The signature holes or placeholders in a document are specific places where you predefine the location and size in which the user’s name will be reflected during the electronic signature.
When signing a document using R2 Docuo’s advanced electronic signature (eSignature) or with an electronic certificate (eCertificate), there are two possibilities:
- That the document comes from a Microsoft Word template from R2 Docuo, in which the signature holes have been drawn appropriately.
- The document is uploaded directly by a user in PDF format.
In the second case, the signature fields are not defined and, if you try to sign the document with Docuo, the signer’s name will always appear on the last page of the document, at the bottom right.
How to draw signature holes in a document uploaded directly by the user
Open the document details window and locate the Main File of the document at the bottom.
Then right-click on the file and choose the option “Edit signature boxes”:
A screen like the following screen will appear:
The first step is to select the type of signature for which you wish to configure the slots. At the top you will find a drop-down menu “Select a signatory” that allows you to choose between Advanced Electronic Signature (eSignature) and Electronic Certificate (eCertificate).
If the “Select a signer” option is displayed, several options for signature slots will appear, depending on the specific configuration:
The fountain pen refers to signature forms (eSignature) and the padlock to digital certificates.
How to draw a hole for an eSignature signature
Select Signer 1 in the “Select a signer” field and click on “Add signature hole” to draw a rectangle on the document:
We can use the mouse to change the location and size of the hole.
It is possible to add several signature fields for the same signatory, on different pages and positions in the document. This will be reflected in the signature hole information that we can see in the upper right part of our image.
Once we have finished, we click “Save” and the document is ready to be signed with eSignature.
If we wish to change the position of an existing hole later, we can do so by following the same procedure.
How to force R2 Docuo to ask for signature gaps when using an electronic signature form.
When configuring a signature form in R2 Docuo, you can choose how you want the form to behave with respect to the existence of signature slots:
If we select“Ask user” in the parameter of what to do“If no signature gaps are found“, R2 Docuo will ask users to fill in the gaps before being able to send a document to sign using this form.
How to draw a hole for an eCertificate signature
Select the Contoso signature in the “Select a signer” field and click on “Add signature hole” to draw a rectangle on the document:
We can use the mouse to change the location and size of the hole.
It is possible to add several signature slots for the same certificate, on different pages and positions in the document. This will be reflected in the signature hole information that we can see in the upper right part of our image.
Once we have finished, click “Save” and the document is ready to be signed with eCertificate.
It is possible to add a signature slot for a “Generic Certificate”, which allows configuring the document to be signed in a specific space by the first certificate involved, without the need to previously assign a specific signatory.
Sign documents with eCertificate
In order to sign the document right-click on the file and choose the option “Qualified electronic signature (eCertificate)”:
A screen like the following will appear:
Select the signature for which we had previously configured the signature slot, and the following screen will appear:
We click “Sign” and the document is already signed with our certificate in the hole that we had previously predefined.