Videosign

This guide explains how to upload documents, prepare them for signing, and complete the signing process during a Videosign meeting.

Documents are securely signed within the meeting room and are supported by a full audit trail and certificate of authenticity.

Documents can be uploaded when scheduling a meeting or during the meeting itself.

Multiple documents can be uploaded to the same meeting.

This step-by-step guide will show you how to upload a document when you're in the Videosign meeting room.

Please Note: All documents must be in PDF format to be uploaded to the meeting room. They must also be no larger than 5MB in size.

Upload a Document in a Meeting

Documents can also be saved as templates via Videosign Contract Creator (VSCC). 

Signature tags highlight where participants are required to sign a document.

Adding signature tags helps guide participants during the signing process and ensures signatures are placed in the correct locations.

Once added, the size and position of a signature tag cannot be adjusted by the signee.

This step-by-step guide will show you how to add a Signature Tag to a document when you're in the Videosign Meeting Room. 

Signature tags highlight areas of the document where users are required to sign. This can help speed up the signing process during a meeting, especially if the document requires signatures in multiple different areas.

Add a Signature Tag in a Meeting

 Signature tags can also be added to templates when creating reusable documents.

Participants can sign documents directly within the Videosign meeting room.

 – use a mouse, trackpad, or touch screen

 – generate a typed signature in a handwriting font

 – upload a saved image of your signature

This step-by-step guide will show you how to sign a document in the Videosign meeting room.

A signature can be added manually to a document by the signee, or a 'signature tag' can be signed.

Sign a Document

Directsign allows you to send a document to a single participant to sign without scheduling a traditional meeting.

The participant receives an email with a secure link to join the meeting room and complete the signing process.

You can track progress of all Directsign documents and send instant reminders from the dashboard.

This step-by-step guide will show you how to send a document with Directsign.

Directsign allows you to send a document to a single participant to sign. They will receive an email with a link to join a Videosign meeting room and sign the document(s).

Send a Document with Directsign

Once all parties have signed, the meeting host must finalise the document.

This will generate the Certificate of Authenticity and audit log.

After finalising, you can download the completed document.

Once a document has been signed by all parties, it needs to be saved and finalised by the meeting host. This process will create the Certificate of Authenticity and Audit Log of the meeting and signatures.

This step-by-step guide will show you how to finalise and download a document from the Videosign meeting room.

Finalise a Document

If you cannot find the information you need in these guides, our support team is here to help.

Documents and Signing

1. Upload a Document

2. Add Signature Tags

3. Sign a Document

4. Send a Document with Directsign

5. Finalise and Download the Document

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