Using Videosign with intelliflo

Welcome to Videosign!

Our platform provides a secure, remote contract signing experience with video witnessing and a complete audit trail.

This guide will help you get started with Videosign and navigate key features.

Need help? Visit our Help Center!

1. Setting up your account

Download Videosign from intelliflo Store

In order to use the Videosign x intelliflo integration, you will need to download the Videosign app on the intelliflo store. The guide below will show you how.

Activating your account

Before you can log in to Videosign, you will need to activate your account by following the link in the welcome email.

Follow the guide below to activate your account and get started with Videosign.

Please note: If you do not receive the welcome email, please check your junk/spam folder before contacting us.

Web Browsers and Devices

For more information on which web browsers and devices are compatible with Videosign, please refer to the guide below.

2. Log in to Videosign from intelliflo for the first time

When using the Videosign x intelliflo integration, you will access Videosign directly from your intelliflo account.

You can also use Videosign outside of intelliflo. Please note: Any meetings hosted by going directly to the Videosign platform, and not via intelliflo, will not sync to your intelliflo account.

If you would like to learn more about the difference between using Videosign via the intelliflo integration, and as a standalone service, please contact us.

3. Schedule a Meeting

To schedule a Videosign meeting using the intelliflo integration, please follow the guide below:

4. Join a Meeting

Once you've scheduled your first meeting, it's time to join it!

To join a meeting, please follow the guide:

5. Upload a Document

When you're in the meeting room, you can upload a document.

Documents can be categorised as:

• To be signed; or

• Read only

All documents must be in PDF format to be uploaded to a meeting room. They must be no larger than 5MB in size. Multiple documents can be uploaded at the same time.

To upload a document in a meeting, please follow the guide:

6. Recording a Meeting

Manual Recording

You can start/stop recording a Videosign meeting at any point. You can record the entire duration of the meeting if you like.

To learn how to start/stop a recording, please follow the guide:

Automatic Signature Recording

An automatic recording will start as soon as a user begins signing a document, and will stop when the 'Save changes' button is clicked. You will be notified on the screen when the recording starts.

If you have started recording the meeting before signing process begins, that recording will automatically stop and save when a signature takes place (as the automatic recording of the signature then begins). Once you click 'Save Changes' after signing, the automatic recording will stop. You then need to manually start recording again.

Download a Recording

Once a recording has been saved, it can be downloaded as a mp4 file from the meeting room.

To download a recording, please follow the guide:

7. Control in a Meeting

Having 'Control' within a Videosign meeting allows users to perform actions, such as signing a document, starting a recording, uploading documents etc.

The Host of the meeting can give and take back Control at any time they like. Only one participant can have control at any one time.

The user who joins the meeting first will have Control by default.

To learn more about giving and taking control in a meeting, please follow the guide below:

8. Adding a Signature Tag in a Meeting

Signature tags highlight areas of the document where users are required to sign.

A signature tag's size and position is determined when the signature tag is added by the meeting host and cannot be adjusted by the signee.

This can help speed up the signing process during a meeting, especially if the document requires signatures in multiple different areas.

To add a signature tag, please follow the guide below:

9. Sign a Document

Ways to Sign

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

Manual signatures need to be resized and positioned on the document in the correct place by the signee.

A signature tag's size and position is determined when the signature tag is added by the meeting host and cannot be adjusted by the signee.

Signing Methods

There are 3 signing methods on Videosign:

• "Draw your signature" - You can draw your signature directly onto the screen using a mouse, trackpad or your finger (touch-screen devices).

• "Type your name" - This will be a typed signature in a handwriting font.

• "Upload your signature" - Upload a pre-captured image of your signature.

The guide below will show you how to sign a document:

10. Finalise a Document

Save & Finalise

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.

To finalise a document, please follow the guide below:

Download a Finalised Document

When you host a Videosign meeting via the intelliflo integration, your saved and finalised documents will automatically sync to your intelliflo account, where you can download them.

The download will be in PDF format and will include the signed document, signee details, record tracking, certificate of authenticity and signee events.

You can also download the signed document directly from the Videosign meeting room if you prefer.

To download a finalised document, please follow the guide below:

Next Steps

Congratulations! You should now be able to schedule and join meetings, as well as sign and finalise your documents with ease.

What’s next?

Continue to enjoy secure, seamless remote signing and meetings - and take your workflow even further with Videosign’s powerful tools.

• Ready to explore the Videosign Contract Creator? Effortlessly generate professional, compliant contracts in minutes.

• Need extra support? Visit our Help Centre and reach out to our team—we’re here to help!

Happy signing!