How to request signature of documents on the Knowledge Base?

The Atlas, through the knowledge base, allows us to request signatures for individual documents, independent of a meeting. It is a feature that makes the process of collecting signatures much more practical and fast, also facilitating the filling out for the signatories, who can complete the demand in an effective and simple way, within legal norms.

Before requesting signatures if you want to know the differences between the types of signatures, click on the following article: Digital Signature x Electronic Signature: Which are the differences?

Step by step:

• Access the folder where the document is located;
• On the right side of the document you will see three dots, click and then the option “Request Signature” will appear;
• Then choose the type of signature you want to use;
• Select the users who will sign;
• Then click on “Next”;
• Click on the white square to make the “Request” option available, thus confirming that you agree with the “Terms and Conditions”;
• And finally “Request”.

When “Requesting”, the portal will provide a screen for inserting the signature fields:

• Select the users who will sign or click on the white square to select “All Signers”;
• After selecting the signatories, click on “Signature”;
• Drag the signature fields as you wish;
• Click on “Next” in the upper right corner of the screen;
• Type in the “Message (Optional)” field, if you want to inform something to the signatories;
• Then click on “Confirm”.

Note: Now we have a reminder of signatories. If you have requested a signature from a user once, in the next requests, he will come pre-selected!