Dashboard and document creation
Once you have logged into the Penneo platform, you will see your personal dashboard displaying your current case activities.
To send a document for signing, click on Create new in the top left-hand corner of the dashboard. You will be presented with two document options for your new project.
Case file details and configuration
Select Case file and begin filling in the document details to initiate the signing process.
When configuring the Penneo case file, fill out the Title field to assign the document its correct name. Select the signing flow that best describes the specific task to be completed. You can also define whether the signers should be able to see all documents in the case file or only the specific documents that require their signature. Click Save & continue to proceed to the next step.
Document upload and formatting
Upload your documents to the Penneo platform ensuring they are in PDF format. During this stage, you can rename the documents and define the specific document type for each uploaded file.
Click Save & continue once all PDF documents are uploaded and correctly labeled.
Recipient management and signing roles
Add the people who need to sign your documents by clicking Add recipient and entering their personal details and signing roles.
When managing recipients, you can specify whether each person is required to sign the documents or should simply receive a copy. Use the This signer is me checkbox if you are one of the signers, and indicate if a recipient is signing on behalf of another entity. It is essential to select the appropriate signing roles for each recipient, as individuals can hold multiple roles.
Advanced recipient options allow you to set an activation date, which restricts signing until a specific time. You can also customize signing role names, restrict or remove restrictions on who can sign, and choose the required identification type for viewing and signing. Additionally, you can enable electronic reminders and determine their delivery frequency.
Message customization and delivery
Once all recipients are added, you have the option to customize the message they receive when invited to sign. This allows you to tailor the communication to the specific purpose of the documents.
Click Save & continue to move to the final review stage.
Final review and sending
Perform a final check of all document details and recipient information to ensure accuracy. When everything is correct, click Send document.
After the document is successfully sent, it will appear as a pending case file in your Penneo dashboard overview.