Get Documents Signed Electronically in Bpm'online

The best document signing solution for Bpm'online
DaDaDocs bpm'online integration
The DaDaDocs integration with bpm'online is a complete online editor, form builder and eSignature solution. Now you can easily turn documents stored in your bpm'online account into interactive fillable forms available on any device and pre-fill them with bpm'online data. Share fillable documents with customers and partners in seconds via a button, link or QR code.

Get Documents Signed Electronically

Have you ever needed to send out documents stored in your Bpm'online account to be signed?

With DaDaDocs you can send your business documents and collect digital signatures on the spot. DaDaDocs SendToSign feature is an easy way to request signatures that can be added to your PDF or Word document.

To get started, click Documents on the left sidebar. On the screen that opens next select the type of documents you want to edit.

DaDaDocs integration with bpm’online

Choose Attachments and Notes and click Use DaDaDocs. Select the document you need to send for signature from the list and click on it. To use DaDaDocs SendToSign feature click the Request Signature button.

DaDaDocs integration with bpm’online account

Select Your SendToSign Method. There are two options for requesting digital signatures: SendToEach and SendToGroup.

DaDaDocs integration with bpm’online account

SendToEach: Send up to twenty unique copies of the document to be individually signed by each recipient. You will receive a confirmation email as each copy is signed. SendToGroup: SendToGroup allows you to send a single copy of the document to up to twenty people. Once all the recipients sign the document, you will receive a confirmation email.

To create your signature request, add the email address and name of the recipient(s).

DaDaDocs for bpm’online

Select the signer’s authentication options. If you choose to enable two-factor authentication, move the slider to the right and enter the recipient’s phone number. The recipient will get a unique passcode via text message. To open the document, the recipient will have to enter this passcode.

Set the editing permissions. If you set the editing permissions to Signature Only, the recipient will only be able to sign and date the document. If you select Full Access, the recipient will also be able to edit the document using all our editing tools in addition to signing the document.

Request a photo for signature authentication. If you select this option, the recipient will have to prove their identity by taking a photo with their webcam before returning the signed document.

DaDaDocs for bpm’online

You can write a message to a recipient under the Subject line.

DaDaDocs for bpm’online

Add more recipients by clicking Add Another Recipient.

DaDaDocs for bpm’online

If you select to request signatures using SendToGroup, create an envelope name to label your group. Only you will be able to see this label.

DaDaDocs for bpm’online

If you want to change or add the fillable fields to your document and assign them to the recipients, click the corresponding orange button. Finally, click SendToSign in the bottom right corner of the page.

DaDaDocs for bpm’online

The recipients will receive an email with your request to sign the document. The link will open the document in the editor where the recipient will be able to sign it.

Application Features

PDF Editor
  • Type and blackout text
  • Add images
  • Draw tables and arrows
  • Add comments and sticky notes
Form Builder
  • Turn any document into a fillable form
  • Use checkboxes, dropdown menus, date and signature fields
  • Define the filling order and add tutorial videos
  • Generate templates pre-filled with bpm'online data
eSign & Workflows
  • eSign documents on-the-go with any mobile device
  • Collect legally binding signatures
  • Collaborate on a single document with your partners and colleagues

Learn More with Guidebooks

DaDaDocs for bpm'online Guidebook
DaDaDocs for bpm'online Guidebook
PDF, 4.03 MB
Download
PDFfiller Guidebook
PDFfiller Guidebook
PDF, 6.0 MB
Download
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