Electronic signature

Introduction

The electronic signature check collects a legally binding signature from an individual, through Yousign.

It covers documents such as:

• Power of Attorney documents
• Consent forms
• Legal declarations
• Authorization documents

It needs a document template, which defines what the individual signs: fixed text, fields pulled from the case or the individual, and where the signature goes.

Creating document templates

Go to the Document Templates section in Dotfile settings.

Create a new template using your own .docx, .doc or .odt file and enrich it with carbone.io syntax for dynamic placeholders.

The syntax is documented here.

Available data

To access the data you will use a placeholder like {d.Property.*}

Some of the data is stored in arrays and will require you to loop on the elements or to find a specific element with some filtering.

Example:

POWER OF ATTORNEY

I, the undersigned,
{d.signer_individual.first_name} {d.signer_individual.last_name}
Born on {d.signer_individual.birth_date:formatD(LL)}
At {d.signer_individual.birth_place}, {d.signer_individual.birth_country}

Residing at:
{d.signer_individual.address.street_address}
{d.signer_individual.address.postal_code} {d.signer_individual.address.city}
{d.signer_individual.address.country}

Acting in my capacity as {d.signer_individual.position} of:
{d.main_company.name}
Registered under number {d.main_company.registration_number}
With registered office at:
{d.main_company.address.street_address}
{d.main_company.address.postal_code} {d.main_company.address.city}
{d.main_company.address.country}

HEREBY GRANT POWER OF ATTORNEY TO:

{d.individuals[is_signatory=true].first_name} {d.individuals[is_signatory=true].last_name}

To represent me and act on my behalf in all matters relating to:
[Scope of authority to be specified]

This power of attorney shall remain valid until [specify end date or condition].

The attorney-in-fact shall have full power and authority to act on my behalf in the same manner and with the same force and effect as if I had taken such action myself with respect to the powers specified above.


The Delegator:

{d.individuals[is_delegator=true].first_name} {d.individuals[is_delegator=true].last_name}

Date: {c.now:formatD('LL')}

{{s1|signature|85|37}}

📘

Signature tag

You need to add an additional tag that will determine the position of the actual signature. The signature is drawn over this tag, so set it in white in your editor and it will not show on the final document.

Pattern: {{s1|signature|width|height}}

Example: {{s1|signature|85|37}}

Attaching an electronic signature check

Such checks can be initiated from the Dotfile Console, by going on an Individual page and clicking “Start New Check” or via a Template.
To perform the Electronic signature, the Document template must be configured, and the individual must be a Business Contact with a valid email address to initiate the signature process via the Client Portal.

While the individual has not signed, the check sits at In progress. It moves to Approved once the signature is collected.

The signed document and Yousign's audit trail are both attached to the check.