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Register for free

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The registration is for free and finished can be completed in just a few steps. The language selection is can be chosen between available in German, English, Portuguese and Spanish.

Enter your the necessary data and , agree to the terms and conditions. After You can complete the registration by clicking on the "Register" you get forwarded to following verification page:button.

 

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After a few minutes The registration was successful and you will receive a confirmation an email with link shortly to confirm verify your email address. You can either click on the link or enter the shown code by yourself.

Enter your Login and password and confrim with "Submit Code". Now you are successfully verified.

 

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Click "here" to arrive User login.

 

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registration.

 

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To verify the new webSignatureOffice account, you must enter your login name/email and password again and confirm with "Submit code".

Now you have successfully verified your account and logged in to webSignatureOffice.

 

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Click on "here" you will be forwarded to the login page.

 

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Start page

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After Login you allways get forwarded to the start page.

Here are all information at a glance about your waiting and finally signed documents.

It's possible to upload a pdf-document and you also have a overview of useful apps in combination with wegSignatureOffice.

 

 

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menu bar

 

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Following icons are shown (from left to right):

  • Profile data
  • Start page
  • Desktop
  • Contacts
  • History
  • Credits
  • Help
  • Logout
  • Language selection

 

 

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Profile data

 

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The start page serves as an overview, where you can get useful information at a glance, such as incoming contact requests, the number of open signature requests or an overview of our apps.

You can also comfortably upload PDF documents here with just one click or by drag & drop.
 
On the upper bar, which remains permanently displayed, you can access the profile settings, language selection, help/operating instructions and log off the user.

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Profile Settings

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In the Profile settings page, you have the possibility to add/change your data, upload a profile picture , or and change your password.

You can sync the needed documents with the SignatureOffice app on your mobile device¹, select your you can also select how you want to sign (signature capture) and see your own identification certificate level (Upgradesupgrade certificate level), which can be also be upgraded at this pointhere.

Click Information on the certificate level can be obtained by clicking on the question mark to get information about the identification level. You also see the terms of use. The user account can also be completely deleted in the profile settings page.

 

Selection of signature capturetype:

 

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  • Show selection window
    -> You > With this setting you have the choice possibility to choose how you want to sign before every signing each signature process.
  • Always sign with padPad
    -> You always sign with > With this setting the signature is always signed with the signature pad.
  • Always sign with smartphoneSmartphone/tabletTablet
    -> A > With this setting, a QR code gets createdis always generated, which has to can be scanned with the Signer app² to sign on the display of your smartphone/tableteither with the SignatureOffice App¹ / Capture App² or a QR code capable camera/ QR code scanner on the smartphone/ tablet to then be able to sign on it.
  • Always sign on displaywith HTML-Signer
    -> You sign with a html-signer > With this setting, you always sign directly on the screen using an HTML signer (intended for PCs with touch screens).

 ¹ 

¹ iSignatureOffice for Apple iOS/ aSignatureOffice for Android/iSignatureSuite for Apple iOS/ aSignatureSuite for Android.

² iStepOverCapture for Apple iOS/ aStepOverCapture for Android/iStepOverSigner for Apple iOS/ aStepOverSigner for Android.

 

 

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Desktop

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The Desktop desktop is the center of viewing and editing administration location to have an overview of documents.

It's segmented in following parts:

  • Document Explorer
  • File Upload
  • Key
  • Document Preview

 

Document Explorer:

Here you are able to open or delete selected documents, download completely signed documents and stop signature requests.

It's also possible to restart failed documents with "Restart signature request".

Only the document owner is able to stop or restart a signature request.

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You are also able to create folders which can contain any number of documents and another folders.

You have the option to sync the selected document with the app on your mobile device (iSignatureSuite/ aSignatureSuite) by clicking the checkbox "Sync".

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File Upload:

PDF-documents can be uploaded by Click on or drag&drop.

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Key:

The Key shows the available document types.

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Document Preview:

The Document Preview shows a single-sided view with detailed information like document name and page number etc.

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Here you have the following options: Upload, download, delete, rename and synchronize documents with the SignatureOffice App. You can also create folders that can be filled with any number of documents.

