How do I create a new signing?


Make sure you have the correct permissions to create a new signing process.

When you are in E-signing, you can click the button on the right called "New Signing" as shown in the image below.

Select document

The first thing you need to do is choose which document you want to send for signing. Here you have two different options.

Upload a document from your computer

If you have clicked the button to upload a document, you can either drag a PDF into the dashed area or click the link "Upload a file" to select the PDF you want to send for signing. Please note that we only accept PDF files for signing, that the file must not be write-protected or encrypted, and that it must be no larger than 10 MB.

When you have selected the document you want to send for e-signing, a box will automatically pop up with information about the uploaded document.

  1. Here you can see a preview of the document you have selected. Make sure you check that it is the right document.
  2. Information about the document, such as file name and file size. Note that the file must not be larger than 10 MB.
  3. Select the archive where the document should be placed.
  4. Did you make a mistake and want to upload a different document? Click the "Remove" button to start the process over.
  5. Do you need to include attachments? Click the "Add attachments" button to open a box where you can select the attachments you want to include. NOTE: Attachments must also be PDF files. Your document is merged with all attachments (the attachments are placed after your document) and a new PDF file is created and uploaded. This means you can search for the document even by text in the attachments. You can also choose from standard attachments that are always available to you.

When you are happy with your choice of document, archive and any attachments, click "Next" to continue.

Existing document

Do you already have a document in doCuro that you want to send for signing? Then select the "Existing document" button instead of "Upload".

  1. Search for the existing document using its serial number. When you have found the serial number of the document you want, click "Search". If the document is found, you will see a preview like the one above. Make sure it is the right document to be sent for signing.
  2. If it is not right, click the "Remove" button to start over.

When you have selected the right document, click the "Next" button to continue.


Existing document
  1. If you have created templates, you can choose the template you want to create the document from
  2. Fill in the required fields in the template and click "Generate PDF"
  3. Give the document a name and wait until the document has been generated.

When the document has been generated, you have selected an archive and everything looks correct, click "Next".


Select recipient

Next step is to choose the recipients for this signing process. A signing process can have, and often has, more than one recipient. Start by filling in First name, Last name, Language, Email and, if needed, phone number for the first recipient shown below. The language you choose is the language this recipient will get their email in and the interface language when they sign. A phone number is usually not necessary, except if you want to sign using SMS.

After you have filled in the details for this recipient, you need to choose what they should do. There are two options:

  1. Sign: The recipient needs to sign this document and all attachments. This can be done in different ways, for example with BankID.
  2. Review: The recipient does not need to sign, but should review the document and check that everything looks correct. The reviewer can choose not to Approve the process, and it will then be cancelled.

When you have made your choice, click the "Save" button to add this recipient. Then you can press the "Add recipient" button to add the next person who should sign. To change a recipient, click the pencil icon.

Add all recipients and their roles, and when you are done, click the "Next" button.

Settings for the signing process

When you have added all recipients for the signing process, the last step is to set the options and then send the document for signing. Fill in a greeting message in the next step and click "Continue". Look at the image below to see the settings available for a signing process.

  1. If you have added more than one recipient, you will be asked how the signing order should work. If you choose Sequential, an email is sent to the first recipient, who can sign. When this person has signed, the document is sent to the second recipient, and so on. If you instead choose Parallel, the document is sent for signing to all recipients at the same time. When everyone has signed, the process is complete.

  2. You can set a deadline for the signing. The deadline can only be in the future, and after this deadline the document can no longer be signed.

    If you instead choose that the order should be Parallel , it will be sent for signing to all recipients simultaneously. When everyone has signed, the process is complete.


  3. If you have set a deadline, you can set a reminder. Here you can choose for everyone who has not yet signed to receive a reminder, for example 4 days before the deadline.

When you have filled in the settings, you can click "Continue" to review everything and make sure it is correct. Click "Send for signing" to start the signing process.

In a few minutes, your document will end up in the archive you chose in step 1 when you selected the flow. If the document has not arrived, you can check here.