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HOW IT WORKS · WALKTHROUGH 6 OF 6

Signing on the phone

How a signer signs from a phone: a text message, three steps, done. No app, no account.

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

Signer · Beto

A text message with a personal link

Beto gets a text message on his phone, with the link that Sofi sent from Signing Flows. He does not install anything and does not create an account: the link is all he needs.

Text message · to Beto
Sofi asks you to sign: Services agreement · Blue Inc
https://…/sign/…
The link is personal: it opens this document for Beto only.
Signer · Beto

Open and read

The link opens the document across the whole width of the phone, with its name on top. Beto reads it; his place to sign is marked. The bar with Next sits below the text and does not cover it.

Step 1 of 3
Services agreement · Blue Inc
Place your signature

Next

Signer · Beto

Draw your signature

He types his name in Your signature; the screen says Your signature will appear as: Beto. Change opens the pad if he would rather draw it with a finger: it is optional. It is the visual representation that appears on the document; what gives it legal value is the electronic signature.

Step 2 of 3
Draw your signature
Your signatureBeto
Your signature will appear as: Beto · Change

Next

Signer · Beto

Agree and sign

He first chooses Sign by consent · simple (the other choice is Or sign with your certificate). Then he agrees, and his name, the date and how he was identified go with the document. The box starts unticked: he decides. He can also choose to sign later.

Step 3 of 3
Check and sign
Choose how to sign
Sign by consent · simple
Or sign with your certificate

You sign by agreeing below. Your name, the date and how you were identified go with the document.

I agree to sign this document electronically. My signature is recorded with the evidence of this process.

Sign by consent · simple Sign later

Signer · Beto

Done

The screen confirms that he has signed and offers the signed document. If the document is part of a dossier, a line tells him which one is still to sign.

Done, you have signed

View the signed document

Still to sign: Annex I · Prices.pdf · Pending
Everyone

What stays

The signed PDF with its stamp, the completion report and the evidence record stay with the document, whichever way each person signed.

Services agreement · Blue IncCompleted
Signed PDFWith its signature stamp
Completion reportWho signed, when and how
Evidence recordChain intact

Ana signed with a certificate; Beto by consent. The report tells them apart.

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