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Sending an Envelope for Simple Electronic Signature with ID verification (SES+KYC) ​

Video Tutorial:

Sending an Envelope from the Web Application ​

  1. Log in to the Nota Sign Dashboard.

  2. Navigate to Agreements.

  3. Click Send an Envelope in the top-left corner.

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Step 1: Upload Documents ​

Upload files to your envelope:

  • Click or drag and drop files into the Add Documents area.

  • You can upload multiple files, up to a total size of 100 MB, in common formats such as PDF, Word, Excel, PNG, JPG, and more.

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Step 2: Add and Configure Singers ​

Add Singers

  1. Enter the Name of each Singers.

  2. Enter the Email Address of each Singers.

  3. (Optional) Enable SMS reminders (requires purchased international SMS credits).

  4. Click Add Signer to include additional recipients.

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Enable Identity Verification: When enabled, signers must complete identity verification before accessing the document.

  1. Click Customize in the top-right corner.

  2. Select Add Identity Verification from the dropdown menu.

  3. In the Identity Verification field, choose Nota Sign ID Verification.

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Signing Order​​: Enable if signers must sign in a specific sequence.

  1. Select Sign in Order.

  2. Drag and drop signers to arrange the desired order.

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Step 3: Set Envelope Details ​

  1. Envelope Subject​: Automatically populated from the document name; you may edit it.

  2. Digital Signature Type​​: Select ​​Not Required​​ for standard SES signatures.

  3. Expiration Date: Specify a signing deadline (defaults to 90 days from envelope creation).

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Optional Fields:

Add Message: Internal message shown in the envelope summary.

Add CC : Include observers who will be notified upon envelope completion.

Click ​Next to proceed​​.

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Step 4: Configure Fields ​

You will be taken to the Signature Configuration page, which includes the following panels:

  • Participant List: Select a signer to configure their fields.

  • Field Toolbar: Drag-and-drop fields (signature, text, checkbox, etc.) onto the document.

  • Document Preview Area: Review the uploaded document and place fields.

  • Document Navigator: Navigate through multiple uploaded files.

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Steps:

  1. Use the dropdown to select a signer.

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  1. Drag the required fields onto the document:

  • Signing Fields​​: Signature, stamp, date.

  • Input Fields​​: Text fields, checkboxes, image uploads, attachments.

- ⚠️ Important: When using a Text Field, the assigned recipient must complete the required field before the signing process can proceed. Please ensure that all required text fields are properly filled by each designated signer to avoid delays in workflow progression.-

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  1. Customize each field:

  • Assign to signers.

  • Mark as required.

  • Add labels, hints, default text,and formatting.

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Step 5: Send the Envelope​ ​

When all fields are configured, click Send.

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All signers will receive an email or SMS notification inviting them to complete the signing process.

- 💡 Tips: Once successfully sent, one envelope credit will be deducted. -