How can signer sign a document sent for digital signature via KAiZEN?

Using AYAN KAiZEN, businesses can digitally or electronically sign a contract or deal or any confidential document in a secured way. There is no need for the sales team to send any physical documents for signing, as it will take time and can delay the process. 

Signers can create/draw/upload a secure and verifiable signature, which can be used on any device to digitally sign or embed sign to a specific location on the documents.

Salesforce Admins / Developers can easily integrate KAiZEN API's to enhance the e-signing capabilities for the company. Additionally, sales team can track the status of the signed documents and can send the documents to multiple signers in the hierarchy model.

Few simple steps for a signer to digitally sign a document via KAiZEN:

Step 1: Once the request is received in the email to digitally sign a document, open the email with the subject "Document Pending for eSignature"

Kindly review the information about the document, requestor and any message from requestor. Once all the information is verified, click on "Click here to Sign" button to initiate the process for digitally signing.

Step 2:  Once the button is clicked, it will open the document in the KAiZEN editor to sign.

Step 3. Requestor can pre-define the location where signer needs to sign, which is marked with a "sign here" image as highlighted below:

or, user can click on "+ Signature" button on the top right corner.

Step 4:  Once any of the button in step 3 is clicked, it will open a popup where signer can draw a signature or upload any signature.

Step 5: Let's draw the signature and then click on insert button inside the popup.

Once the insert button is clicked, it will close the popup and will insert the sign at the defined location. Signer can still move the sign at some other location by drag-drop the sign using action buttons.

Step 6. Once all the locations are signed, click on the "Submit" button. Once the submit button is clicked, it will display a thank you message.

In the same way, if the sign request has multiple signers, then all the defined signers will sign the document. Once all the signers complete the signing, it will send an individual email to all the signers with the signed document.