3. Upload documents to Connective eSignatures
Once your Silverfin and eSignatures accounts are linked, you can upload a document, or a folder of documents, to Connective eSignatures and send them for signing.
Log in to your Silverfin environment.
Open the document you want to be signed.
Or, if you want to upload multiple documents simultaneously: create a folder, move your documents to the folder and open it.
Important: make sure all documents contain appropriate sign markers.
Then, click the Actions list and click Connective eSignatures.
Note: when sending folders, you need to send the entire folder. It's currently not supported to select only a few documents within a folder and then try to send them.
Tip: if the Connective eSignatures button is not available, you may be trying to send unsupported document types, or you selected only a few documents within a folder as explained above. Consult the table hereunder for the supported Silverfin document types.
If you selected a supported document type and the Connective eSignatures button is still not available, contact your administrator.
|General company information||Coordonnées de l'entreprise||Bedrijfsparameters|
|Reports to the managing director(s)board of directors (as preparation for the GM)||Rapport du (des) gérant(s) du conseil d'administration (en préparation de l'AG)||Raad van bestuur|
|Minutes of the general meeting||Rapport de l'assemblée générale||Verslag van algemene vergadering|
|Postponement of the general meeting||Prorogration de l'assemblée générale||Verslag van uitstel van algemene vergadering|
|Annual financial statement||Rapport annuel||Jaarverslag|
|Special meeting||Rapport spécial||Bijzonder verslag alarmbelprocedure|
- After you clicked Connective eSignatures, wait for a moment while the document (folders) are being sent.
3.1 Sign locations
The sign locations are retrieved automatically, and must now be completed.
The number of sign locations per document are indicated next to the document name.
If you uploaded a folder of documents, the different documents are listed alphabetically.
Tip: If no sign markers are found, an error message is displayed and you won't be able to complete the upload process. Return to Silverfin and fix your documents.
To complete a sign location:
Expand the required sign location.
Select the signing type(s) you want to signer to choose from. When you select multiple types, the signer may choose any of them to sign the document.
Tip: see What are the different signing methods? in the eSignatures User Documentation for more information.
- Enter the signer's data:
Telephone number, including country code
(Only mandatory when SmsOtp is selected as signing type)
3.1.1 Arrange the signers (optional)
When multiple signers need to sign the document, multiple sign locations are retrieved. By default, the order in which the different signers sign doesn't matter. They all sign in parallel.
If you want to define a fixed signing order, select Enable sequential signing. Then drag the different signers to their desired position. In this case a signer won't be able to sign the document if their preceding signer hasn't signed it yet.
3.2 Connective info (optional)
In the Connective info section you configure the signer's preferred language, and the document group to which the document will be uploaded.
The emails the signer will receive and the signing page will be displayed in the language you select here.
3.3 Extra receivers (optional)
A copy of the fully signed document is automatically sent to the signer, once he or she has signed.
If you want other people to receive the signed document as well, add them as receiver.
To do so:
- Click Add receiver.
- Enter the receiver's first name, last name and email address.
3.4 Send the document
When you're done, click Send Documents. The signers now receive a secure email with a link to the document they need to sign.
See 4. Sign your document with Connective eSignatures for more information.
Click Back to Silverfin to send more documents.
Or click Open Connective to open the eSignatures WebPortal directly to sign documents.