Welcome to the GoFAST tutorial about using electronic signatures.
To sign a document in GoFAST, you need to create a new document distribution process, and ensure that signing users can access documents to be signed.
A new distribution process can be created from the "Gears" icon on the Quick Access Menu...
From the content basket...
Or directly from the "Tasks" tab, associated with a content.
Note that these last 2 options offer the advantage of pre-labelling the documents to be distributed.
Fill in a title and a deadline for your process.
Warning : a process is considered due as soon as the date is reached.
Select which documents you want to submit for signature...
If these documents are editable versions, they should be published, i.e. put in .pdf format, before validation or signature.
You can then add as many stages of work, validation and signature as required.
When you add a stage, enter the name of the user concerned and the corresponding stage option. For the signing stage, start by choosing a signatory type.
A GoFAST user must have filled in a mobile phone number in their profile to be a valid signatory.
You can also ask a contact to sign, i.e. a person who does not use the GoFAST platform, as long as you fill in all the information requested.
Then choose the position for the signature. Note that in GoFAST, a document can bear up to 6 signatures.
Finally, choose the attribution type.
To be legally valid, the electronic signature must include double authentication, performed by the service provider Yousign.
Now simply click on "Send" to start the process.
Process templates can be created for re-use. The form is the same, but you create the template instead of sending the process.
A GoFAST user receives signature requests under the heading "My current tasks" section of the "Gears" icon,
and in the "My tasks" box on the Dashboard.
Clicking on "Execute task" takes the user to the Yousign interface.
He can consult the documents to be signed, as well as the history of the process.
You need to browse the documents all the way down for the sign option to become available.
If you are sending several documents, the user will be able to select which will be signed and which will not.
By clicking on "Sign", the user receives a code by texting to validate the double authentication.
You can choose between a calligraphic signature or drawing your signature with the mouse.
The publication created and signed this way can be accessed in the same space as the working document.
It is associated with an archive file containing the proof of signature required for legal recourse.