How someone signs
What a customer, contact, external party or colleague sees and does when signing.
Last updated on
This page shows what your signers go through, so you can answer questions, and how to have someone sign at the desk on the tablet. You send out a request yourself via Requesting signatures.
Before you start:
- The request must have the status In progress and the signer must have their turn. If it is not yet anyone's turn, it says Not your turn yet.
- For the tablet you need the Manage signature requests permission and the Tillor app must be online on a device of your organisation.
- The signer needs a phone number or email address, because the code goes there. Only a staff member signs without a code.
On the tablet at reception
If someone is standing in front of you, they do not have to open the link themselves. This works for a customer, contact or external party whose turn it is.
Open the request
Go to AdministrationSignatures and open the request, or open it via the Documents tab of the customer.
Click Sign on tablet
For the signer whose turn it is, click Sign on tablet and choose how the identity is confirmed:
- With a code: the signer confirms on the tablet with the code that arrives by text message or email, just like via the link.
- Without a code: you checked the identity at the desk, for example with an ID card. No code is asked for. The evidence sheet states that the identity was confirmed by a staff member, and the history shows who that was.
Tillor reports Opened on the tablet.
Let the person sign
The document opens in the app on the tablet, with the signer's name at the top in large letters. Check that name together with the person in front of you. The steps are the same as via the link, see below. Right after sending, the tablet may briefly show Preparing the document.
After signing or declining, the tablet returns to the home screen after a few seconds. With several signers, you send each one to the tablet separately when it is their turn. The evidence sheet states that the signature was placed on the tablet.
What does the signer do?
The signer receives an email, or a text message if there is only a phone number. It contains a personal link to the signing page, with your message and the name of your organisation. The page works on a phone, tablet and computer, in the signer's language.
After that, the steps are the same.
Getting started
The first card shows who else is signing, the place in the queue (for example Signer 2 of 3) and the steps. On the right is the document, with the signatures of earlier signers already in place. With Start signing, the signer begins. Every step has a back button. The phone's back button works too.
Draw your signature
The signer draws a Signature with a finger or mouse, or chooses Type and types their full name. Tillor then renders that typed name in a handwritten typeface. If there are initials fields, an Initials step follows in the same way (drawn or typed initials). With Clear, the signer starts again. Switching between Draw and Type empties the box.
Place your signature
The signer taps each marked box in the document (Click to sign or Click to initial). Next field jumps to the next empty box. With Previous box and Next box, the signer walks through all the boxes. A second tap on a filled box does nothing.
Fill in your details
Only if you placed input boxes: text, date or a tick. Each box says required or optional. An empty required box blocks the step. What is typed appears in the document straight away. Tillor fills in the name and date of signing itself.
Confirm and sign
The signer ticks that they have read the document. If anything is still missing, a list of buttons appears that jump to that step.
Only when everything is ready does the signer have a 6-digit code sent with Send verification code: by text message if there is a phone number, otherwise by email. The code is valid for 10 minutes. If it does not arrive, Resend code is available after 2 minutes. The signer then clicks Sign themselves. Signing never happens automatically.
What do you see afterwards?
- If it is not yet anyone's turn, it says Not your turn yet and a message follows when it is.
- Someone who has already signed sees You signed until the others are done.
- As soon as everyone has signed, each signer can download the signed PDF via the same link (Signed by everyone).
- For a withdrawn request, the signer sees Request withdrawn, for an expired request Signing period ended and for a declined request Signing stopped.
- A staff member signs in Tillor, via the Sign now button on the detail page or via the link in the message. A code is not needed, because that person is already signed in. Here too, the signature can be drawn or typed.
Declining
With Decline to sign, a signer can reject the request and optionally give a reason (up to 500 characters). The request then stops, nobody else is asked, and whoever created the request receives a message. See Following up a request.