General description
The document signature is a feature based on the mandate signature workflow. The differences between mandate signature workflow and document signature workflow are described below.
Step 1 - Document signature initialization
General description
Instead of creating a mandate, we don’t create a document. We receive the document from the company. In order to sign this document, one side (signer or company) need to provide information. There are 2 possibilities: the company can supply signer information fields using his client data base for instance; the signer gives his information via step 1 as shown in the following part.
Figure 33 : Step 1
Document Information
This form lets the user fill in his information:
- Name : a text field (example : John Doe)
- Email : a text field to enter a valid email format (example : john.doe@worldline.com)
- Phone : a dropdown menu to select the country calling code, and a text field to enter the rest of the number (example : France : (+33) 612345678)
- Street number : a text field to enter a street number
- Street name : a text field to enter a street name
- Postal Code : a text field to enter a postal code
- City : a text field to enter a city
- Country : a dropdown menu to enter a country
Note that this information can be partially entered by the creditor, and remain unmodified by the signer. The following table shows which debtor fields are required to complete step 1, for all agreement schemes.
M : Mandatory, O : Optionnal.
(*) : If the creditor option : “Debtor Email Required on Step 1 for all agreements ?”, the email of the debtor becomes mandatory for all agreement schemes.
| Field | Agreement Scheme | SMS | Pentablet | SIPS Payment | SIPS Authorization | |
|---|---|---|---|---|---|---|
| Name | M | M | M | M | M | M |
| M | O(*) | O(*) | O(*) | O(*) | O(*) | |
| Phone | O | M | O | O | O | O |
| Street number | M | M | M | M | M | M |
| Street name | M | M | M | M | M | M |
| Postal Code | M | M | M | M | M | M |
| City | M | M | M | M | M | M |
| Country | M | M | M | M | M | M |
Please refer to General Description for further information
Step 2 - Agreement using OTP over EMAIL or SMS
General description
This page is the same as in the mandate signature workflow except that the document sent by the company is displayed (instead of the mandate) in the pdf format.
Figure 34: Agreement - step 2
Please refer to Agreement using OTP over EMAIL and Agreement using OTP over SMS for further information
Step 3 - Confirmation page
General description
This is the final step where the signed pdf and document are available. This is the summary page where document signature process is completed. This section gives you the information that your subscription for signing the document is complete.
Figure 35 - Confirmation Message - step 3
Please refer to Confirmation Page for further information