eSignatures Module
Overview
The eSignatures module enables creating, sending, and managing documents for electronic signatures. The system provides a secure signing process with SMS verification, digital signature canvas, and automatic PDF integration.
Main Features
- Create documents for signature with attachments (primarily PDF files)
- Send documents to recipients via email with unique signing links
- SMS verification of signer identity using 6-digit code
- Digital signature canvas for drawing signatures with mouse or touch
- Automatic signature page addition to PDF documents
- Merge all signatures and documents into one final PDF
- Optional QR code for document authenticity verification
- Complete history of all changes and signatures
User Rights
| 0 | No access |
| 1 | View own documents only |
| 5 | View own + create new documents |
| 10 | View all, create, edit, generate final PDFs |
| 15 | Full access including deletion |
Creating Documents
- Select document type from tabs
- Click + Create new document
- Enter document name and description
- Upload PDF files (signature pages will be added automatically)
- Click Save
Sending for Signature
- Open document detail
- Click Send for signature
- Select recipient (from eIntranet users) or enter email/phone manually
- Phone must be in format +420XXXXXXXXX for SMS verification
- Set validity period (default 7 days)
- Choose to send immediately or schedule for later
- Click Send
Signing Process (for Recipients)
- Open link from email
- Receive 6-digit SMS verification code automatically
- Download and review attached documents
- Enter full name in the name field
- Draw signature on canvas using mouse or touch
- Enter SMS code
- Click Sign button (activates when all fields complete)
Signature Page Contents
Each signed PDF gets a signature page with:
- Signers full name
- Date and time of signature
- IP address of signer
- Signature image
Generating Final PDF
- After receiving all signatures, open document detail
- Click Generate final PDF
- System merges all PDFs and signature pages
- QR code added at end if enabled for document type
- Final PDF downloads automatically and is saved for later access
Document Types Setup
Administrators can create document types with:
- Custom name and internal description
- Default validity period
- QR code verification option
- Access rights per position/user
History and Audit
Complete audit trail recording:
- Document creation
- Each send for signature
- Each completed signature with IP address
- Final PDF generation