If you have a physical copy of the signed document, you can upload it to the digital version in our web app on the desktop to mark it as signed.

You can either do that from the dealboard if it's a sales document or in the document summary via the document action menu.

Please note!

This is only for document type: Sales

By uploading a signed copy you won't get a signature certificate since the signing has been done outside the platform. The signed version will replace the sent-out document since that is the one with the signature on it.

How to upload a manually signed document to a sent-out document through the document action menu

  1. Go to the active document.

  2. Click on the three dots up in the right corner.

  3. Choose "Upload signed document"

  4. Upload the signed copy or tick in the option Skip upload. This is not recommended since then there is no proof that the signing has been made.

  5. Done!

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