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Netco signer web platform user guide

Version 1.0.0

Welcome to the Netco Signer user web guide!

 

Registering, customizing, validating and signing multiple documents are some of the main features Netco Signer offers its users.

 

Below you will find a guide to use our services, products and solutions broken up into easily manageable steps and explained in a clear and concise way. 

 

This guide will provide all the information you need to sign documents quickly and securely using our user-friendly solutions. 

 

Netco Signer – more time to live!

How to create an account at Netco Signer?

Follow these steps to register and create your new account on the Netco Signer platform to begin signing your documents electronically.

STEP 1

To login for the first time you to you must enter your email and password and click on the New user button.

STEP 2

Select the registration you want from the options provided: Registration with personal data, or Registration with Netco PKI codes.

If you select Register with personal details, you must fill in the following fields: Name, Email, Cellular Number, ID, Country, Department or State, City and Address of residence.

STEP 3

When you complete the Personal details section and click Create new user, you will receive a confirmation email that will include your reference and authorization codes. Copy and paste these codes into the boxes that correspond with each. Then finish the rest of the form, filling in the boxes: User, Password, Confirm password and checking the box to accept our terms and conditions. You can then click Register to finish activating your account.

STEP 4

Once this registration process is complete you can login to Netco Signer with your chosen email and password and begin signing your documents electronically.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

How to recover your password?

STEP 1

At the bottom of the login module click on Forgot your password.

STEP 2

In the User box, type the email address you registered and click Recover password. An email will then arrive in your inbox or spam folder, open the message and click the recover password link to continue with the process.

STEP 3

Once you accept the password change, you will be taken to the Password change module, here you must assign and confirm a new password and then click on Update password.

STEP 4

Login to Netco Signer with your new username and password

 

 

 

How to sign a PDF document?

STEP 1

When logging in to Netco Signer, on the left side you will find a menu with different functionalities, locate the Sign button and click on it.

STEP 2

On the Sign screen, you will be presented with the following options:

 

Operation: This is where you select what type of signature you want to make, the options vary according to the type of account you have. Here you can find: electronic signature, digital signature with timestamp and/or digital signature.

 

Preview PDF: This option allows you to view the document and read it before signing.

 

Send to mail: Here you can select the option for the document to be signed, a copy of it will be automatically sent to the email address you registered with.

STEP 3

Now you must choose the type of file you want to sign: Using PDF template or Upload files. For now, we will show you we will take you through the Upload files option. 

Click Next when you are ready.

STEP 4

Choose the document to upload by clicking Select file (s). A box will then open allowing you to search for the file(s) on the computer, once you have selected the file(s) click Open and then Finish to start loading it onto the platform.

STEP 5

Once the file has been uploaded, you can view the document and sign it by clicking Finish

 

In the documents’ signature box you will see the platform has displayed two blue boxes with two different functionalities:

 

The blue box on the left side can be dragged and dropped, allowing you to target the desired place on the page where you want to sign. 

 

The blue box on the right side is used when signing on a touch screen device if the type of signature you selected is handwritten.

 

When you have found the right place on the document and you are ready to sign, click Sign above the document on the top. Your document is now signed. 

 

STEP 6

Your document will be automatically stored in Signed files under Private. To save and download it to your computer select the document, click on the Actions menu on the right side and select Save as …

 

How to sign a PDF template?

With Netco Signer filling out and signing a PDF template is very simple: 

STEP 1

In the main menu click Sign on the left side.

STEP 2

You will then see the following options that you can enable or disable according to your needs:

 

Operation: Shows the type of signature you are going to make. Depending on the type of account you have, you will have the following options: Electronic signature, Digital signature and Digital signature with timestamp.

 

Preview PDF: Enabling this option allows you to view a document before signing it.

 

Send mail: This option allows you to send a copy of the signed document to the email you register in the box.

 

When you are ready, click Next to continue.

STEP 3

Select Using PDF Template and click Next.

STEP 4

Now, select the template you want to sign by clicking on the Select a template drop-down menu, once selected click Finish.

STEP 5

Fill in the fields in your PDF template and click Generate PDF.

STEP 6

In the template you will be able to see the data you entered so that you can make your graphic signature in the field that your document requests it.

 

Now click on Sign above of the screen

STEP 7

Your file will be stored in Signed Files under Private. To save it and download it to your computer select it, click on the Actions menu on the right side and check the option Save as …

 

How to send a document to sign?

Send documents for someone else to sign in 5 simple steps:

STEP 1

In the main menu on the left side of the screen click on the Load files option.

STEP 2

A box will open with the following options:

 

Select file(s): Clicking on this will bring up a box to search for the document you want to upload and send to someone else.

 

Enter the user: Here you must enter the email address of the person who is going to sign.

 

Comment: In this box you can write some comments for the person who is going to sign.

