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Request e-signatures using Document Workflow

Prerequisites

  • DigiCert ONE account

  • Document Trust Manager credentials

  • Document to be signed

  • Mobile authenticator application

What document formats are supported by Document Trust Manager?

Document Trust Manager supports PDF signing.

Request e-signatures

Use these instructions to request e-signatures in Document Trust Manager:

1. Upload document

To upload a document to Document Trust Manager, follow these steps.

  1. In Document Trust Manager, select Documents.

  2. On the Add document page, select Upload document.

    Note

    NOTE: If your document appears in the list of uploaded documents, don't upload it again unless you plan to delete the old version to add a new one.

  3. On the Add document page, in the Document name box, enter a name for your document.

  4. Upload a document from your device or a cloud storage provider.

  5. Select Next.

2. Select signers

Use these instructions to select signers and the order in which they need to sign the document:

On the Select signers page, under Signing flow, do one of the following to select the order in which you would like the signers to sign the document:

  1. Parallel

    1. Select this option if you would like all signers to sign the document independent of other signings. The order in which you add the signers does not matter.

    2. Under Signers, add one or more signers from the list, or add email addresses separated by commas.

    3. Select Next.

  2. Sequential

    1. Select this option to specify the order in which your signers can sign the document.

    2. Under Signers, add one or more signers from the list or add email addresses separated by commas. List them in signing order here or sort them later.

    3. Select Next.

  3. Hybrid

    1. Select this option to let some signers sign independently, while others sign in sequence.

    2. Under Signers, select the sequence type, then add one or more signers from the list or add email addresses.

    3. Select Next.

3. Add placeholders

  1. On the Add placeholders page, navigate to the Add placeholders panel (right side panel).

  2. In the Signer dropdown, select a signer.

  3. Under Placeholder type, drag one or both of the following to assign signature placeholders for that person on one or more pages:

    Note

    NOTE: You can only add a Digital signature once per document.

    1. Digital signature: This is your official signature backed by a digital certificate affirming your identity.

    2. Initials: Initials are derived from your name and do not have the same authority as a digital signature.

  4. Select Next.

  5. Review the document, then select Sign and request signature.

4. Sign document

  1. On the Sign Document page, select the Digital signature placeholder to add your signature. Alternatively, from the My signatures panel, drag and drop your signature in the placeholder on the document.

    Can’t find your signature? See Create a signature or initial.

  2. If initials are required, select the Initial placeholder to create your initial and add it to the document.

    Can’t find your signature? See Create a signature or initial.

  3. Select Sign.

  4. In the new window dropdown, Select DigiCert® ONE as your CSC provider > Select.

  5. Sign into your Document Trust Manager account.

  6. Complete 2FA and confirm your identity.

  7. Select Sign.

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