How do I send a document for signature using Secure Exchanges via Outlook Web?

To use the Secure Exchanges signature system, an Advanced or Pro license is required. For more information about our licensing options and to upgrade, please visit our website .

Compose the Message: Start by writing your email as usual by clicking on "New Message". Enter the recipients' addresses, the subject, and the body of the message.

The order of the recipients will determine the sequence of signatures.

Attach the Document: In the Secure Exchanges window on the right of your screen, drag and drop the file into this window or use the "Select your files" option to add it from your computer.

Important: The document must be in PDF format.

If you only want to send an attachment, click send; otherwise, to obtain a signature, click on "Request a signature" to begin the process.

Creating signature areas: Use the following icon " " to open the signature area configuration window.

If you are also a signatory of the document, check the box "I must sign the document(s).

First, we recommend that you check the “Use digital signing certificates” box. Next, draw the signature areas by holding down the left button on your cursor and moving the mouse.

Use the drop-down list to specify the type of information required in each area (signature, initials, text, date, etc.).

      

When creating signature areas in your document, you can use keyboard shortcuts for increased efficiency. Each field type corresponds to a specific letter. For example, press the "S" key to quickly insert a signature field, or "N" to add a number field. These shortcuts simplify and speed up the process of setting up your signature areas.

If you have only one signer and have finished defining the signature areas, proceed to the next step. However, if multiple signers are required, select the next signer from the dropdown list and repeat steps 5 and 6 to define the signature areas.

To allow multiple people to sign the same document, you need the multi-signature feature, which is available with the Pro license. To modify your license, please refer to the following article: How to modify my license.

When you have finished defining your zones, press "Save" then press send with Secure Exchanges.

Signature Notification: You will be notified once the recipient has signed the document, then you will receive a copy of the signed document that you can download to your files.

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