To finish click on the Send button located at the bottom.

STEP 3

The person signing the document will receive an email advising them that a document is ready to be signed.

 

After opening it, click on Sign document.

STEP 4

Clicking Sign document will take you to the Netco Signer homepage, where you will need to log in or register as a new user in order to sign.

 

A graphical signature with your name will automatically be generated and you will be able to review the document to ensure it is ready to sign. 

 

Once you have reviewed the document, click on Sign on the right side.

STEP 5

Your file will be stored in Private Files. To save it and download it to your computer select it, click on the File menu on the right side and check the option Save as…

How do I test other fonts in my graphic signature?

NetcoSigner allows you to use lots of different signature options. Learn how to customize your signature by selecting Graphic Signature.

STEP 1

In the main menu on the left side of the screen click on Profile.

STEP 2

In Profile you will find four tabs at the top: Profile, Signature, Fingerprint and Options, click on Signature.

 

In Signature you will find three modules:

  1. In the first module NetcoSigner automatically creates your graphic signature with the name you registered when creating your account.
  2. In the second module, on the right you will find a button to select your graphical signature from your computer. If you have it in .JPEG or .PNG, you can load it and use it in NetcoSigner.
  3. In the third module you will find the button Create a new image with your name. Here you can see your name in the different fonts that the system has enabled. When you click on this button, a box will appear with different fields where you can modify the signature’s text and select the font you want. Once you are ready, click OK.

This process will update your signature. You will be able to use it as long as you sign with this platform. If you want to change it, repeat this process.

How to upload a signature in .PNG or .JPEG to Netco Signer ?

Upload your graphic signature in .JPEG or .PNG format in a few steps and start signing your documents.

STEP 1

In the main menu on the left side of the screen click on Profile.

STEP 2

In Profile you will find four tabs at the top: Profile, Signature, Fingerprint and Options. Click on Signature.

In Signature you will find three functions:

 

  1. In the first function NetcoSigner automatically creates your graphical signature with the name you registered when creating your account.
  2. In the second function on the right you will find a button to select your graphical signature from your computer. If you have it in .JPEG or .PNG you can load it and use it in Netco Signer.
  3. In the third function you will find the button Create a new image with your name, here you can click to see your name with the different fonts that the system has enabled.

STEP 3

Click on the Load new graphic signature button.

Locate the file in the box that appears and click Open to accept and upload your signature to Netco Signer.

Your signature is now ready for use on the documents you are signing.

 

 

How to validate the signatures of a document?

Validate the signatures on your documents quickly and easily.

STEP 1 

In the main menu on the left side click on Verify.

STEP 2

Click Select file (s) to locate the document on your PC and then Open to upload the file.

STEP 3

Once the file is loaded click first on Verify then on Details to display all the digital signature information in your document.

STEP 4

In the first part of the results you will see the name of the file you are validating.

 

In the second part, you will see information about the signatory: name, contact, entity issuing the certificate and validity of the certificate.

 

In the third part, you will see the signature information: date of signature, comment, location and LTV enabled.

 

In the fourth part, you will see the timestamp information: timestamp authority and timestamp date.

 

 

How to view page saving history?

Our signature platform tells you how much money you saved by using zero paper and avoiding printing documents. Learn how easy it is to access these reports.

STEP 1

In the main menu on the left side click on Reports.

STEP 2

On the top right you will see the Pages report button and the drop down for Logs, to show all the actions completed on our platform, and Signed documents, for the full list of signed documents.

STEP 3

Click on the Page report button at the top right and you will see the savings you made by avoiding printing.

Click the Date box to select a specific date. Then click Search and you will see the total pages saved from that date to today.

STEP 4

On this screen you will have complete control of managing your zero paper reports and printing in your business.

 

 

How to view the history of all signed documents?

Quickly and easily check which documents you have signed in a given period of time.

STEP 1

In the main menu on the left side click on Reports.

STEP 2

At the top right-hand side, under Report Pages, you will find Signed Documents.

 

Here you will see the following fields that will help you filter the information and view the specific data you want included in your report. 

 

From left to right you will find:

 

View user name(s): Here you will get your email and/or the email addresses of the users you have control over.

 

Signed documents: In this field you will see the file formats that you sign: PDF, XML, DOCX, XLSM and the others that you have enabled in your account.

 

Signature types: Here you will see the signature types you have used. You can also select between Electronic Signature, Digital Signature and Time Stamped Digital Signature, depending on what you have enabled in your account.

 

Start date: Here you select the date from where you want to start the count.

 

End date: In this field you select the date where you want to end the count.

 

FILTER: Click this button to see the results of your filtered search.

 

CLEAN: Click this button to clean the results and make another filter.

EXPORT: To create a file of the report, download it and save it to your computer click this button.

STEP 3

Repeat this step as often as you need to review your reports as they are updated in real time.