Adding a New Signer
All signers for each document will need to be setup. Clicking the “New Signer” button will allow the document originator to setup a new signer. The required information is the signers first and last name, email address and member number.
Click the “New Signer” button
This will open a box allowing you to fill in the information required for the new signer. A unique PIN# will be automatically generated and that field will automatically be filled in.
Entering in a cell phone number and then clicking the “Send PIN to Phone” button will send the PIN to the signer’s cell phone via Text Message.
For security purposes, it is recommended that the PIN# be sent through a separate medium than the documents—if the PIN must be sent via email we would advise using a separate email from that entered as the signer’s contact email, for example a secure home banking email or another available secure personal or business email.
In the case that the PIN cannot be sent by Text and would preferentially not be sent through the same email as the document(s), providing the PIN to the signatory verbally by phone is recommended.
The PIN will be used to access the document when the signer goes online to complete the signing. If you do not want the signer to use a PIN you can click the “No PIN Req’d” check box. This allows a signer to login into CDP Websign and sign a document without needing a PIN#.
A second level of authentication is available utilizing Knowledge Base Authentication. Please contact CDP Sales at 1.800.869.0793 – Option 5 for additional information.
When finished click “Save” to add the signer. The signer’s personal information will be removed once they have completed signing the document(s).
Editing a Signer’s Information
It is possible to change a signer’s information at any time. If a document has been sent to the signer(s), the document originator should click the “Cancel Signing” button. This will not allow any signer to log into the CDP Websign website and sign the document.
Next click the “Edit Signer” button
You will then be able to choose which of the signatories’ information you would like to edit. Click on the appropriate name and their information will be brought up. You can then edit the signers first or last name, e-mail address, member number or phone number. Here you can also choose whether or not a member will use a PIN number and if necessary you can generate a new PIN and text it to the signer’s phone.
The document can be resent to the signer(s) by clicking the “Send for Signing” button. This will send an e-mail to all of the signatories that have been linked to the document, alerting them that it is ready to be signed.
Removing a Signer
A signer can be removed at any time. If a document has been sent to the signer, the document originator should click the “Cancel Signing” button. This will disable the signer’s ability to log into the CDP Websign website and sign the document.
Click the “Remove Signer” button.
A list of created signers will appear. Click the signer to be deleted. You can filter the signers by adding information into the filter box.
You will then be prompted to confirm you would like to remove this signer. Click OK and they will no longer appear on the list of signers.
NOTE: The signer will only be removed if they are not tied to any document.