Before getting started
The electronic signature module lets you send your documents for signature. For more information on how electronic signatures work, you can refer to our help sheet on the topic.
Accessing the document via the request email
Once a signature request has been sent, the signatories will all receive an email notification at the same time. This email contains a link that lets them access the documents and sign them.
If the documents have already been signed, the link will redirect you to a page confirming the signature of the documents.
Or via the Lucca notifications center
Once a signature request has been sent, the signatories will also receive a notification in the bell icon on the Lucca home page. Employees can then directly access the documents that they need to sign via the Lucca interface.
If the employee needs to sign multiple documents, they'll find the full list of these documents in the Lucca notifications center. If a request is forgotten, the employee will receive an automatic reminder to sign the document (along with other Lucca notifications about actions that are late).
Signing documents
Signing a document consists of two steps:
- Acceptance of the privacy policy and of the processing of the signatory's biometric data (pressure, speed, and acceleration during signature).
- Addition of the signature. To sign, you need to click in the document, at the location where you want to add your signature.
The signature can be added from a computer, cellphone (smartphone), or tablet. By scanning the QR code on a mobile device, you can directly access the signature interface.
These steps need to be repeated for each document requiring a signature.
Receiving signed documents
Once the document has been signed by all parties, the signatories and the notified users will receive the signed document in PDF format by email.
If the signature request comprises multiple documents, an email will be sent for each document. This means that if two documents need to be signed by two signatories, each signatory will receive two separate emails.
Signature refusal
A signatory can refuse to sign a document. In this case, the signatory needs to justify this refusal. Please note that no emails are sent in this case. However, you will find the signature status on the dashboard.
If a signature request comprises multiple documents, a signatory can sign certain documents and refuse others.
Canceling a signature request
Administrators can cancel a signature request. This action terminates the signature process for all documents for this request, meaning that signatories can no longer sign or access the documents.
If the signatories try to access the documents, they'll be redirected to a page informing them that the procedure has been canceled.
Automatic reminder
An automatic reminder is sent every three days to signatories who have not signed the document yet.