Setup: Verified E-signing

Verified E-signing


Functionality for customers to sign proposals electronically



INNHOLDSFORTEGNELSE




E-signing


Strengthens and secures the proposal phase by letting customers sign proposals with BankID, SMS or email.





Ordering


E-signing is a paid service at Telaris.

Contact Telaris for a quote





Setup


After activation, the setup of Verified becomes available under 'Settings - Integration settings - Settings'







Expiration


The expiry date on the e-signing proposal. After the expiry date, the recipient can no longer sign the proposal




Automatic reminder


Automatic reminder about the proposal to the recipient. The number specifies the notice in days before the expiry date.





Sequential


Sequential signing. When sending a proposal, you can define the order of signing. With sequential signing enabled, all people who receive the proposal must sign in a set order before the proposal is fully signed

 



Greeting message


Custom default text shown in the email to the recipient before the signing phase starts.

Contains QuickCodes for merging sender information




Language


The default language used in the signing process for the information sent to the customer. Note that the document from Telaris keeps its original language





Signing Method


Default signing method to be used when sending a proposal





Notification Method


Default setup of notification method on a sent proposal








Guide: e-signing









Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article