Who can use this feature?
Staff users only
With e-signatures, you can easily send requests and get documents signed within Qwil and now also by email. There is no need for additional application, it all happens from within Qwil.
Qwil Sign uses encryption and authentication measures to ensure that the signature is authentic, legal and adding a certificate to provide a full an audit trail.
What to expect?
You can only create a signature request on desktop.
E-signatures can now be sent to an external guest via email in addition to within a chat. To send a request you must upload a PDF file in Qwil and put the guest email.
Create a Template or send PDF file for signature. A Template enables you to place Fields in any PDF so you can specify where the signature and other Fields should be. Create your templated pdf here.
You can only have one guest (email) signer per document in addition to your signature if you decide to.
Your signature will be added to the document once the recipient has signed.
When the guest signs the document. A new message with the completed signed document will be sent in the chat.
Email notifications and reminders will be sent to the guest signer. A Butler notification will be sent to requestor to remind of the status.
You can cancel a signature request while it is still pending.
Send a signature request:
Click on the left menu Signatures
Select Guest signature (assuming you already have a PDF template)
A modal will open. Select the PDF file where you will request a signature. You can send a templated PDF or a normal PDF.
We recommend you create a templated PDF so you can specify where you want to add the signature and other Fields. A signature page will only be added automatically to PDF documents sent directly.
You can drag and drop a file or click on the button to browse file.Add the signer and include the full name and email address.
You can optionally add a caption to be sent along with your signature request.
Click Next Signature. In the next modal you can add your own signature to the document by checking the box below.
Tip: You can change your signature font, draw or upload your signature by clicking on Change style.
You can also save your edited signature as you default signature by checking the blue box after your changes.Click Next. A preview will open. If you used a Template it will display where you placed your signature fields. Review everything displays correctly before sending it for signature.
Click Confirm and send. An email will be sent to the guest with your signature request. The staff will receive a Butler message with the request details.
If you sent a request by mistake, you can cancel it while it is still pending.
The staff requesting the signature will receive butler reminders daily with the status. The guest (email) signer will receive reminders via email.
Once completed by all parties, the signed templated PDF will be sent to all participants via the Butler (for the staff) and email (for the guest) with all the details you required including a certificate page confirming its legal validity. If you have uploaded a normal PDF for signature, an extra Signature page will be added.