General Sign Flow

1. Log In / Access Platform Users access the secure web-based platform via browser

2. Upload Document

• Upload PDF or supported document formats

• Drag and drop files or browse from local storage

3. Configure Signing Workflow

• Define document title and purpose

• Add one or more signers

• Choose signing order

4. Set Signer Authentication Method

5. Place Signature Fields

• Drag and drop signature, initials, date, and text input fields

• Assign fields to specific signers

• Add notes or instructions

6. Send for Signature

• Send document via email invitation

• Set optional deadline and reminders

7. Signer Receives & Signs

• Signers are guided through a secure signing experience

• Identity is verified as per configured method

• Signers apply digital signature and/or e-Meterai

• Confirmation screen and email receipt

8. Real-Time Tracking & Notifications

• Sender monitors signing status (pending, signed, declined)

• Automated email notifications/reminders for incomplete actions

9. Completion & Document Download

• Once all parties sign, a final signed document is generated

• Full audit trail attached

• Download available in dashboard or sent via email

10. Store or Archive

• Option to download, archive in VIDA Sign.