You can also stop signature requests or renew expired signature requests.

The search and filter functions, with which you can find the desired document easily and in detail, ensure clarity.

Selected documents are displayed on the right side in a document preview with additional information, such as the creator of the document, etc.

 

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Contacts

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Here you have a detailed overview about your contacts (other webSignatureOffice user).

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All your webSignatureOffice contacts are listed here. Marked contacts are displayed on the right side with detailed information.

With a click on "Add

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contact" you

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can easily add new contacts

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via the e-mail address or with the user name.

You also have a overview about verified contacts and sent and received requetsts.

 

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A new contact request will be shown textual on start page and on top with an exclamation mark in the icon.

With a click on the link under "Information at a glance" you get forwarded to contacts.

 

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History

 

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In History you have a detailed overview about:

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Credits

 

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Furthermore, you can delete contacts and create contact groups.

Existing contacts can easily be moved to new contact groups by drag & drop, this contact will be copied and remains under "My contacts".

Linked contacts in the contact groups can be deleted at any time without completely deleting the contact from the contact list. If you delete a contact from the folder "My Contacts", it will be completely deleted from the contacts.

 

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Credits

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Here you can buy credits via PayPal. You need credits to work on webSignatureOffice.

Creating a signature request (upload uploading a document and set setting a signature field) always costs one credit.

With less than 3 credits you receive up to 3 free credits per month.

 

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Create

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signature request

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You can create a signature request either out of an original document ( 1 ) or by uploading a new PDF-document.

It's possible to upload in the User Interface ( 2 ) or with our virtual printer PrintToWeb.

 

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After clicking "Set Signature" you can drag a signature field as big as you need.

 

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After creating the signature field you have following options:

  • Set signer
    -> Here you have to choose the signer.
    Click on the three points to see following page:

 

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You can choose yourself, existing contacts, or new contacts by email adress.

You can also invite new contacts (by email) to register themselves on webSignatureOffice (registration required), or add them as Guest signer (no registration required).

Optional with name and authorisation password.

 

  • Mandatory
    -> A mandatory signature field has to be written mandatory. If you reject it the document gets failed.
    If you don't set the check mark it is an optional signature field which has not to be signed mandatory.

 

  • Type
    -> Here you can choose how to sign.

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  • Click to sign (with password)
    -> hereby there is no handwritten signature needed. After entering the password it will be created a digital stamp.
  • Handwritten
    -> hereby you can sign with Signature-Pad, Tablet or Smartphone.

 

  • Reason
    -> Here you can enter a reason for signing.

 

After clicking on "Next" you will get to following page:

 

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Here you have the option to enter an email text or add an observer. Hereby you allow inspection.

There are also two checkboxes relating to iSignatureSuite:

  • Disallow adding signature fields
  • Allow single signature

Additionally you can save this signature request as a template.

 

After clicking on "Finished" you get notified about the payment:

 

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Finishing a signature request always costs one credit. After complete it with "Continue" you get back to desktop.

 

 

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Guest signer

 

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It's possible to add a guest signer with email adress (It's not necessary to register/ no registration required).

You have the option to enter a name or an authorisation password. With a click on "Add" this contact gets saved.

After finishing the signature request the guest signer gets an email with link to retrieve and sign the document.

 

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After clicking on the link you get forwarded to the document.

 

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After entering the password and confirming the terms and conditions you can sign the document.

 

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After signing the document the guest signer can download it.

  

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After uploading a PDF document, it will be opened in the Document Viewer, where you can view, browse and zoom the document. If there are form fields in the PDF document, these can also be filled directly in this viewer.

It is not possible to add additional form fields to the document later in the webSignatureOffice Viewer. Please note that all form fields can no longer be filled or edited after a signature has been set.
On the right side of the page, there is a page preview and a table of contents (if available in the PDF), which can be expanded or collapsed.
 
With a click on "Set signature" you can then click and hold to open a signature field of any size or click once to attach it with predefined dimensions.

 

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Each signature field is divided and defined as follows:
  • Please set signer.

   -> Here you can add the desired signer.

 

  • Type:
      Signature with password entry (user certificate)
      -> No handwritten signature is required here. A certificate-based signature is created by entering a password.
    
