How to request and send images as part of the signature process with Signaturit

Posted by media on June 20, 2017 at 9:00 AM

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Sending an image, for example of an identity card, a driver's license or of any certificate, can be used in addition to a signature request, as an additional authentication method of a signer. Another use case of requesting an image from your clients during the signing process: if you want them to embed their photo, for example, in the document that they have to sign.

For both use cases, in Signaturit we offer two options to send images within the same signature process. With each option we cover a use case, in a fast, safe and legal way.

If you want to know how to request that your customers send an image as part of the signature process, and how they can do so, we encourage you to read this post.

This post is also available in Spanish.

 

Why would you need your clients to attach a photo or image of their ID in a signature process?

 

There are two reasons why it might be necessary for you that your clients attach an image as part of the signature process of a document or contract:

  1. Because you want to strengthen your client’s authentication. 

          In this case the purpose is to add an additional layer of security to the signature                           process: the signer is required to attach a number of specific images after signing                       the document, in order to send it signed (together with the images).

         The time at which the images are attached will be registered in the audit trail and in the              “History” section of Signaturit’s dashboard. In this case, the images attached to the                      document can be downloaded.

         This system is very useful to receive copies of documents such as an identification card,            a driver's license or other certificates. 

      2. Because you need your client to include a photo of him/herself in the document that                  he/she needs to sign. 

         In this second option the signer attaches a photo that will be directly integrated into the              document (embedded) and will be visible along with the signature. This image cannot be            downloaded separately from the document.

         This is the typical case of templates or forms which require a passport sized photo                      embedded. 

 

What are the ways to request your client to submit an image as part the signature process with Signaturit?

Depending on the case, there are two ways to request that your clients attach an image with Signaturit:

 

Case 1 : Authentication method

You can start by uploading a document to send, as usual. If you want to know more about how to do this, read this tutorial:  Send documents to be signed with advanced electronic signature.

In the screen to add recipients and configure the content of the email, click on the camera icon and indicate the number of images that your client (the signer) has to attach.

In addition to saying how many images to attach, it's very important to also communicate what types of images.

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Attaching images as an authentication method will enable the option to download them as files. That means, if you need a copy of some specific credential, it can be downloaded in addition to the signed document.


When your client receives the signature request in his/her email and opens it, he/she will have to upload the required image (or images) by clicking on the camera icon. This icon will appear at the end of the document, once it has been signed and filled in with all of the necessary information.

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When your client attaches the images and sends the signed document, you will be able to access them from your “History” or from the audit trail.  

  • If you access them from your History, click on “attached photos”:

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As you can see, the date and time in which the images were attached will be registered in the audit trail as well as the History in Signaturit’s dashboard.

The most important and useful part of this option - to attach images as an authentication method - is that you can download them as files. That means, if you need a copy of some specific credential, it can be easily downloaded in addition to the signed document. All in the same process.

 

Case 2: Embed an image into a document

As in the previous case, start by uploading a document to send. In the screen to set up the the document you will find several boxes (that we call widgets) in the right hand column. Among them, you will see a box called “Image”.

To show the signer where to insert the image that you are requesting, drag the image widget with your cursor to the place in the document that you want the signer to place the image. 

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In this case, when your client receives the signature request in his/her email and opens it, he/she will have to insert the required image (or images) by clicking on the space indicated, where you previously placed the image box. 

The big difference regarding the previous case is that with this method, the image cannot be downloaded as an attached file and will only be visible from the document itself. In addition, it will also not be registered in the audit trail.

When signing the document, your client will clearly see the box to place the image with the instruction on how to upload it. When all of the fields are filled and the image is uploaded, your client can sign the document. Once signed, the document will appear with the image embedded and the signature.

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In short, Signaturit offers two possibilities to include images in the signature process. Each method has a different goal, but both offer the maximum legal guarantees and information security, and both are equally intuitive for those who have to request that images must be included, and for those who must upload them (your clients).

Lastly, in addition to the authentication method by using images, we also offer the authentication method by voice, by attaching files, or by SMS. All can be combined or used individually.

Get more information and read more articles to discover all the possibilities that we offer in Signaturit in our Help Center.

This post is also available in Spanish.

 

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