Create a new user that you want to use as a system user for the d.velop sign for documents interface.

Important

The system user must not be a user who participates in signature cycles.

Important: We recommend using a general e-mail address and the company name as the name, as this information will be displayed to all recipients in the invitation e-mail.

Select the Digital signature tile in the Connectors and adapters area and click on Administration.

Select Assignment and click on Create assignment.

Your assignment has now been created. To be able to share your documents for signature with external recipients, you now need to store the API-KEY.

Click on Open API-KEY configuration.

Select the previously created system user and copy the API-KEY.

Click on the arrow to go back and then insert the API-KEY in the field provided. Click on Save.

Done You can now use the interface and sign your documents!

Select the Digital signature tile in the Connectors and adapters area and click on Administration.

Under Group settings, you can now specify which groups

1. Are allowed to plan signature cycles (circulation planner),

2. can sign documents directly without having to add themselves to the signature circulation (direct signatory).

On the overview page of your d.velop Cloud client, click on the Search tile and select the document you want to sign.

Before you can have a document signed in d.velop sign for documents, the processing must be completed. To do this, select Finish editing in the context action bar at the top of the document.

Once you have selected the document, a preview and all central context actions appear in the context action bar to the right of the document. Select Plan signature circulation in the bar.

Set the due date for the circulation.

Enter the names of the signatories and specify the signature level. You can add external recipients with their e-mail address.

Confirm your entry by clicking on the plus to the right of the signature type.

Click on Create to complete the circulation and the signatories will receive the document for signature.

On the overview page of your d.velop Cloud client, click on the Search tile and select the document you want to sign.

Before you can sign a document in d.velop sign for documents, the processing must be completed. To do this, select Finish editing in the context action bar of the document.

Once you have selected the document, a preview and all central context actions appear in the context action bar to the right of the document. Select Plan signature circulation in the bar.

Under the heading Direct signature, select the signature level and click on Sign.

In the document, click on the Sign document with visible field button in the top bar.

In the document, click the place you would like to sign and then move the mouse pointer to draw a field.

Once you have positioned the signature field as desired, click on the checkmark to confirm your selection.

Sign with the mouse or with your stored signature image and then click Ok.

If you are performing an advanced signature with Swisscom, you can now skip steps 10-12 and click on the exit button at the top right to save the signature.

When you sign with Bundesdruckerei, you log in to Bundesdruckerei with your e-mail address and password in a pop-up window.

Click on Next. If you want to sign with a qualified signature, you must also enter the TAN that you receive via SMS.

Click Sign.

Click on Exit to save the signature.

You have successfully signed the PDF document and are automatically redirected to your search results in d.velop documents.

Add yourself as a signatory for the document in the signature circulation.

Now select the Signature folder tile on the overview page of your cloud client and click on the name of the document you want to sign.

Click on Signat the bottom right.

Proceed in the same way as in the previous point How do I sign a document in d.velop sign for documents if I have the authorization to sign directly?

After you have successfully signed the PDF document, you will be automatically redirected to your search results in d.velop documents.

As the recipient of a shared document, you will receive an e-mail notification. Click on View documentin the e-mail.

You receive access to the document and can start the signature process from almost any device with an Internet connection. If you are using a smartphone or tablet, please hold it horizontally in landscape format and use a browser other than Safari.

You will be guided through the signing process.

1. Select how you want to sign visually.

2. If a signature with the Bundesdruckerei (sign-me) is required, you will also be asked to register and identify yourself with sign-me. You can find instructions for this here.

3. Click on Sign and drag the signature field with the mouse to where you want to sign.

As soon as you are finished, end the process with Finish.

For completed documents, the sender and the recipient receive a notification and access via e-mail. The document can then be archived or filed. d.velop sign does not provide for audit-proof long-term storage of the signed documents. This can be done with other products from d.velop.

Open the overview page of your d.velop cloud tenant: https://<yourcloudtenant>.d-velop.cloud.

Select the Configuration tile.

Select the Signature settings tile in the following menu and click on Open configuration.

The configuration of d.velop sign now opens in a separate window. Click on Customize signature image.

Select a generated signature image, upload an image of your signature (JPG, JPEG, PNG) or select Apply freehand drawing to sign with the computer mouse during the signing process.

Confirm your change by clicking on Apply settings.

Enable or disable the additional information of your signature image.

Select the document you want to sign.

Select the Sign dependent PDF in the context action bar.

Confirm your selection by clicking on Sign.

Now you can sign your document as usual.

Open the overview page of your d.velop cloud tenant: https://<yourcloudtenant>.d-velop.cloud.

Select the Configuration tile.

Select the Signature settings tile in the following menu.

Click on User settings and select Open configuration .

The configuration of d.velop sign now opens in a separate window.

Click on sign-me (Bundesdruckerei) and select Set up new sign-me (Bundesdruckerei) account to display your registration status and start the registration process.

Fill in the fields according to your ID card details, set a password and confirm this by selecting Register. You will then be automatically redirected to the sign-me page for identification.

Attention: Please start your registration from within d.velop sign and not via the link you receive in the registration e-mail from sign-me! Only if you continue your registration from within d.velop sign, you do not need any further coins for your identification.