Initial setup

To streamline the usage of Click & Sign, upon a user's initial access to the web application, three templates are automatically generated.

To ensure proper generation, the user needs to complete a form with the following data, identical to the information requested when creating new templates:

Basic data 

• Name/ Company
• Company VAT number
• Submission language 
• Language of the documentary evidence (the language of the PDF document with all technical details and communications of Click & Sign process) 
• Sender's name or mobile phone for SMS 
• Sender's email address  

Brand image

• Company logo
• Email text colour
• Email background colour
• Sign button text colour
• Sign button background colour

The three automatically generated templates are as follows:

• Biometric hand drawn signature
• Signature with Code sent by SMS
• Signature with digital certificate

All three templates share the following characteristics, aside from the signature method:

• Expiration period of 30 days
• Initial communication through Registered email
• Configuration of three notifications:
  • Individual signature
  • Expiry
  • Incorrect termination
• No reminders