Step 1: Cancel your document

1. Click on the 3 dots to open the Other actions menu

2. Click on Cancel

3. Click on Yes

Step 2: Reset to draft your document

1. Click on the 3 dots to open the Other actions menu

2. Click on Reset to draft

3. Click on Yes

Once the document is in Draft status, you can access its Settings and modify the type of signature or your signatories and validators.

To modify your tags, go to the Signature tags page.

See this article to discover How to replace a document while keeping the signatures placement?

Before defining your order of signatories, you have to add your document.

Step 1: Click on “Order the signatories”

Step 2: Put each signatory on a group

With Qualified Electronic Signature, each signatory must be on its own group because
several signatories cannot sign the same document at the same time.

Step 3: Find the order defined in the column “Order of signatories”

Your document must be in “draft” status in order to be replaced.

Follow the steps below to replace your document :

1. Click on the Options menu, then on Settings

2. Click on Previous at the bottom left

3. Click on Replace (the two arrows)

4. Select a document to replace, then click on Add to my selection

Make sure that the option “Keep signatures tags in new file” is activated (it is ticked by default)

Click on Confirm

You can go on the page “Signature tags” to take a look at your new document. The signatures placements will be kept.

2. Prior to their first signature, the signatory must upload verify their ID. They are automatically guided to this step before their first signature.

3. To validate the signature, the signatory receives a code by SMS to the number they provided when registering.

4. Recipients are notified when the document is fully signed. They have access to the original document and an authentication certificate on the “My Signatures” page.

This triple authentication (password, SMS code and ID verification) gives the electronic signatures made on Closd the Advanced status according to the European eIDAS regulation.

You can then drag and drop your signatories in the different groups.

You can have several signatories in the same group.

Once your first group is created, the second appears and so on.

The signatories will then receive the document to sign, in the indicated order.

How to edit the signatories order?

When preparing your document to be signed, in the step 3 of the Settings, you can edit the signatories order.

How to check the signatories order?

On the column signatories in your Signing checklist, you can verify your signatories order.

To place one or more signature tags on a document, simply click on the tag and drag it to the desired location on the document.

You can also use the “automatic tag placement” feature to do this.

Is it necessary to initial every page of a document? How do you initial a document?

No, it is not necessary to initial every page. Electronic signature technologies play the same role as a notarial binding (thanks to the document’s digital “fingerprint”). Therefore, any modification of an electronically signed document subsequent to its signature is automatically detected by the PDF reader in which it is opened. A message then warns the user that the electronic signatures on the document are no longer valid.

However, you can have a document initialed by placing the “Initials” tag in the desired location(s). Once the tag is placed, pressing the symbol located under the tag on the documents automatically duplicates the initials in the same location on each page of the document.

How to indicate to the signatory to insert a text on the document? What is the difference between Text and Custom text?

The custom text tag

Using the “Custom text” tag and selecting “Add instruction”, you can tell the signer what text to insert in a document.

The text tag

Using the “Text” tag and write your text. The signatory won’t be able to modify the text.