FAQ Xolido®Sign Professional y Corporate

How to request operations to third parties?

XolidoSign Professional

1. Access the list of documents pressing the button "Documents".

2. Look for the document you want to require operations.

3. Click on the button "Operations with third parties" or the icon"Request operations".

XolidoSign Professional

4. A window is displayed where you must:

4.1. Fill in the fields Order, NIF and Email of the recipient.

4.2. In the drop-down "Operation" select the action to request the recipient.

4.3. Select the "Authentication Type" (how the recipient must access the document to perform the operation that has been asked).

4.4. Then fill in the subject and message fields (optional).

 

5. Click "Send".

XolidoSign Professional

6. After sending the recipient of the operation will receive an email indicating the operation to be performed and the message sender shipping directed.

* The recipient of the shipment must click the link directed and follow the steps you are indicating.

XolidoSign Professional

7. Follow the steps indicated, to access the guest.

XolidoSign Professional

8. Perform the indicated operation.