Manual Sending

Modified on Thu, 27 Jul 2023 at 08:42 AM

Click & Sign enables sending documents either in bulk by reading signatories from a .csv file or manually by entering recipient details individually. The process is quick and intuitive, and it is completed in the following 4 steps:


Step 1: Template selection


In this initial step, you can customise the identifier for your communication and select the template that will be used for the signing process.


The identifier is a unique code that helps recognise the communication in the communications list. By default, the field is populated with a randomly generated value. The first communication will be automatically cancelled if you enter the same identifier as an ongoing communication.


This step also displays all available templates. Each template has its name, associated company, and an information icon. Clicking on the icon opens a side panel with detailed information about the template. 


By default, there are three templates to choose from: 


  • Biometric hand drawn signature

  • Signature with Code sent by SMS

  • Signature with digital certificate

Step 2: Document Upload 


In this step, you will upload the files the recipients must sign. If the template includes additional documents, they will be uploaded in separate blocks during this step.

Also, you can directly upload documents from cloud storage platforms like Google Drive or Dropbox.

Step 3: Signatories' documentation

Click & Sign allows signatories to add documents to the signing process.

This option can also be configured during the template creation process. If the template has been configured, the list of configured documents will be displayed in this step, allowing for the deletion or addition of more documents.


You can add the required documents if it hasn't been configured during template creation.


The process for adding new documents is the same as in template creation: click the Add Document button. Each document must have a name or description informing signatories about the document type they need to upload (e.g., a pay stub, a bank receipt, or an electricity bill). You can also specify whether uploading that document is mandatory or not. Additionally, there is an option to certify these documents, which means they will become part of the documentary evidence.

You can request up to maximum of 5 documents, with a total size limit of 25 MB. 

Step 4: Signatories' data 


This is where you enter the signatories' data and how they are grouped to have parallel, joint, or hierarchical signatures. The grouping is explained in detail inParallel, joint and, hierarchical signing


The signatory input form seamlessly integrates with Cloud's contact directory. When a recipient is entered, the system automatically checks if the user exists in the contact directory. A text is displayed if the user is not found, allowing you to easily add the missing information and save the contact in the directory. This streamlined process ensures efficient management of recipient data.


It is also possible to populate the signatory information using existing data from the contact directory. A sidebar opens by clicking the Add signatories from contacts button, allowing you to filter contacts by name, last name, company, phone number, email, identification number, and hashtags. The filtered results can be selected, and a maximum of 20 contacts can be added.

Please note that the maximum numbers of signatures on the same document is 20. 


Assigning Identification Methods

If the template configures one or more identification methods, the button to assign them will be activated.

Each signatory can have one or more identification methods assigned. By default, all methods are pre-selected. If multiple methods are given, the signatory will choose how they want to identify themselves when accessing the signature page.

For the convenience of signatories using the access code identification method before the one-time use code, a switch has been kept enabling or disabling the access code identification for all signatories.

Assigning Signature Methods

If the pattern allows signatories to have different signature methods or lets them choose how to sign, the button to assign them will be enabled.

By default, all methods are selected.

When two or more methods are selected, it's up to the signatory to choose the method they prefer for signing.

If you want signatories to sign in a specific way, you must select only that method, which can vary for different signatories. For instance, signatory one may sign with the one-time use code, while signatory 2 opts for biometric handwriting.

Signature Placement 


The biometric handwritten and typed signatures allow for the placement of signatures in documents using a visual interface. To access this interface, click the Signature Placement button.

The signatory information must be entered before clicking the Signature Placement button to position all signature boxes. 

The Signature Placement panel contains an explanatory legend about the displayed icons' purpose, detailed below. 


Allows you to drag the signature onto the documents and position it where it should be displayed.


Places the signature on all document pages, vertically and horizontally centred.


Individual selection icon When activated, changes applied to that signature will not affect other signatures from the                 same signatory. For example, if the signatory signs pages 3 and 4 of the document, and the position of the page 4                   signature is changed, the page 3 signature will remain in its original position.

Multiple selection icon When activated, changes made to that signature will be applied to all signatures of that                       signatory that have the icon activated.

Rotates the signature(s) counter-clockwise.


 Deletes the signature(s).

Step 5: Finish

This final step displays all the options selected during the previous steps, allowing for any necessary modifications.


If everything is correct, all that's left is to click the "Send" button.

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