The signing page is where the user interacts with the signing process. Here, they can upload requested documents, read them for signing, and either sign or refuse them.
We will now provide a detailed explanation of all the options the user may encounter in the signing flow.
TABLE OF CONTENTS
When the signatory has an assigned identification method, they are required to verify their identity before accessing the documents.
If allowed by the sender, the signatory has the option to choose their preferred method of verification.
You have two options:
- Entering a familiar access code, which is not sent to them.
- Entering a one-time code received via email or sms.
The signing page
The signing page has two main sections, each serving distinct purposes.
- Users can view the documents awaiting their signature in the central block, accompanied by the convenient "Refuse" and "Sign" buttons.
- On the left-hand sidebar, they have an overview of all the documents requiring their attention, including the list of signatories, if applicable, along with a handy QR code for quick mobile access.
Template Configurations Impacting Signing Page Behaviour
Sign Button Activation
The behaviour of the "Sign" button can be configured in different ways:
- It can always be active and accessible
- It may only become active once the user has opened all the documents.
- Alternatively, it can activate when the user reaches the end of the document list.
Notifications above the buttons inform users about the necessity of opening or reading the documents.
Additionally, the sidebar provides a clear indication of the status of each document.
List of Signatories
An optional feature is the inclusion of a signatory list, providing users with an overview of all parties involved in the signing process. This list is displayed in the sidebar alongside an icon denoting whether or not each signatory has completed their signature.
Users may be allowed to refuse certain documents to expedite the signing process and avoid unnecessary waiting. This allows them to decline specific items without waiting for the submission to expire. Users can also provide reasons for refusal, which can be mandatory or voluntary.
As shown in one of the images above, the button is next to the Sign button. The "Refuse" button, located next to the "Sign" button, opens a pop-up window where users can enter their reasons for refusal if this feature has been enabled.
During this step, signatories have the opportunity to upload any required documents. Depending on the template settings, some documents may be mandatory, while others can be optional.
Furthermore, you can directly upload documents from cloud storage platforms like Google Drive or Dropbox.
Signing the documents
The template configuration and the chosen signature method influence the signing process.
Regardless, the user experience remains consistent, with a floating window presenting relevant information and fields for entering necessary data.
It's worth noting that users only need to click the "Sign" button for simple signatures, eliminating the need for additional interactions.
Sign with OTP
The template configuration affects three secondary factors of this signature method:
- Code Reception: Upon entering the signing page or clicking the "Sign" button, users will receive the code.
- Code length.
- Allowed Attempts: Exceeding the permitted number of incorrect code entries will result in the cancellation of the submission.
Handwritten Biometric Signature or Typed Signature
Both options are conveniently grouped within the same floating window, organised under separate tabs, and offer a seamless user experience without customisable behaviour options.
Signature with digital certificate
To enable qualified signatures per the European eIDAS regulation, direct signing with a digital certificate from within the web browser page is not feasible. Therefore, users must select the location where their certificates are stored.
1. Computer-Based Signing
This option requires the installation of a lightweight plug-in called eSignaDesktop, which is automatically installed if not already present.
eSignaDesktop empowers users to sign with certificates stored on their computers, including those issued by Lleida.net, and external devices like smart card readers or USB keys.
2. Centralised Cloud Signing
With centralised cloud signing, users can utilise certificates issued and managed by Lleida.net. While certificates issued by other entities can be imported, they won't generate qualified signatures. On the other hand, Lleida. net-issued certificates provide the highest level of robustness and qualify for qualified signatures
Authentication is required using the username and password associated with the certificate.
3. Sign with a mobile phone
Users must have the Lleida.net Wallet application installed on their Android or iPhone devices. This application empowers users to sign with certificates issued by Lleida.net, ensuring a seamless and secure signing experience.
To initiate the signing process, follow the prompts on the mobile app and choose the desired certificate. Once the certificate is selected, the signatory will receive an SMS and email containing a unique one-time verification password (OTP) to ensure the security of the signing process. To complete the signing, the user can effortlessly use their fingerprint or enter their PIN.