Addition of data to the template by the counterparty

In some cases, it may be appropriate to allow the counterparty to add or update certain information before signing the document. Typical examples are:

• modifying a draft order, for example, to adjust the number of fuel cards the company wants to order,

• HR is sending out a favourite Pink slip to an employee and the employee needs to update e.g. their children's details,,

• when goods or services are handed over, additional delivery details need to be added to the pre-generated delivery note or service report.

The counterparty data completion function is used for this purpose.

How does it work?

It is very simple. Classically, you select the "Pink slip" or other template you want to send to your employees from the list of templates and click on the create button. The assumption is that the counterparty supports the completion of the template, i.e. a special flag is set for the fields that the counterparty can change.

Then you add the parties, select their roles and navigate to the content of the document in the familiar way.

The first thing you'll see, and you might be scared off, is that the new designs can include not only pink but also blue fields.

The pink fields are filled in by you and the blue fields are filled in by the opposing party, but you can feel free to include a note for the opposing party in the blue fields.

Once all required fields have been successfully completed, the Submit button will appear.

When you click on the Send button, the counterparty is presented with a classic invitation to sign the new document.

The counterparty can edit its header data unless you disable it in the workspace settings under Appearance.

When the counterparty opens the document, they will see an interface similar to what you see in Signi.

The counterparty can then add their details to the document by clicking on the box.

Finally, the other party has no choice but to sign the document and send it back to the proposer.

An important piece of information is that in the case of counterparty amendments to the design, the drafter always signs second, as each time the document is modified, the signatures are removed from the document.

After logging into Signi, the drafter will know that he has a document waiting for signature.

It checks the information added by the counterparty and signs the document in the traditional way.