It is important to note that the document grouping system offered by Closd is not available with Certeurope.
This means that each document to be signed must be sent individually for signature.

Envelope Consumption
Each document signed with Certeurope consumes one envelope.
Example:
If you have 3 documents signed by 1 signer via Certeurope, 3 envelopes will be used.

Need help?
The support team is available to assist you and answer your questions. Contact us via chat, email, or phone.

When setting the signature tag placement parameters, if the document is not compliant, the following message will appear :

When the document is rejected in the signing chcklist, the following error message appears as follows :

Here is an alternative option you can try to help resolve these two situations :

1 – Cancel the document to return it to draft status

2 – Print your document to PDF

3 – Replace the original document with the new PDF

How do I use the PDF printing function ?

• Open your file
• Select File -> Print

• Select Microsoft Print to PDF in the dialog box
• Click on Print and choose a name for your document

• Save your document in your working environment (desktop for example)
• Upload it back to your Closd personal space
• This will enable you to keep the signature tags that have already been set.

What should I do if the problem persists?

• You can change your electronic signature service provider on our platform or contact our support team.

You often need to create and re-use standard documents from one project to the next, such as NDAs, subscription forms or commercial leases.

To save time on recurring tasks such as creating and setting up signing sessions, it is now possible to create and save standard document templates in Closd to increase the productivity of your project managers.

This means that you can reuse the same document, which has already been set up for several projects on the Closd platform.

In addition to the document itself, the following parameters can be saved:

• the signature type (simple, advanced…)
• the envelope type (single send or bulk send)
• the number of required signatories
• the placement of your signature tags.

How to save a template

There are two ways to create a document template.

1. Create a new template

Go to the Signing checklist menu in your Closd project.

Click on the orange + Add button, then on Use a template. A window with your saved templates will appear. The button at top right allows you to Create a template from scratch. You will then be redirected to an interface similar to regular signing session.

Select the document you wish to use as a template (1. Document selection), then proceed to 2. Template settings.

Enter the name of the template, then, as in a normal signing session, select the signature type and the envelope type.

Tip: define a standard naming system that can be easily understood by all subscription users, to facilitate searches in your template library.

You will then be asked to select the Number of template signatories.

You will be able to modify this information at any time.

Then select your Template sharing settings for the model with other members of your subscription:

• Every subscription member: all subscription members, whatever the project and the rights they have been granted, will have access to this template;
• Custom: select individual members among the users of your Closd subscription;
• Do not share: other subscription members will not have access.

By default, selected members will not receive a notification. If you want to send them a notification, check the “Send notification” box at the bottom of the section.

The next step in the setup process is to place the 3. Signature tags, just as in a normal signing session, except that instead of placing nominative tags, you will be asked to place generic tags for the generic signatories defined in the previous step: signatory #1, signatory #2, signatory #3…

Once the various elements have been placed, you can save the template by clicking on the “Save” button at the bottom right..

To find and use the template, click on + Add, then on Use a template.

2. Save a document as a template

It is also possible to create a template from an existing document that has already been set up. To do this, click on the 3 dots to the right of the document listed in the Signing checklist, then click on Save as template.

Enter the Template name. The following elements will be saved from existing documents:

• Type of signature
• Envelope type (single send & bulk send)
• Number of signatories
• Signature tags for each signatory

You will then be asked to choose the sharing parameters for your template.

Finally, save the template, which will be added to your template library.

How to use a template

To search for a template in your library, click on + Add, then on Use a template.

Tick one or more documents to select them, then click on the Add to signing checklist button.

You will then be redirected directly to the Settings stage of your signature session. The type of signature and the type of envelope will already be filled in according to the template.

All you have to do is name the document to be signed and assign roles to the various final signatories (signatory, validator, etc.).

Finally, you’ll be redirected to the tag placement step, where the tags have already been placed according to the template, and can be modified at this stage. You can then send the document for signature.

The purpose of this document templates feature is to make you more productive, thanks to predefined and easily modifiable templates.

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?

By activating this feature, your signatories will be able to sign up to 15 documents at once.

Your signatories will experience an easier and faster signing experience.

How does it work?

Go on the Signing Checklist page and press the new toggle “Bundle documents” before you start signing.

