Electronic Signature Settings and Signing Workflow
The electronic signature feature allows you to send documents from Hanna for signing via Mobile Signature or Smart-ID and track the process status. The function can be enabled separately, and its use may be subject to a charge.
Last updated 13 days ago
Administrators can access the settings by navigating to System Settings → Settings → Miscellaneous → E-signature. Here, you can select whether the signature appears on the first or last page of the document and define the link's validity period. The screen displays the number of billable signatures for the current month.
- Prepare the final version of the document and generate a PDF if necessary.
- Open the signing actions within the Document, Contract, or Project card.
- Add the signatories and verify their details.
- Select a sequential signing order if required.
- Initiate the Mobile Signature or Smart-ID process.
- Monitor the status and the final file within the card.
The link is valid for a limited time; initiate a new session if it expires. If the data is incorrect, cancel the ongoing process and start over.
If you do not see the tab or action, the feature may be disabled, or you may not have the required permissions. Contact your administrator or Hanna Customer Support.
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