Envelope creation

Learn how an envelope is created on the Assin platform and how documents can be sent for digital signature quickly, securely, and with legal validity.

1. In the top menu on the right, look for the “New Envelope” button

2. A form will appear to enter the envelope title and description. After filling in this information, you can choose to sign the document with ICP. By default, all our documents use blockchain technology to ensure security throughout the entire process.

To create an envelope, a variable number of credits is deducted. To learn more, visit: Where can I use my credits? and Buy additional credits.

3. After that, you will be redirected to a screen with all the information about your newly created envelope, which currently has a draft status. You can edit it by clicking the pencil icon on the right side. On this screen, you can also add your signer(s) and file(s).

Add signer

4. To add a signer, click the “+” on the right side. A form will open to enter the name, email, and if necessary, the signing order. To set an order, enable the “Sort signature queue” option. If needed, you can also enable options to request a photo from the user and require email validation before signing the document.

The signature queue ordering option is disabled by default, meaning all signers included in the envelope have the same priority, all at position 0 in the queue. If the option is enabled, you can set the order for all your signers, starting at 0 for the first to sign. You can assign the same position to more than 2 signers.

After adding a signer to the envelope, their status indicated by the orange dot above them is initially set to pending. At this point, clicking on the signer allows you to delete them.

Add Document

5. To add documents to the envelope, click the “+” on the right side. A form will open to upload the document(s). After adding them, just click close and they will be saved.

Documents must be in PDF format, and you can attach multiple files to the envelope

After adding your document, it should appear. Just like with the signer, clicking on it gives you the options to view the document, add tags, and delete it.

Add Tags

Tags work as fields. By selecting the tag type and clicking on the document, you create the signature fields. Remember to click save before closing.

You can add more than one tag per page.

Seal Envelope

6. After filling in all the envelope information, click “Seal envelope” at the bottom of the screen so it can be sent to the signers.

For more information, visit our site https://assin.com.br/

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Assin Digital Signature