Materials and tips

Getting started

Different ways to collect signatures – examples

You can collect signatures in various ways:

Information to be collected; one signer

→ Webform

If the signature is needed for a standard document, such as a form that collects information about the signer, and there is only one signer, it is easiest for the customer to fill in and sign an electronic form.

The form can be created direcly in company’s Visma Sign account.

Standard document; one signer

→ Signature feature connected to a website

If the document does not require information other than a signature, it is easiest to use a signature feature embedded into an online service. With the feature, users can sign documents that are more extensive than electronic forms, such as the terms and conditions to be accepted by a new customer. The customer will use strong identification and accept the terms at the same time.

In practice, the customer is presented with different options for identification, as well as the signature button. After signing, the customer can keep conducting their business seamlessly in the original service.

Multiple signers

→ Invitation via browser or app

When you need several signatures, the signature service will send e-mail and SMS invitations to the signers. You can send the invitation by logging into the browser version of the signature service or via your own data system that has been connected to the signature service. The digital signature option is available in many online service sites and business apps. For more information about the apps where the signature service is pre-installed, contact the app developer or the customer service of the signature service.

The invitation sent to signers contains a link to the signature service website where the document can be previewed before signing it. After signing, each signer’s copy will be sent to their e-mail (unless this has been forbidden for security reasons) and stored in each signer’s document archives.

Back to materials