Index
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Register for free
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Index
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webSignatureOffice support form: https://www.websignatureoffice.com/en/contact/
Register for free
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The Registration is completely free and completed in just a few steps. English and German are available as languages.
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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
The desktop is the central administration location for overview and editing of documents.
Here you have the following options:
- Upload documents
- Download documents
- Delete documents
- Rename documents
- Synchronize documents with the SignatureOffice App
In addition, folders can be created, which you can fill with any number of documents.
Furthermore, you have the possibility to stop signature requests or to renew expired/failed signature requests.
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
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
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.
You can use 10 webSignatureOffice credits per month free of charge. Your free credit will be increased to 10 credits at the beginning of each month.
You can purchase additional credits via PayPal.
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Create signature request
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.
Signers to choose are:
New guest signer:
A guest signer can access and sign signature requests even without a webSignatureOffice registration.
Select own user:
Select this option if you want to sign the document yourself or have it signed in your presence with your account (e.g. for remote sessions).
Select contact:
Here you can select your existing webSignatureOffice contacts for a signature request.
Mandatory field:
It is required to sign a mandatory field. If this is refused, the document is considered failed.
If the checkbox is not set, it is an optional signature field that does not have to be signed.
After all the desired signature fields have been placed in the document, clicking on "Next" will take you to the "Define workflow" step.
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Further settings for the document can be defined here. With a click on the "+" symbol the mask of the respective signer opens.
Select here how to be signed by the respective signer (signature type).
The following can be selected
- Handwritten (signature pad, tablet, smartphone)
- Click to sign (user certificate)
For guest signers, you can make language settings, optionally set a name and specify whether the transmission is to take place via webSignatureOffice or whether a link is to be generated for your own dispatch.
Please note: The transmission via webSignatureOffice corresponds to a higher security standard.
You have the following additional options to protect your document:
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You can also change the email subject, add an optional text and define a deadline for signing (due date).
The "Add observer" feature lets you select one or more users from your contact list who can view the document, but not edit or sign it.
Clicking on "Next" finally takes you to the "Create signature request" step.
Click on "Create signature request" to publish the document directly for signatures. Alternatively, you can also save it via "Create template" and release it for signatures at a later time.
A template does not expire and does not cost any credits when it is created. Only when a signature request is created from the template, one credit is charged.
A signature request can contain any number of signature fields from any number of signers. Likewise, the uploaded PDF documents for creating a signature request can contain any number of pages.
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Qualified electronic signature (QES) – Account Creation
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To use qualified electronic signatures (QES), you need a QES account with our partner provider. You can create this account directly through the Profile Settings. Follow the steps below:
1. Create a QES account
- Navigate to Profile Settings and then to the Qualified electronic signature section.
- Click on “Create Account.” A new window will open, providing all relevant information for account creation, including the cost of the one-time verification.
- Confirm by clicking “Yes, continue.” Then a new window will open to create the QES account. You may need to enter any missing information, such as your mobile number. Then click on "Create account".
2. Identification
- Verify your identity. Clicking on “Selfie Identification” will redirect you to our partner’s website to complete the identity verification process.
- Completion of verification. Once the verification is successful, you will be redirected back to your profile page. Your QES account is now active, and you can start using qualified electronic signatures.
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Desktop
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The desktop is the central administration location for overview and editing of documents.
Here you have the following options:
- Upload documents
- Download documents
- Delete documents
- Rename documents
- Synchronize documents with the SignatureOffice App
In addition, folders can be created, which you can fill with any number of documents.
Furthermore, you have the possibility to stop signature requests or to renew expired/failed signature requests.
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").
Back to Index
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.
Back to Index
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.
You can use 10 webSignatureOffice credits per month free of charge. Your free credit will be increased to 10 credits at the beginning of each month.
You can purchase additional credits via PayPal.
Back to Index
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.
Signers to choose are:
New guest signer:
A guest signer can access and sign signature requests even without a webSignatureOffice registration.
Select own user:
Select this option if you want to sign the document yourself or have it signed in your presence with your account (e.g. for remote sessions).
Select contact:
Here you can select your existing webSignatureOffice contacts for a signature request.
Mandatory field:
It is required to sign a mandatory field. If this is refused, the document is considered failed.
If the checkbox is not set, it is an optional signature field that does not have to be signed.
After all the desired signature fields have been placed in the document, clicking on "Next" will take you to the "Define workflow" step.
Further settings for the document can be defined here. With a click on the "+" symbol the mask of the respective signer opens.
Select here how to be signed by the respective signer (signature type).
The following can be selected
- Handwritten (signature pad, tablet, smartphone)
- Click to sign (user certificate)
For guest signers, you can make language settings, optionally set a name and specify whether the transmission is to take place via webSignatureOffice or whether a link is to be generated for your own dispatch.
Please note: The transmission via webSignatureOffice corresponds to a higher security standard.
You have the following additional options to protect your document:
- Document password
Set a document password and determine which signers must confirm this password before viewing documents. - SMS token
For this purpose, store the mobile number of the respective signer. For document viewing, the signer will receive a token via SMS, which must be entered for authentication (this function costs an additional credit).
You can also change the email subject, add an optional text and define a deadline for signing (due date).
The "Add observer" feature lets you select one or more users from your contact list who can view the document, but not edit or sign it.
Clicking on "Next" finally takes you to the "Create signature request" step.
Click on "Create signature request" to publish the document directly for signatures. Alternatively, you can also save it via "Create template" and release it for signatures at a later time.
A template does not expire and does not cost any credits when it is created. Only when a signature request is created from the template, one credit is charged.
A signature request can contain any number of signature fields from any number of signers. Likewise, the uploaded PDF documents for creating a signature request can contain any number of pages.
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Creating and signing of a qualified electronic signature (QES)
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When creating a signature request, the signature type QES can be selected in step "2/3 - Define workflow".
In the Signer settings, open the Signature Type option and select Qualified electronic signature (handwritten or click to sign). Then, proceed to create the signature request.
Please note: Due to the QES, this costs more than a signature request with advanced electronic signature.
Sign Immediately with QES (SIGN NOW):
Alternatively, after placing the signature field, you have the option to sign immediately (for your own user) by clicking “SIGN NOW”.
Check the box for “Qualified electronic signature (QES)” to sign with qualified electronic signature.
You can now sign with QES. If you click on "Next", the document will be finished after charging the credits.
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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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