Self-Signing a Document

DocEndorse allows you to sign documents yourself without sending them to another recipient. You can start a self-signing workflow directly from the DocEndorse platform, or ask the AI agent to guide you through the process.

Self-Signing from the DocEndorse Platform

To start a self-signing workflow:

1. Log in to your DocEndorse account.
2. Go to the Hub page and select Self-Sign.
3. If the Self-Sign option is not visible on the Hub page, click the Menu button in the top-right corner to open the menu and select the option to start a self-sign workflow.
4. Upload or select the documents you want to sign.
5. Continue to the document editing step, where you can select each document and add or edit the required fields.
6. Once you have finished editing a document, save your changes and click Close to exit the editor.

DocEndorse will then process the document and apply your changes. Once processing is complete, you can use the options menu for the document to:

• Share the signed document
• Upload it to a connected cloud storage service
• Download the document
• Access other available document actions

Self-Signing with the AI Agent

You can also ask the DocEndorse AI agent to help you self-sign a document.

Simply tell the AI agent that you want to sign a document yourself. For example:

“I want to sign this document myself.”

The AI agent will guide you through the self-signing process and help you complete the necessary steps. Depending on the context, it can help you identify the document, prepare it for signing, and guide you through the signing workflow.

The AI agent is available through the DocEndorse platform and supported third-party chat platforms, including Microsoft Teams, Slack, and Telegram.

Using the AI Agent Through Chat Platforms

If you are using the AI agent through Microsoft Teams, Slack, or Telegram, you can initiate a self-signing workflow directly from the conversation.

You must be authenticated with DocEndorse through the relevant chat platform before the AI agent can access your documents or perform actions on your behalf. Once authenticated, simply tell the agent what you want to do, and it will guide you through the appropriate steps.