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FAQ about E-signature

Jump into our frequently asked questions for more information about E-signature.

1. What does the status "declined" mean on a document I have sent for signature?

The status "declined" on a document you have sent for signature means that the person has refused to sign the document. When a person declines, they must provide a reason via a text message that is collected by the system. The administrator will receive an email notification including the reason, which will also appear in the document viewer.

 


 

2. How to send multiple documents to sign?

To send multiple documents for signing, follow these steps: 

  1. On your sidebar, head to Documents
  2. Select Send in bulk
  3. Upload a PDF document
  4. Decide on the Splitting settings
    • Keep documents with all their pages
    • Split per pages
    • Combine all documents into one
  5. Choose destination folder
  6. Select “Request e-signature”
    1. Recipient: The recipient of the document will receive a signature request.
    2. Additional signer: The selected users will also receive a request to sign the file.
  7. Click on Upload file
  8. Once the document has been uploaded, apply filters if needed, and select the employees = recipients
  9. Click on Send to X employees


The document will be uploaded to the recipient's "My Documents" section in the defined folder. An email will be sent to the employee whenever a new document is uploaded, and they will receive a notification via email and on their Pending Task.

 


 

3. How to sign a document?

To sign a document, you need to follow the steps below:

  1. Open the received notification on your dashboard indicating a signature is required
  2. Read the instructions and click on Start
  3. Sign the document
  4. Accept the conditions
  5. Click on Send document

The document that you're signing should be in a PDF format and it should not be edited or encrypted. Make sure to place the signature inside the provided box.

After signing and sending the document, your Administrator will be notified of your signature and will also receive a confirmation via email.

 


 

4. Is it possible to sign multiple pages of a document?

Yes, you can sign multiple pages of a document. However, with our advanced digital signature, you only need to sign one page. The digital signature acts like a stamp that covers all pages of the document. For more information, visit our partner's page: Documents - Questions.

If you prefer to have a user sign each page, this can be done through the employee's profile. This option is available only for files uploaded individually with a single recipient.

  1. On your sidebar, head to Employees 
  2. Select the employee you wish to request an e-signature
  3. Upload a PDF document
  4. Choose the destination folder (if you are not already inside a folder)
  5. Select “Request e-signature”
    1. Recipient: The recipient of the document will receive a signature request.
    2. Additional signer: The selected users will also receive a request to sign the file
  6. Select “Advanced signature setting” if you wish to place the signature
  7. Drag and drop the signature cards where you wish the recipient to sign and resize them if needed.

You can place multiple signatures in the same document, meaning the user can sign multiple times in the same document.

 

8. Click on Upload document and request e-signature.

 


 

5. Is it possible to decide the placement for the signatures?

Yes, you can decide where to place signatures. This option is available through the employee profile and only when uploading individual files. These advanced settings let you specify the exact location for the signature.

Please follow the steps outlined in the previous question to do this.


 

Yes, the Factorial e-signature is legal. The electronic signature solution provided by Factorial is offered through Signaturit, which is a legaltech company accredited as a Qualified Trust Service Provider (QTSP). This company provides solutions for electronic signatures, certified electronic delivery, and electronic identification. In the European Union, the eIDAS regulation establishes the minimum requirements to consider an electronic signature valid and its legal effects. However, the legal validity of electronic signatures can vary depending on the document and is subject to the legislation of each country. Therefore, it is recommended to consult with your legal advisor for specific use cases.

 


 

7. What’s the maximum size of a document sent to sign?

The maximum size of a document that can be sent for E-signature is 15MB. Any file larger than that will be correctly saved, but no E-signature will be requested.

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