Document Signing Overview

As at July 2017, there are two methods for signing within the portal, we currently have two different products being used for signing. 

The two products are Adobe Sign and Group Docs. Adobe Sign is a recent addition to the portal and Group Docs is the signing program that has been used in the portal since the beginning. We will be depreciating Group Docs and moving to Adobe Sign, however due to the portal being connected to different versions of HowNow, the two will remain in operation for the present time. The reason for the move to Adobe Sign was it is a more convenient system for clients, which means they don't have to sign-in to the portal to be able to sign a document and secondly Adobe Sign has greater support for the various versions of PDF files that are being used.

The HowNow Online connected portal can have Adobe Sign turned on now - this is done by a feature flag in the Portal, which can be changed by the Business Fitness support team. 

Both Adobe Sign and GroupDocs allow for two methods of signing:

  • Click to Sign - this option means that the client signs the whole document in one place, there are no signatures throughout the document
  • SecureSign - with this option you can add signature and date and text fields throughout the document in the desired location. The client then signs in each of these areas.

These are handled slightly differently in Adobe Sign and GroupDocs.

See the individual help pages for information on each of the systems:

Setting up Documents for Signing using Adobe Sign

Setting up Documents for Signing using GroupDocs

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