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Register for free


 

 

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

Enter the necessary data, agree to the terms and conditions. You can complete the registration by clicking on the "Register" button.

 

 

The registration was successful and you will receive an email shortly to verify your registration.

 

 

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.

 

 

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

 

 

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Start page


 

 

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


 

 

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

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

Information on the certificate level can be obtained by clicking on the question mark. The user account can also be completely deleted in the profile settings page.

 

Selection of signature type:

 

 

  • Show selection window
    -> With this setting you have the possibility to choose how you want to sign before each signature process.
  • Always sign with Pad
    -> With this setting the signature is always signed with the signature pad.
  • Always sign with Smartphone/Tablet
    -> With this setting, a QR code is always generated, which can be scanned either 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 with HTML-Signer
    -> With this setting, you always sign directly on the screen using an HTML signer (intended for PCs with touch screens).

 

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


 

 

The desktop is the administration location to have an overview of documents.

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


 

 

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

With a click on "Add contact" you can easily add new contacts via the e-mail address or with the user name.

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


 

 

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

Creating a signature request (uploading a document and 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 signature request


 

 

 

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.

 

 

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.

 

 

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:

 

 

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 signature request


 

 

As soon as you receive a signature request, the document to be signed will be displayed textually on the start page and on 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.

 

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 get back to the view mode, afterward also by clicking on "Start Signing".

 

 

After all, signatures have been executed, the signed completed document is ready and can be downloaded directly from the Document Viewer or from the desktop.

 

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Sign with StepOver signature pad


 

 

When using a StepOver signature pad for the first time, the StepOver Pad Connector must be installed once.

The Pad Connector is a local application and is used for communication between the signature pad and webSignatureOffice, see a) with StepOver signature pad.

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

 

 

Click on "Download" 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 Smartphone/Tablet using StepOver Apps 


 

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.

 

 

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


 

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


 

 

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

This saves you the step of having to complete and reopen the signature request for your own use before you can sign it.

"Sign now" costs one credit, 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)


 

 

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

 

 

After a click on the green tick, the signature process starts, then you will be asked to enter your password.

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

 

 

 

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PrintToWeb


 



PrintToWeb is a virtual printer that can be used from any 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 creating 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 can optionally save your webSignatureOffice credentials so you don't have to re-enter them when printing with PrintToWeb.

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

 

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:

 

The following settings are available for PrintToWeb:

  • Change user (just overwrite the username)
  • Save Username and password
  • Change upload server
  • 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-Link: https://www.stepoverinfo.net/download.php?key=p2w

 

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