How to work with digital signing in Huma
Understand how to use Huma for sending documents for digital signing and follow the process
- Pricing
- Send a document for signing
- Notifications
- Is it possible to send a document for signing to an external person who is not part of our Huma account?
- Document status
- Actions on a document that is sent for signing
- How to get more signatures (refill)
Pricing
We offer the following for Huma Business and Huma Enterprise subscribers.
Huma Business – Send 50 documents for signing per year, renews January 1
Huma Enterprise – Send 100 documents for signing per year, renews January 1
Send a document for signing
From scratch
- Upload a PDF document and choose appropriate access
- Toggle "Send for signing" and click "Setup signing"
- Choose a Due date. All signatories must sign before this date.
- Choose the receivers language. Controls the language of the emails sent to signers, and the resulting verification added to the PDF.
- Add an optional invitation and confirmation message which will be added to the mails to the signatories.
- Choose who should sign this document. You can add both users in Huma and external signatories. The people you gave access to the document is added automatically.
- Click "Send for signing"
From an uploaded PDF
- Click the three dots next to the name and choose "Send for signing"
- Follow step 3-7 above
When the document is sent, all signers will receive a link via email where they can sign the document.
Does the document automatically appear in the employee's profile once it's signed?
The signed document will not automatically be displayed in the employee's profile. Only those documents specifically designated in the "applies to" field will be visible in the employee's profile.
Notifications
Once the document is sent for digital signing
- the signer will receive an email with the document for review and signing
- after the document is signed, the signer will receive a confirmation email.
If the signing is rejected by one signer, the signing process will stop, and no one else will be able to sign the document.
- the signers will receive a rejection email containing any notes provided.
You can also see the status of the signing in the document overview.
Is it possible to send a document for signing to an external person who is not part of our Huma account?
Yes, you can add "External users" for signing. User doesn't have to invited or logged in to sign document.
- Go the "Document module" and select the document you want to send for signing
- Click "Send for signing" in the right menu
- Fill in the details and click "Add external signatory" to include external signers.
- Click "Send for signing" and an email will be sent out to all signatories.
Document status
A document that is sent for signing can have different statuses.
- Pending
When the document is waiting for signatures. - Timed out
When a signatory didn't sign within the due date. At this stage, the signing process have to be restarted. - Withdrawn
When the author of the document withdraws the document. The signing link will be invalid. - Rejected
A signatory has rejected the document. Upon rejection, a comment can be attached, which will be visible in Huma. The signing link will become invalid for all, and the signing process must be restarted.
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Scrive error
A technical problem with our provider. Contact us if you get this problem. -
Signed
All signatories has signed.
Actions on a document that is sent for signing
- Withdraw
When a document is Pending. The document author can withdraw the document. The signing link that the signatories have received will be invalid. - Prolong due date
When a document is Pending. The document author can prolong the due date counting from the chosen date. It's not possible to chose a date before the chosen date. - Restart signing
When a document is Rejected, Timed out or Withdrawn. The document author can restart the process for the document. - Remove signing
When a document is Rejected, Timed out or Withdrawn. The document author can remove signing, which will make it a regular document.
If a document is sent for signing and one participant rejects it, the entire signing process will be canceled, and the notes will be visible to all parties.
How to get more signatures (refill)
If you have used up all your signatures, we offer additional signatures.
Please contact our Support departement for signature refills.
- Note that an additional cost will apply.
You need a System Role "Digital signing" to send documents for digital signing.
The default Admin role has this activated.