You can request documents from a participant within the signature process. Once these documents are captured, they are hashed, timestamped add added to the transaction. You can specify which documents are required among:
- Identity documents:
- Identity card
- Driving license
- Passport
- Residence permit
- Proof of address
- Bank details
- Bank statement
- Tax statement
- Payslip
- Kbis
- Other
Beyond basic document capture, you may also require document control. The document control feature automatically recognizes and classifies captured documents, eliminating the need for manual indexing and reducing the risk of typing errors.
Before requesting document control for captured documents, ensure that the document control feature is activated on your workspace.
Depending on the type of document, you might need to consider the freshness limit or covered period.
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The freshness limit of a document is the duration after its issuance date during which its content is considered valid, accurate, and up-to-date.
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The covered period of a document is the time span the document’s content applies to.
The use of these control parameters depends on whether the document control feature is activated on your workspace:
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If the feature is not activated, you need to manually include these checks in your requests.
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If the feature is activated, you need to contact your account manager to configure these checks as default settings for your workspace.
Note that you can also add an instruction for the participant to give him/her additional information about the document requested (only if the document control feature is not activated on your workspace).
Note that you can request up to 10 documents per participant.
Request identity documents
You must specify how many items are required among a set of accepted ones. For example, you can specify if the participant should provide an identity card or a passport, or if both are required.
Note that in this example, the document control feature is not activated. You can then add instructions to guide the participant.
Request a proof of address
For a proof of address, you must specify the freshness limit (only if the document control feature is not activated on your workspace).
Note that in this example, the document control feature is not activated. You must then define the freshness limit of the document.
Request Bank Details
Note that in this example, the document control feature is not activated. You can then add instructions to guide the participant.
Request a bank statement
For bank statements, you must specify the covered period (only if the document control feature is not activated on your workspace).
Note that in this example, the document control feature is activated. The covered period is already preconfigured for your workspace.
Request tax statements
For tax statements, you must specify the covered period (only if the document control feature is not activated on your workspace).
Note that in this example, the document control feature is not activated. You must then define the covered period of the document.
Request a payslip
For a payslip, you must specify the covered period (only if the document control feature is not activated on your workspace).
Note that in this example, the document control feature is activated. The covered period is already preconfigured for your workspace.
Request a kbis
For a kbis, you must specify the freshness limit (only if the document control feature is not activated on your workspace).
Note that in this example, the document control feature is activated. The freshness limit is already preconfigured for your workspace.
Request other document types
In case you need other documents, you need to enter the name of the document type.
Note that in this example, the document control feature is not activated. You can then add instructions to guide the participant.
Import supporting documents during signature process
When in the signature page, the signer must import all supporting documents requested. However, depending on whether the document control feature is activated or not on your workspace, the process is different.
Use case 1: Document control deactivated
If the document control feature is deactivated, the supporting documents provided by the participants are just collected and added to the transaction.
Use case 2: Document control activated
If the document control feature is activated on your workspace, the supporting documents provided by the participants are collected, analyzed, categorized (by document type), controlled and then added to the transaction.