     Handwritten
     -> Herewith is handwritten signed with signature pad, tablet, smartphone.
  • Mandatory field
          -> a mandatory field must be signed. If this is refused, the document will be considered as failed.
If the checkbox is not set, it is an optional signature field, which does not have to be signed.

 

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Add signer:

 

  • Unknown user
    -> This function is used to create a document link without having to define a specific user. For example, if it is not yet known who is to sign the document, or something similar.

 

  • Select own user

 

  • Select contact
    -> here existing contacts can be selected.

  • Invite user
    -> here unregistered users with the e-mail address are invited to register for webSignatureOffice in order to sign the generated signature request.
    If the desired user already has a webSignatureOffice account, he does not have to register again but can sign the signature request directly.

 

After you have set all the desired signature fields in the document, click "Next" to go to step 2:

 

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Sending signature requests of the PDF document with signature fields can now be completed here. Optionally you can change the expiration date and add an observer (confirmed contact) who can view the document but cannot edit or sign it if it has not been defined for a signature field.

Either you can create the signature request directly with a click on "Create signature request" or you create a template from it with "Create template" in order to be able to complete it at a later time for the signature request.

A template does not expire and does not cost a credit when it is created, only when a signature request is created from the template it costs a credit.

 
If there is an unknown user to sign the document, the link for the document can be generated with "Generate link" to the signature request.
The document link is generated and displayed directly, which can then either be copied and sent manually or sent via "Send via e-mail" from the webSignatureOffice Server to the desired address.
 
A signature request can contain any number of signature fields for any number of signatories, and the uploaded PDF documents for creating a signature request can also contain any number of pages.
Completing a signature request always costs one credit.

 

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Sign

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signature request

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As soon as you receive a signature request, the document to be signed will be displayed textually on the start page and on top with an exclamation mark in the icon.

With a click on the link under "Information at a glance" you get forwarded to the desktop.

 

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A waiting signature request is shown as a red document.

With a double-click or "Open" you get forwarded into the document viewing mode.

 

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Here you can review the document and also edit existing form fields before signing.

After a click on "Start Signing" you get asked how to sign.

The options are:

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  • On this display
    -> This function is mainly planned for signing on mobile devices.
    -> You sign with a HTML-Signer directly on the display (e.g. on your smartphone/ tablet with your finger or touch pen. On PC with mouse/ mouse pad.)

 

If you are in signing mode but you don't want to sign yet you have the option to stop the signing process with the desktop. Self-signed signature requests are marked with the status "to sign".

In addition, the duration of the validity of a signature request is displayed in red. If a signature request expires or is denied during the signing process, it is labeled with the status "failed".

Failed documents can no longer be signed and can only be renewed to a valid signature request by the document creator (this does not cost any credit).

A double click or a click on "View" takes you to the document viewer. There you can view the document, fill in form fields if necessary and then sign it.
 
With a click on "Start signing" you are asked how you want to sign.

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You have the following options for signing:

  • Signature pad
    -> You can sign with a connected StepOver signature pad.

  • Smartphone/tablet
    -> You sign either with the StepOver Capture App, the SignatureOffice App or in the mobile browser of a smartphone/tablet.

  • On this display
    -> This function is mainly intended for mobile devices and PCs with a touch display.
    -> You can sign directly with the device on which you have opened the document viewer (e.g. on a smartphone/tablet or tablet PC with your finger or with a stylus) via HTML signer. On the PC also possible with a mouse/mouse pad.

 

If you are already in the active signature mode but still do not want to sign, you can stop the signing process by clicking "Stop Signing".

You return to document viewing get back to the view mode,  click afterward also by clicking on "Start Signing" if you want to sign again.

Following pop up occurs after successful signature:

 

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The After all, signatures have been executed, the signed completed document is signed successfully ready and can be downloaded now. It is shown as a green document in directly from the Document Viewer or from the desktop.

 

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Sign with StepOver signature pad

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At the first use of When using a StepOver signature pad you have to install our pad connectorfor the first time, the StepOver Pad Connector must be installed once.

