When a dossier is sent, recipients receive an invitation via the chosen channel: email, SMS, or WhatsApp. This page explains the signing process for email invitations.
Step 1: Open the invitation
You will receive an email asking you to sign a document digitally. The email contains a personal link to the dossier.
Do not share this link. It provides direct, personal access to the dossier.
Click Sign document in the email to open the signing environment.
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Step 2: Complete all required fields
Inside the signing environment, grey dots mark every field that requires action. A counter at the bottom of the page shows how many actions remain.
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Click each field to complete it. For signature fields, choose one of the following methods:
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Pre-filled name: Use a pre-generated signature based on your name.
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Upload an image: Upload a photo or scan of your handwritten signature.
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Draw your signature: Draw directly on the screen.
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The document automatically advances to the next required field. Completed fields turn green and the action counter decreases.
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Step 3: Submit the signed document
Once all fields are completed:
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Click Sign document. A terms and conditions pop-up will appear.
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Read the terms carefully, then click Sign to confirm and finalise the signing process.
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Step 4: Confirmation
Once all signatories have signed:
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The dossier owner receives an email with the signed document and the audit report attached.
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All other recipients receive a copy of the signed documents only.
Download and save the signed document for your records.