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Methods of Signing
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FuseSign provides two different methods for signing depending on the user's preference. Both options have flexible and powerful features when it comes to nominating actions for each recipient to a bundle. This ensures that for a package of documents (for example an entire family group) you can simply create one bundle that can be forwarded to multiple recipients, allowing for different actions per document within the bundle. 

 

Before we dive in to the two different signing options in FuseSign we have explained more about the granular control you are given within a bundle for your recipients (If you need guidance on how to start a bundle, please visit our How to Send a Bundle article):

 

Granular Control and Flexibility

Once you have added your recipients and documents to your bundle you now have the ability to start applying signing responsibilities to each recipient (standard grid view shown)

You have three different options for the recipients:
1. None - The recipient will not see this document when opening the bundle, it will only be visible to recipients who have a view or signing action on this document
2. View - The recipient will have the ability to view the document however they are not required to sign it
3. Sign - The recipient is required to sign this document before the bundle can be completed

*Below is an example of how you can allocate the different responsibilities within a bundle giving you massive flexibility in which recipients can and can't see documents. 

 

Sign Entire Document

Overview:

This method of signing the entire document is classed as a full document sign off. This means that when your recipient is working through their documents for signing they are signing and approving each document within the bundle at a time instead of signing on a specific location. By using this method it significantly reduces your time creating and sending bundles, making it really quick and easy for both the internal user and the external user.

 

How to turn on:

To turn this setting on you can either have it as the firm wide default within your settings, or you can change this at a bundle level by using the advanced options and toggling between 'Sign Entire Document' and 'Signature Placeholders'.

 

How to use:

Using this function is as easy as starting a new bundle (If you need guidance on how to start a bundle, please visit our How to Send a Bundle article) or you also have the ability to set it as a firm wide setting (If you need guidance on firm wide settings, please visit our Firm Wide Configuration Settings article)

Once you have added your recipients and documents to your bundle you now have the ability to start applying signing responsibilities to each recipient. 

Now that the responsibilities have been assigned to your recipients you are ready to send your bundle for signing.

 

Signature Placeholders 

Overview:
This method of signing per signature placeholder allows you to assign areas on specific pages within your documents that require signing by your recipients.

 

How to turn on:

Using this function is as easy as starting a new bundle (If you need guidance on how to start a bundle, please visit our How to Send a Bundle article) or you also have the ability to set it as a firm wide setting (If you need guidance on firm wide settings, please visit our Firm Wide Configuration Settings article)

 

Now you are ready to select the 'Place Signatures' button above your document panel or if you are in standard grid view you can select the 'Place Signatures' button the the document preview:

 

Once the place signatures option has been selected you are moved through to the FuseSignHere window where you can start applying signatures to your first document

 

 

Our two signature placement options are standard signature blocks or standard signature + date blocks - To control which signature placement option you are using you can toggle between the pen icon and the calendar icon:

 

 

To apply your signature placeholders you can either just click once on them and they will appear on your document ready for moving in to place, or you can drag and drop:

 

 

Once you are happy with that document you can select the 'Next' button at the bottom of the page to move through to your next document that requires signature placement. 

 

Now that your signatures have been placed you are able to send your document bundle.

 

Example Finalised Documents - Entire Document Signing vs Placeholder Signatures

 

Final result of Entire Document Signing: 

 

Signers initials applied to bottom corner of document and electronic signing certificate attached with audit trail

 

 

 

 

Final result of Placeholder Signatures Signing: 

 

Placeholder signature block in specific location and electronic signing certificate attached with audit trail

 

 

 

If you have any questions, please contact our support team at support@fuse.work

 

 

 

 

 

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