The pad connector is required Pad Connector is a local application and is used for communication between the signature pad and webSignatureOffice.After selecting "With my , see a) with StepOver signature pad.

If you click on "Signature Pad" without having already installed the Pad Connector, the following message occursappears:

 

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The pad connector gets installed automatically with a click Click on "Download" .

This has to be installed only once, after that every StepOver signature pad gets found automatically.

 

With a plugged signature pad the message "Found a device" occurs.

Now you can sign on your pad.

 

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You have the option to reject signature fields with the red X. There can be optional or mandatory signature fields.

If you reject a mandatory signature field the signature request gets failed and can't get signed anymore.

An optional signature field can get rejected without finishing the signature request.

After signing you have the option to repeat your signature for a few seconds with a click on the yellow repeat-button.

If you don't click it the signature gets confirmed automatically after a few seconds.

 

We also offer StepOver signature pads with which you have the option to cancel, repeat and confirm directly on the pad.

Independently of the pad these buttons are always available in webSignatureOffice. 

 

 

to download the Pad Connector and install it.

After successful installation, all StepOver signature pads will be detected automatically.

If you now select "Signature Pad" to sign, the connected StepOver signature pad will be recognized and you can then sign on it.

 

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Sign with

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The StepOver Signer App is available for Android and Apple devices.

You find the appertaining links on the start page directly after login.

 

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If you choose "With my smartphone/tablet" as type of signature, a QR-Code gets generated.

 

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Now you have to scan the QR-Code or type in the Document-ID in the Signer App.

 

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After that you get forwarded into signing mode.

Now you can sign directly on your tablet or smartphone.

 

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After signing you can either repeat your signature (yellow repeat-button), cancel the signature process with the red X, or finish signing with the green check mark.

If you cancel the signing process with the red X you get back to document viewing mode. With the pen icon on top right you can restart signing.

If you confirm your signature with the green check mark the document gets synchronized and closed on your mobile device.

 

Smartphone/Tablet using StepOver Apps 

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If one chooses "Smartphone/ Tablet", a QR code is generated that can be scanned with the SignatureOffice/Suite App/ StepOver Capture/Signer App or a QR code scanner in order to be able to sign afterward on the mobile device.

For information regarding system requirements and apps, see b) with iOS or Android.

 

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After scanning the generated QR code, the signature request is loaded and displayed on the mobile device and can be signed with the finger or a supported touch pen.

 

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Sign with HTML-Signer on the screen

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The HTML-Signer is mainly planned for browser on mobile devices like tablet or smartphone. You can sign directly with a touch pen or finger.

But you can also use the HTML-Signer on your PC Browser, signing with mouse/ mouse pad.

 

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You have the same functions as with signing with signature pad. It's possible to reject the signature with the red X or skip optional signature fields, mandatory fields can not get skipped.

After finished signature you can either repeat it (with the yellow repeat-button) or confirm it with the green check mark.

 

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If you select "On this display", you can sign directly on the device in which you have opened the document via HTML signer.

No app or additional application is required. This function is mainly intended for devices with a touch display to sign with a finger or a touch pen.

With mobile devices, such as smartphones or tablets, you can sign directly on the device exclusively via HTML-Signer. The selection window is not displayed here, you get directly into the active signing process with a click on "Start signing".

For information about the system requirements, see c) with other devices (e.g. Windows Tablets/ Phone, etc.).

 

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Sign now

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With the function "sign Sign now" you the document creator can sign immediately after directly after setting a signature field, which has been selected for the own user, after only one click.

So you don't have to finish a signature request first to signThis saves you the step of having to complete and reopen the signature request for your own use before you can sign it.

"Sign now" also costs one credit.

 

After successful signature this will be shown in a yellow bar. With a click on "Next" you finish the document after payment.

 

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Signature Templates

 

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You have the option to create your own signature templates. A signature template creates automatically signature fields on each found search phrase.

With a signature template it's easier to create a signature request when you often want to set the same signature fields.

After a click on "Signature Templates" a screen gets opened to edit and define it.

 

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At first you create a new pattern with a click on "New" and choose a name, then you complete it with "OK".

