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