Add documents, signatories and prepare signing


Zivver Secure eSignatures makes it possible to sign sensitive documents from Outlook. This guide explains how to upload sensitive documents, assign signatories, and prepare them for signing.

Procedure documenten en ondertekenaars toevoegen

  1. Open a new message in Outlook.
  2. Click on the Zivver Sign icon on the right of the Zivver bar.
    Zivver is activated and a new window opens.
  3. Click “Click here to upload your .pdf or .docx files”.
    A file explorer window opens.
  4. Select a file (.pdf or .docx) that you want signed and click on “Open”.
    Repeat this step until you have added all the files you want signed.
  5. Add the email address of the signer(s) in the usual “To” field.
  6. For each recipient, choose in the pulldown menu on the right whether the recipient must sign (sign) or receive a copy (read only).

Preparing procedure for signing

  1. Click on “Prepare Document” for each added document.
    A new window opens with the document.
  2. Click on the desired location in the document to add the following fields (drop-down menu):
    • Signature field
    • Text field
    • Date stamp
  3. Click on the field you just created and select the recipient(s) who should complete this field.
    Only recipients who have previously been identified as signatories can complete these fields.
  4. Click on the newly created field again to make the following changes:
    • Adjust location in the document: click on the field, hold down the mouse button and drag to a new location
    • Adjust size: click on pink dots at the edge of the field, hold down the mouse button and correct size
    • Delete item: click on “Delete this field”
  5. Click “Finish” at the bottom right.
  6. The window closes and the text check_circle Document Prepared” appears on the right side of the menu.
  7. If desired, add a text to the message you want to send and send it securely with Zivver as you are used to.

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