After that you have the option to use this pattern automatically after upload of a document. This is optional, you can use a signature template in a document also manually.

There are following two options:

  • use pattern automatically for new documents with following text in its name
  • use pattern automatically for new documents with following text in its content

Additionally it's possible to create an automatic signature request directly after every upload of this document, otherwise the document will be opened in editing mode with the selected pattern.

 

Now you have to create a new field of the pattern:

 

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In the field you define the search phrase, the size and position of the signature field and the receiver (signer).

Additionally you have following checkmarks as option:

  • Mandatory
    -> has to be signed mandatory
  • Click to sign (with password)
    -> you sign with password and not handwritten

 

You can create various fields for one pattern.

The search phrase should be as detailed as possible, because on every passage in this document which contains the choosen search phrase will be set a signature field.

After entering the size and position you can view the signature field with "Find in document".

Finally you complete the signature template with "Save".

 

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Finished pattern can be shown directly after selecting it with a click on "Find in document".

So you don't have to select a field first to see the signature fields.

The difference to "Find in document" on field-selection is that you not only see single fields, you see all signature fields of the selected pattern.

 

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Save as template

 

You have the option to create document templates with predefined signature fields and signers.

This simplifies the creation of common signature requests, because you don't have to create that signature request once more.

 

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After uploading a document you have to set one signature field at least, then the button "Save as template" gets available.

With a click on it the template gets saved and is shown as a blue document in desktop.

 

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A document template doesn't expire and can be edited as completed to a signature request as often as needed.

Only when you complete a template to a signature request one credit gets charged.

 

 

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Due date

 

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Standardly a signature request expires 7 days after creating it and can't get signed after that, except you restart it.

You can change the due date to any day you want.

 

 

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, just like creating a signature request.

Once the signature has been executed with "Sign now", the document can be downloaded directly or completed with a click on "Continue"; in both cases, a credit statement query is a safe option.

With a click on "Continue" the credit is debited and the document is finished.

 

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Click to sign (with password)

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With If you select "Click to sign (with password)" you don't sign using handwritten, but a digital stamp gets created after entering your password.

 

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With After a click on the green check mark you start the signing process.Now you can enter your password, confirm tick, the signature process starts, then you will be asked to enter your password.

After successfully entering the password and confirming it with "Set Signaturesignature", the signature is generated.

 

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PrintToWeb

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PrintToWeb is PrintToWeb is a virtual printer which that can be activated used from any application with a printing function, just like a normal printer.

It generates a fully searchable PDF document which gets automatically uploaded onto webSignatureOffice.

This document is shown as a grey document (original document) in Desktop.

printable application to create PDF documents for webSignatureOffice.

After successful printing, the document is automatically uploaded to webSignatureOffice for further processing.

 

Upload via PrintToWeb:

After you select PrintToWeb and start printing you have to enter your login datacreating a document (e.g. with Microsoft Word) you can print it with PrintToWeb to upload it to webSignatureOffice.

After selecting PrintToWeb as the printer and starting the printing process, you will be prompted to log in.

 

 

You have the option to can optionally save your login.Finally you have to webSignatureOffice credentials so you don't have to re-enter them when printing with PrintToWeb.

With a click on "Upload File"Ok" the document is automatically uploaded to webSignatureOffice as a PDF document.
 
Manual upload with PrintToWeb:

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the uploaded document is in With a click on "Upload file" you can select the desired PDF document and then upload it to the webSignatureOffice server.

If the credentials have not been saved, you will be prompted to log in.

The uploaded PDF document is then available on webSignatureOffice on the desktop.
 
Settings:

 

 

There are following options in "Settings"The following settings are available for PrintToWeb:

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  • Change user (just overwrite the username)
  • Save Username and password
  • Change upload server
  • Show confirmation message and exit after 5 seconds
  • Language selection

 

You can check the upload server connection with "Check connection".

  • Display success message (after successful upload of a document) and hide again after 5 sec.
  • Open the uploaded document directly in the browser afterward
  • Language selection German/English

 

With "Check connection" you can check the successful connection to the webSignatureOffice Server.

PrintToCloud Download-Linkhttps://www.stepoverinfo.net/download.php?key=p2w

 

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