UpSign’s powerful digital signature engine is intuitive and easy to use.
Read through UpSign’s step-by-step process:
- A Document is created:
- The Updraft user drafts a document using Updraft’s document generation engine; or
- The Updraft user uploads a document to the Updraft system.
- The UpSign user selects the relevant document to be approved or signed.
- The UpSign user stipulates the “role players” that will be involved in the approval/signature process. This process includes:
- Capturing the details of the role players, such as the names, contact numbers, emails, etc;
- Determining a workflow; and
- Stipulating how the role players should be authenticated prior to signing the document. The available methods include:
- an Email token;
- Registration on the system; and/or
- an OTP (One-Time Pin) sent through to a mobile device.
- The UpSign user stipulates the placement of the digital signatures. In addition to the signatures, the role players could be requested to initial the document. The signature field is the graphical representation of the signer’s signature, either in the form of a font-based signature or a custom signature. The initial field is a shortened version of a full signature, representing the initials of the person.
- The UpSign User releases the document for signature.
- Signers or approvers (“role player(s)”) will receive an email (in the specified workflow order) requesting that they approve or sign the document.
- The role player will need to be authenticated in one or multiple ways:
- Register an account with UpSign. Upon registration of new role player, they will go through a registration process that compares and matches the input data against bureau data, which is verified by the Department of Home Affairs;
- Email verification: The user is sent an email containing a crypto-token activation key upon registration on the UpSign system; and/or
- An OTP is sent to the user’s mobile device.
- The role player can now view the document and proceed to:
- Digitally sign or approve the document; or
- Reject the document and provide reason(s); or
- Nominate another person to digitally sign the document on their behalf (a proxy); and
- Download the document.
- The signed document is sent back to Updraft and appears in it’s original transaction electronic folder as a signed line item. This is accompanied by a complete audit trail.
- An Updraft event automatically notifies the Updraft user that the UpSign process has been completed.
It only takes one more step to make this process yours.