Create Signature Request with Single Document

Carry out the following steps to create a request with a document requiring a signature:

1. Log in at https://app.fp-sign.com
2. Click on Create new request
   • This is only displayed if your FP Sign administrator has assigned you the Workflow creator right
3. Follow step 1 andupload a document
   • (optional) Upload attachment documents that should be sent with the request but not signed
4. Follow step 2
   • Select Sign/Sign (or another signature level) to sign the document yourself before sending it
   • Select a signature image or upload your own signature image
   • Click on the signature image
   • Move the signature image to the desired position in the document
   • Confirm the placement of the signature with the blue tick
     OR
   • Select Read confirmation (without signature) to send the document without your own signature
5. Follow step 3
   • Fill in the field: E-mail address of the signature recipient
   • FP Sign now checks whether the recipient is known to FP Sign
   • If the recipient is not known, fill in the fields: First name, last name, (optional) mobile phone and language setting
   • Select the signature level
   • Select Login before signingso that the recipient must register with FP Sign or use an FP Sign account to sign the document
     • Signatures without logins are performed by guest accounts that do not require a registered FP Sign account
   • (optional) Select a suitable two-way authentication to protect the document with a second security factor
     • We always recommend using the SMS TAN to additionally protect the document or email request when signing with guest accounts
6. (optional) Fill in the Private messagefield
   • This private message will only be displayed to the recipient in the signature and in the signature request email
7. Click on Confirm recipient
8. Repeat this until all recipients have been added
9. (optional) Use the Signature button to define the signature positions
10. (optional) Group recipients if required
11. (optional) Follow step 4
    • Tags: You can use tags to better sort all requests
      • Public tags are displayed to all participants
      • Company tags are displayed to participants of your own FP Sign client
      • Private tags are only visible to you
      • You can later search and filter for tags, for example to find documents of a type or a process
    • Metadata in visible signatures
      • You can decide whether metadata should be displayed under the signature for recipients. This includes first name, surname and timestamp.
    • Set expiry date
      • Processes can be automatically cancelled and revoked. You can define the time for this here.
    • Notification
      • The cancellation and completion notification can only be sent to you or to all participants.
    • Message to countersignatory
      • Here you can enter a comment which, unlike the private message, is sent to all participants.
    • Allow delegation
      • Delegation allows recipients to forward processes, e.g. in the event that someone else is responsible.
    • Do not send workflow documents by e-mail
      • The signed and attachment files are not attached in the final email.
12. Press Create enquiry to start the enquiry
    OR
    Press Create enquiry and duplicate to start the enquiry and call up an identical configured enquiry again
    OR
    Press Save as template and enter a name for the template so that you can use it again later.