Boost Your Insurance Business with Secure Online Signature Solutions in the UK

How to eSign a document: online signature licitness for Insurance Industry in United Kingdom

Hi, welcome to this Yousign tutorial. Together we will go over how to create a signature request. First of all, go to the signatures page in your Yousign account. Next, click on the new request button at the top right of the screen. Click on "+" to upload your documents in PDF or DocX format. If some of your documents do not need to be signed, convert them into attachments. The signers will be able to view them without signing. If necessary, you can complete your documents by adding a "read only text" field and enter the text that you want. Now let's add the signers. Click on add a signer, then click on Create and fill in the signer's information. Don't forget to save it in your Yousign contact list for quicker access next time. Next, drag the necessary fields onto your document. Start with the signature field to indicate where the signer should sign and adjust the field size ingly. You can also add a text input field to ask the signer to fill in information on the document. Add a mention field like read and approved or the signature date. Gather the signer's consent with a checkbox and collect their choice with radio buttons if needed. Add initials. The initials of all signers will automatically appear in the chosen spots once the document is signed. Add yourself as a signer if you need to sign the documents as well. With two or more signers, you can also set a signing order. Easily change this order by dragging and dropping the signers like so. If you need to have the documents or signer's information validated before sending for signature, you can add approvers. They will receive the details of the signature request and can approve or reject it. Now click on next to move to the final step, configuring your signature request. Start with the request details, you can rename it. Add labels to sort and find them more easily in Yousign. Write a personalised message for your approvers and signers. Please note that it will be the same for all. Choose a sender's name, you or your company and add followers to notify them of the progress of the request. Then proceed to the settings. Adjust the validation period of your request or select a specific expiration date. Adjust the frequency and number of automatic reminders that will be sent to the signers. Select a custom experience with your branding and define the desired signature level and adjust the signer's authentication without a verification code. With a unique code sent by email or sms, view your changes in the email preview at the right side of the screen. Once all the settings are configured, your signature request is ready to be sent. Click on send at the top right of the screen, and there you go. In just a few minutes, you have sent your signature request with Yousign. But it doesn't end there. Once sent, you can track its progress in real time. Track email openings, document views, approval and signature progress and reminders sent to your signers. You can also check the send date, the next scheduled reminder date, and the expiration date. You can remind signers who have not yet signed by clicking here. You can also change the expiration date of your request or update the information of signers who have not yet signed, such as their contact details or authentication method. You can also add or remove followers by clicking on share. The status of the signature request will evolve based on the progress of the signatures. Once completed, you can download the signed document. Thank you for following this tutorial and see you soon on Yousign!