Activating your free trial

1. When you’ve requested a free trial of Penneo Sign, you’ll receive an email from us with an activation link. Follow the link to create your account, and configure your credentials. 
   
   
2. Configure your credentials by clicking on Configure Classic Credentials. In this section you will be prompted to create a new password. 
3. Once you’ve updated your password, click on Start Penneo and login to get started! 

Sending your first document 

1. Once you’ve logged into the platform, you’ll see your personal dashboard. Which should look like this: 
   
   
2. To send a document for signing, click on Create new in the top left hand corner. You will have the two document options.
3. Select Case file and fill in the document details.
    
   1. Please fill out the Title field, to give your document the correct name. 
   2. When selecting a signing flow, use the flow that best describes the task to be completed. 
   3. You can define whether the people who sign the document should be able to see all documents, or only the documents that require their signature. 
4. Click Save & continue. 
5. Now it’s time to upload your documents - make sure that your documents are in pdf format, and then upload them to the platform. Here you will be able to rename the documents and define the document type. 
   
   
6. Click Save & continue.
7. Let’s add your recipients! You can add all the people who need to sign your documents by clicking Add recipient and filling in their details and signing roles.
   
   Some important things to be aware of are: 
   1. You can select whether your recipients will be required to sign documents or receive a copy
   2. You can mark a recipient as yourself with the This signer is me check box.
   3. It’s important to note if they’re going to be signing on behalf of someone else.
   4. It’s important that you select each recipient’s signing roles - there can be more than one.
8. When adding your recipients, you have a few more options: 
   1. You can set an activation date for the recipient if needed (the recipient will be able to sign this document from a certain date).
   2. You can customise the name of the signing roles.
   3. You can either restrict or remove restrictions on who can sign the documents. 
   4. You can choose which type of identification is required to view and sign the documents.
   5. You can choose to set electronic reminders and the frequency of them. 
      
      
9. Once you’ve added all your recipients, you have the option to customise the message they receive when being asked to sign the documents. This allows you to tailor the message to the purpose of the documents.
   
   
10. Click Save & continue.
11. Double check all the details are correct, and then you’re ready to click on Send document. 
    
    
12. Congratulations! You have successfully sent your first document! It will now be shown as a pending casefile in your dashboard overview! 

Signing documents as a recipient

Once you’ve sent your documents for signature, your recipients will receive an email inviting them to read and sign the documents. The process for your signers looks like this: 

1. The recipient receives an email with your tailored message in it, inviting them to read and sign the documents. 
   
   
2. When they click on the link in the email, they’re taken directly to the document. 
3. They are then presented with the signature options you selected in the setup, e.g. using an eID. 
4. Once they’ve signed the document, you will receive a notification of the completed signatures, and in the end a completed signing flow! 

Congratulations - you’ve now successfully completed your first signature collection with Penneo Sign!