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HOW IT WORKS · WALKTHROUGH 1 OF 6

A document with signers

The product in its simplest form: one PDF, two people who sign, and the proof that stays afterwards.

Sketch of the screen, not a capture. Screen labels appear exactly as the product shows them.

Sender · Ana

Upload the PDF

In Documents Ana chooses Upload document. The file enters as a draft and Prepare opens for it right away, so Ana does not have to look for it in the list. If she uploads several files at once, the list stays, scrolls to the first new one, highlights it and puts the keyboard focus on it. If the account asks for it, the PDF is rewritten to the PDF/A archive standard and the original is kept as evidence.

DocumentsUpload document
DocumentStatus
Services agreement · Blue Inc.pdfDraftPrepare
Sender · Ana

Place the signatures and add the people

In Prepare Ana marks where each person signs and adds Pepe and Sofi (pasting their emails, then Add all). She chooses One after another, so Pepe goes first.

Services agreement · Blue IncDraft
One after another
1 · Pepepepe@blue.test
2 · Sofisofi@blue.test

Send for signature

Sender · Ana

Send

Ana chooses Send for signature. Each signer receives an email with a personal link: Pepe now, and Sofi when Pepe has signed.

Pepe · inbox
Signing Flows · to pepe@blue.test
Blue Inc asks you to sign: Services agreement · Blue Inc
https://…/sign/…
The link is personal: it opens this document for Pepe only.
Signer · Pepe

Open the link and read

Pepe opens his link. The page names the account that sent the document (the organization, Blue Inc, not Ana) and shows it, with his task. Only if the document asks for an identity level does the page first show him “Prove who you are”.

Services agreement · Blue Inc
Review and sign
Sent to you by Blue Inc
Your task: sign this document
Prove who you are
Only when the document asks for it.
Signer · Pepe

Agree and sign

When the circuit offers both ways of signing, he first chooses Sign by consent · simple (the other choice is Or sign with your certificate); only then do the box and the button appear. He ticks the consent and presses the button. The platform applies the signature and, as the circuit policy sets, a trusted timestamp. He can also choose to sign later.

Services agreement · Blue Inc
Review and sign
Sent to you by Blue Inc
Choose how to sign
Sign by consent · simple
Or sign with your certificate
I agree to sign this document electronically. My signature is recorded with the evidence of this process.

Sign by consent · simple Sign later

Signer · Sofi

Sofi signs, and the document is complete

It is Sofi's turn, with the same walkthrough. When she signs, the document is complete and Ana gets an email about it.

SignersCompleted
1 · PepeCompleted
2 · SofiCompleted
Everyone

What stays

The signed PDF, the completion report and the evidence record stay with the document. Anyone can check the signed PDF without us, with Check a PDF or with any PDF signature validator.

Services agreement · Blue IncCompleted
Signed PDFPepe and Sofi, each with a timestamp
Completion reportWho signed, when and how
Evidence recordChain intact
no gaps, every event matches its hash

Check a PDF: check the signatures of any PDF, without keeping a copy.

Next walkthroughRoles: who signs, approves, reviews and gets a copy →