Sending a imported document for customer to Docuten
This documentation will guide you through the process of sending a imported document for customer to Docuten for your digital signature.
This process is identical for entities
To carry out this user guide, you must have the following sections configured:
Innova Online setup: You must filled
Customer id.(Innova Online setup).
Docuten eSign setup: You must have the solution configured as indicated in the section
Docuten eSign setup(Docuten eSign setup) or completed the
Install wizard(Install wizard).
Once the system has been configured to be able to send Docuten a imported document for customer the process to follow is detailed.
Import a document for customer
Form the customer list you can execute use the functionality
Click to choose a file or drag it here for select a PDF file.
Once the file is imported, you can access to
Document (Document) from
Docuten eSign files.
Create a signers
You must add the
signers (Signers) for the document.
Send to Docuten
Once the signers have been indicated, they can proceed to send to Docuten to start the digital signature process.
First you should execute the action
Actions > Status > Ready. This action put the
Document (Document) with status
Now, you should execute the action
Actions > Status > Send. This action send the
Document (Document) to Docuten.
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