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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.

 

 

 

 

How to view the history of events performed in NetcoSigner?

Track all users’ actions on the platform as follows:

STEP 1

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

STEP 2

On the top right side, under Report Pages, you will find Logs.

 

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:

 

Date: Used to organize and filter your search by User, IP and Operation.

 

Equals or Begins: Allows for better precision with the search terms you use. 

 

Search: This field is to add a keyword or digit to search for and find a specific report(s).

 

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

 

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.

 

How to test other types of signature on the document?

Netco Signer allows you to sign your documents electronically and digitally. You can do it in different ways: using your graphical signature, handwritten signature, QR and fingerprint. 

 

Here’s how to use them:

STEP 1

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

STEP 2

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

STEP 3

On the right side, under Type of Signature, select the signature type you want from the dropdown menu. Netco Signer has the following signatures enabled for your documents:

Graphic Signature: This is a digitized signature, automatically created with the name you registered when you created your account. Remember that Netco Signer allows you to change the font and/or upload a .PNG or .JPEG of your signature.

(See the chapter on how to change the font of a graphical signature and how to upload it in .PNG or .JPEG to NetcoSigner.)

 

Handwritten: This signature works very well on the touch screens of smartphones, tablets or laptops. It can also be done with a computer mouse or a stylus pen. You can also link signature PADS to Netco Signer for greater accuracy.

 

QR signature: This signature adds a QR code in place of the name of the signatory. It is used when the document has to be printed, the signer’s information is validated by scanning the QR code that is printed on the document.

 

None: This option does not generate a signature symbol, since the document is signed electronically and it is only possible to see the signature in the properties of the file.

 

Signature with fingerprint: This signature option works by connecting a fingerprint reader to capture the signer’s fingerprint(s) and link them to the document.

STEP 4

Now that you know the signature options select the one you need, click Save and start signing your documents.

How to secure and track every sheet of your document with a QR code?

With the Netco Signer digital signature platform, you can embed a QR code in each sheet for greater security and traceability of the signature and its signatory. This means you can track any changes made on any page of the document and easily compare it to the original. Here we show you how to activate this function.

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 Options.

At the bottom right, under Type of Signature, select the QR signature option. Once selected, check the Publish document box.

STEP 3

Once the Publish document function is activated, you can sign PDF documents with Netco Signer (see the How to sign a PDF template? section in this guide).

The signed file will be stored in Signed files, download it to your computer to view the QR code on all your pages. Right click on the file and select the Save as … option under the Actions menu to download it.

STEP 4

The QR code will now be visible at the bottom right of all sheets of your document.

How to upload PDF template to use with Netco Signer ?

With our signature platform your employees will be able to fill out and sign PDF templates in a few simple steps:

STEP 1 

In the main menu on the left side click on PDF Templates.

STEP 2 

When you open this module you will see two tabs at the top: Manage to see your templates and Add to load a new template on the platform.

STEP 3

Click on Select PDF file, a box will open for you to search for the file on your computer. Once you have located it click Open and then Upload.

STEP 4

Click on Upload to have the PDF template uploaded to your account and ready to be signed

(see the How to sign a PDF template? section in this guide).

 

 

 

 

How do I add a comment to my signature?

In our signature platform you can add a comment when signing any document. Here we show you how to do it easily.

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 Options.

At the bottom right there is a text box where you can write your comment.

To finish click Save.

STEP 3

When you sign your document you will see the comment you added, your name, and the date and time you signed it.

How to send a copy of a signed document by email?

In a few simple steps you can send copies of your documents to an email address(s) of your choice.

STEP 1

In the main menu, on the left side of the screen, click on Sign.

STEP 2

You will find the signature module with several options.

At the bottom check the Send mail box, then type the email address(s) to which you want to send a copy of your signed document.

STEP 3

Click Next to continue with the signing process. For more information, please refer back to the Signing Documents section of this guide.

 

This process must be repeated each time you send a signed copy of your documents to an email.

How to make multiple signatures in a document?

With our signature platform, several people can sign the same document in a few simple steps:

STEP 1

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

STEP 2

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

STEP 3

At the top left side you will find the Do you want to certify your signed documents? box, keep this deactivated so that your documents can be signed by several people

STEP 4

To continue click on Save. Now the documents you sign will be open and available for multiple signers.

 

 

 

How to seal a document to disallow more signatures?

STEP 1

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

STEP 2

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

At the bottom you will find the box Do you want to certify your signed documents?, keep this box activated so that your documents do not allow any more signatures.

STEP 3

To continue click on Save. Now the documents you sign cannot be signed by others.

 

How to enable Trusted Stamps on signed PDF documents?

Netco Signer works with the worldwide Adobe Acrobat Reader standards. In order to see the firm’s security seals the PDF documents must be opened with this tool.

STEP 1

On Netco Signer, download your document in the Private files section and save it to your computer by clicking on the Actions menu on the right side and checking the Save as… option.

STEP 2

Open the file with Adobe Acrobat Reader to enable the digital signature electronic stamps on your computer.

 

If the system does not recognize the signature in the document, at the top you will see the yellow stamp icon.

STEP 3

To validate the signature and enable the stamp on your PC, place the cursor on the signature, right click and select Validate signature.

Now you will see another box where you must click on Signature Properties…

You will then see the Properties of the signature, including the Time Stamp. Click at the bottom on the Show Signer’s Certificate button..

In  Certificate View  click on the top Trust  tab and then at the bottom where it says  Add trusted certificates

You will then see a new Acrobat security box . Click on OK

A configuration box will appear, check the Certified documents box

Click on OK.

At the bottom of the box, click OK again.

Finally, at the bottom of the Signature properties box click on Validate signature

Every time you open an electronically signed document it will be activated and you will see the trust seal symbol activated in Adobe Acrobat Reader. To finish click on Close.