Add parties for reading or signing
Below you find an example template with the agent’s data filled in, as first party .
Add parties creates a row for the next party to sign or to get a copy.
Fill in conditions for each respective party, in existing fields and/or the ones you create, such as:
- email address ( e.g. examplename@email.com)
- telephone number with international format like +46701234567
- personal code number, company, and organisation number
- distribution order and role in this context
- method and media for invitation, signing, identification, receipt message, etc.
Click on the Close button to save the settings.
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The selected conditions are seen as five symbols. Change directly by clicking on the intended symbol, or in the view opened when you click on the relevant party's row.
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- In which order shall this party sign?
- Choose 1,2,3… depending on the number of defined parties/rows.
- How shall the party be invited?
in a tablet at a personal meeting
in an SMS
in an email
by both SMS and email
- What shall the party be able to do?
sign
just read
- Is recipient identification required?
no
yes, by electronic id
yes, by PIN code via SMS
- Is confirmation required and how?
no
by SMS
by an email
by both SMS and email