You can also Schedule a signing, your documents will be bundled too.

Make sure you click on “Start Signing” (then “Start Now” or “Schedule a Signing“) to activate this option.
You can also use the multi-selection, your documents will be bundle.

What are the advantages?

• Your signatories will be able to sign up to 15 documents at once
• Each signatory will receive only 1 sms to validate the signature of multiple documents (advanced electronic signature)
• Keep your documents confidential: Each signatory sees only their documents while signing

This feature is only available with Docusign (simple and advanced electronic signature).

If a document is voided by one of the signatories (by clicking on th e “decline” button while signing), the whole envelope will be voided.

Find out more

There are several options:

• Cancel the signature of a document that has already been sent for signature by clicking on “Cancel signature” on the document’s menu.
• Send a pending document for signature immediately by clicking Send for signature now in the document’s menu
• Add a document to a current Signing session by clicking Add a document at the top right of the Signing checklist section.
• Modify the Validators, Recipients and Observers of a “Pending” document by clicking on Settings in the relevant document menu.
• Modify the Recipients and Observers of a “Sent” document by clicking on Settings in the relevant document menu.

How to interrupt a signing session in progress?

You can interrupt a signing session that is in progress by clicking on Stop signing at the top right of the Signing checklist section. When you do this, the following will happen:

• Documents that are already signed will remain signed;
• Documents that have been sent for signature will be canceled. They can be sent for signature later as part of a new signing session via the “draft” status; and
• Pending documents will become drafts. They can also be sent for signature later as part of a new signing session.

There are 3 ways to chase your signatories:

3 options to chase your signatories

This only applies to signatories who have not yet signed their document.
Signatories who have already signed are therefore not chased.

How to chase a validator?

Go to the bottom of your project Settings, in the Signature tracking you can chase your validators.

How? Click on the Chase button in the Validators column.

To validate a document in the Signing checklist, the validators must have an activated account. Go the Participants page to check if your validators have activated their accounts.

You can chase a validator only if your document is in “waiting for validation” status.

To add a document to the signing checklist, click on “Add a document” at the top right of the “Signing checklist” page.

From the Documents page, click on the menu (three small dots icon) and then on “Add to signing checklist”.

How to define a signature order between documents?

Once the order is set up, it is shown in a column to the right of your signing session.

Once you have defined your signing order, you can start the signing session. A pop-up window will summarize what documents are being sent for signature and in what order.

How do I start my signing session?

Step 1:

To start your signing session right away, click on Start signing and then Start now.

A pop-up window will appear to let you check the content of your signing checklist

Step 2 (optional):

if documents are not signed before the signing session ends, they will turn into “voided” status.

You can add a personalized message to signers. The message will be transmitted to all signatories of the session within their signature notifications.

How do I schedule my signing session?

If your signing session is ready but is not due to start until tomorrow morning, for example, you can also schedule it to start later. To do this, click on Start Signing and then Schedule Signing. 

The signing session will automatically start at the selected date and time. You will always have the possibility to change the time and date or to cancel the scheduled session.

Who can see the progress of the signing session?

Only people designated as signatory, validator or observer as well as all the Project Managers can view a document’s status and its evolution (draft, sent, pending, signed or canceled).

1. Verify the icons next to the Participant’s name .

• If the mention “account not activated” is displayed, it means that the Participant has not yet activated their account.

• To send them an email with a link to activate their account, click on the envelope icon.

If a grey ID card is displayed, it means that the Participant has not yet verified their identity.
The Participant can carry out their identity verification (i) following the prompt that appears upon their first connection, if you activated the Request identity verification option when inviting them to the Project, (ii) prior to carrying out their first Advanced electronic signature (they will be automatically directed to this step upon signing) or (iii) by going to their Profile at any time.

2.  Export the Participants list in Excel or Word format by clicking on Import/Export at the top right of the Participants page. This will give you an overview of the Participants on the Project, and will allow you to make sure that they have activated their accounts and / or completed their ID verifications. Exporting the list in Excel will also allow you to re-invite all the Participants on that Project at once to any other Project.

Account activation is required to access a Project and sign documents using Advanced electronic signature on Closd.