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Index

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Click on "To the Login" and you will be forwarded to the login page.



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Start page

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The home page is used as a central overview where you can get useful information at a glance, such as incoming contact requests, the number of open signature requests, and an overview of our apps.

You can also conveniently upload PDF documents here with just one click or by drag&drop.

The top bar takes you to the profile settings as well as the language selection and help/user manual. You can also log out of your user account by clicking on "Logout".


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Profile Settings

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In the profile settings you have the possibility to add or edit personal information, change the password and upload a profile picture. The profile data can be saved either privately (only visible to the own user) or publicly (visible to all users).

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¹ iSignatureOffice for Apple iOS/ aSignatureOffice for Android/ iSignatureSuite for Apple iOS/ aSignatureSuite for Android.



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Desktop

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The desktop is the central administration location for overview and editing of documents.

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Use the search and filter function to find the document you are looking for or to display documents with certain criteria (e.g. only documents with the status "to be signed").


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Contacts

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Your webSignatureOffice contacts are listed here. Marked contacts are displayed on the right with detailed information.

In the profile settings you can define which information is visible for webSignatureOffice users.

With a click on "Add contact" you can add new contacts via the e-mail address or the user name.

Furthermore, contacts can be deleted and groups can be created.

Already existing contacts can be moved to new groups simply by drag&drop. This contact will be copied and will remain under "My contacts".

Linked contacts in groups can be deleted at any time without deleting them completely from your contact list. However, if you delete a contact from the "My Contacts" folder, it will be completely removed from your contacts.


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Credits

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Credits are required for creating signature requests (this operation costs you one credit). In addition, further credits are required for certain functions. Signing documents is free of charge at any time.

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You can purchase additional credits via PayPal.


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Create signature request

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After uploading a PDF document, you are directed to the Document Viewer, where you can view, browse, and zoom the document. If there are form fields in the PDF document, they can also be filled directly in the viewer.

It is not possible to add additional form fields to the document later in the webSignatureOffice viewer. Please note that all form fields are no longer editable after the document was signed.

On the left side of the page there is a page preview and a table of contents (if available in the PDF), which can be expanded and collapsed.


With a click on "Place signature field" the mask for the selection of the signer opens.

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The waiting signatories are only notified by email once all the signatures that were previously pending have been completed.



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Sign a signature request

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As soon as you receive a signature request, this is displayed on the start page and in the desktop. Signature requests that you sign yourself are marked with the status "to sign".

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After all signatures have been executed, the document is finished and is now available for download directly in the Document Viewer or on the desktop.




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Sign with StepOver signature pad

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If you now select "Signature Pad" to sign, the connected StepOver signature pad will be recognized and you can then sign on it.


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Sign with Smartphone/Tablet using StepOver Apps 

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For information regarding system requirements and apps, see b) with iOS or Android.


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Sign with HTML-Signer on this display

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For information about the system requirements, see c) with other devices (e.g. Windows Tablets/ Phone, etc.).


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Sign now

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When you place a signature field and select yourself as the signer ("Select own user"), the "Sign now" function is available.

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After signing with "Sign now" you can download the document directly or finish it with a click on "Next".


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Click to sign (user certificate)

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This signature type is also available to guest signers after receiving the corresponding e-mail. No password entry is required for this.



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Envelope

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If you want to sign (have signed) several documents within one process, you can create an envelope. Furthermore, a so-called download condition can be added to an envelope. This allows you to specify that, for example, one document must first be downloaded (download condition) before another can be signed (signature requirement). You create an envelope via the "Add new" button in the dashboard area.

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A download condition within an envelope appears in the form of a popup. Clicking on "Download" fulfills this condition and the document can be saved on the device.




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PrintToWeb

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PrintToWeb is a virtual printer that can be used from any printable application to create PDF documents for webSignatureOffice.

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With "Check connection" you can check the successful connection to the webSignatureOffice Server.

PrintToCloud Download-Link: https://www.stepoverinfo.net/download.php?key=p2w


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