Send an agreement for signing in DocSign
With Inleed DocSign you send an agreement that the signers sign with BankID or by email. Each signing is drawn from your balance.
Before you start
- The agreement must be a PDF under 50 MB.
- You need a balance in DocSign. You top it up with Fyll på.
How to send the agreement
- 1
Log in to the client area, open Inleed DocSign in the menu and click Skapa nytt dokument.
- 2
Enter a name for the document under Dokumentnamn.
All parties see the name.
- 3
Choose who will sign under Välj bland sparade undertecknare.
- 4
Click Lägg till & skapa undertecknare if the person isn’t in the list.
A form for a new signer opens.
- 5
Fill in the name and email, choose a method under Hur ska undertecknare signera? and click Spara ändringar.
The person signs with BankID or confirms with their email address.
- 6
Upload the agreement under Ladda upp filer.
- 7
Add a greeting under Text som visas till undertecknare vid inbjudan if you like.
It appears in the invitation to the signers.
Important
Signers can’t be added or removed once the document is created.
- 8
Click Skapa dokument.
The invitation is sent straight away.
Tip
Want to try it first? Choose Ja, skapa ett testdokument utan signering. Then nothing is really signed.
How to know it worked
Done
The signers get an email with a link where they sign.
If something doesn’t work
The invitation doesn’t reach the signer
Why: It may have ended up in the spam folder.
What to do: Ask the signer to check their spam folder.
Good to know
- If someone replies to the invitation, the reply goes to Inleed, not to you. Say in your greeting how to reach you.
- Colleagues get to DocSign through a guest account on your customer account. Give someone else access to your account
- DocSign has an API. The documentation is at docsign.se/documentation .
Related guides
Need more help?
Email [email protected] or call 08-519 70 666.