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Produce an Electronic Signature Project

How to request an electronic signature with the ConsignO application from JurisEvolution?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

✨Soon available for more Editions✨

Before you begin: Note that permissions and configurations to your access profile may be required to proceed with the following steps. We invite you to validate your access with your software administrator.


Step 1: From the matter, click on the "Documents" tab.

Step 2: Select the documents* to be signed using the Ctrl key on the keyboard.

Step 3: Click on the icon ''Signature of PDF'' located in the upper right corner of the window.

Step 4: Indicate the name of your signature project and the authorized deadline for document signatures.

Step 5: Click "Add" to add signatories to the project.

Step 6: Select the recipient(s) and confirm.

Step 7: Make sure an email address is set up for each signatory.

Step 8: Define an authentication method for each signer and save.


Result:

You will be redirected to the ConsignO portal in order to proceed with the layout of the signature blocks and to send the signature project.


*Documents must be in PDF format

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