2. My documents
Difference between static and dynamic folder
Last Updated: September 2, 2025Document organization is key to efficient management. Sorting your documents to sign allows you to structure and classify the information according to your needs and preferences. This simplifies the search and retrieval of documents. Through this guide, we will provide you with detailed instructions on how to use static folders and dynamic folders to organize your documents to be signed. This process is designed to be intuitive and easy to follow, giving you the control necessary to keep your documents organized and accessible at all times. Go to your documents: In the left sidebar, you need to press “My devices“. Static folder Organize the documents to be signed in a fixed structure of mother folders. Each folder is created by the user with a specific name and within it the documents are saved with the name that the user assigns. Create the mother folder: In the upper left corner you can find the icon to create a new folder. Name the new folder: Now, the next step is to name to the mother folder, in this example is going to be Static Examples, and then press “Submit”. Verify the folder creation: You will be redirected to the main page of your documents, and see the creation of the folder. Example: Using a CSV automation for this example, we choose to save the documents in a Static folder and then choosing the Static folder that we created in the past steps called “Static Examples”, we are saying that every document in the future workflow is going to be saved in that specific folder. Name the document: After we choose the folder where we are going to save our documents, we need to set the configuration on how to name the documents in the workflow. For this example, we name at first Static file to the documents, followed by the suffix that we want (only the available names on the fields that we put in the smart template), in this example as a suffix we choose the name of the signer. Set the message: At the end, you must write the email message that will appear on the email of the respective signer of the document. In this case we put “Sign the document”. Verify your settings: After we create the workflow for the document, we can see the result of your configurations, we verified the folder name before, but now you can see the file name that we used in the past steps. We put Static file as a field name, but now we can see the names of the signers, so we confirm that the suffix is working. And all the documents that we are signing will be saved just in the mother field called Static Examples. Dynamic folder These folders are generated based on the criteria defined by the user, such as the name of the mother folder and the name of the document saved within it, just like a static folder. But now each document is placed in a subfolder within the mother folder, following the name defined by the user. Create the mother and subfolder: For this example, we will use the forms on the Smart template. At first, we choose that we want a dynamic folder. We create the name of the mother folder (just like the static folder), in this case we called “Contract Examples”, now you need to name the subfolder using fields that we put in our templates as a suffix, for this case we use the name of the signer. An just like the static folder, we must name our file. For this example, we called “Contract” and the name and RUT(ID) as suffixes. Set the message: At the end, you must write the email message that will appear on the email of the respective signer of the document. In this case we put “Please, complete this template”. Verify your settings: After you create the workflow for the document, you can see the result of your configurations, we verify that the mother name is Contract Examples, the subfolder is the name of the signer and the folder name is the name and RUT/ID suffixes after the name(“Contract”) that we used to name our respective document. After showing you this differences, you are now capable of choosing whatever option that you like he most, save your documents in a static folder or save your documents in a dynamic folder.
Uploading files in a folder
Last Updated: September 2, 2025In this documentation, we will guide you through the process of uploading different types of files, giving you the flexibility to work with a wide range of documents and resources. The ability to upload files is essential for collaboration and efficient workflow. Whether you need to share documents, images or other types of files, the upload process allows you to take your projects to the next level and keep all your information centralized and accessible. Go to your documents: In the left sidebar, you need to press “My documents“. Create a new folder: We are going to create a new folder to save the files we want to upload, you must press the orange folder icon in the upper left corner. 2″ Name the new folder: You must name the folder, in this case we named “Upload Example”. Then press “Submit“. Confirm the folder creation: Now we can see that the folder has been created in our personal drive. Upload files inside the folder: In our folders, you must press the folder that you created to access inside. Then, to upload files, you must press “Upload“. Upload method: You can drag files to the box or click inside to select from your documents. You can upload ZIP folders, PDF, Docx, Pptx, CSV files and JPG pictures. Upload individual files You can upload file one by one, in this case we are trying to upload a pdf file that we are going to name “Document pdf” inside the “Upload Example” folder that we created before. Then, you must press “Upload“. Confirm the files upload: You can keep uploading different type of files by doing the same step that you did before. For this example, we upload a pdf, docx, pptx, csv and a JPG picture to the folder. Upload a ZIP folder Instead of drag the files one by one, in your desktop you can create a zip folder with the different files inside. Confirm the zip upload: You must select that you want to upload the zip folder in the “Upload Example” that we created before and press “Upload“. Rename the name of the folder: If you think that you put a wrong name to the folder, you must press the gray folder icon to rename the folder. Edit the folder: You can put another name to the folder and then press “Submit“. Delete the folder: You can delete the folder by pressing the red folder icon. Confirm the decision: Press “OK” to confirm that you want to remove the folder.
Signing a basic file using workflow
Last Updated: September 2, 2025Digital signature is essential in today’s world, where most transactions and agreements are carried out in digital environments. It offers a fast, convenient and secure way to validate the authenticity and integrity of documents, ensuring the legal validity and protection of information. In this documentation, we will guide you through a basic example of how to perform a digital signature on a document that you have uploaded to our platform, giving you a clear view of how to complete this process effectively and securely. Prepare the files: You can prepare any document for a workflow, you can do it one at a time or all together at the same time. You must select the document that you want to prepare for a workflow by pressing “Prepare for Workflow“. You can see how to upload files in your drive in Uploading files in a folder PDF files: Now your files are in PDF format and have the message “Ready for workflow“. Select and create workflow: You must choose the specific documents first and then press “Create Workflow“. Choose the workflow: You will see the file that we selected to create the workflow, in this step you must press “Select Workflow“. Choose the specific workflow: You will see all the workflow you have created in the right side. For this example, we will choose the “Flux Example” workflow. To create a workflow, you can see Creating a new workflow Confirm the workflow: You can see the workflow that we selected. You must press “Next” to go for the next step. Signing options: You must configurate the signing order by the order of signers or all at the same time. Choose the days when the link will expire, if you want to send a copy of the document to the signers and if you want to share a copy with your contacts. You can see how to create a contact in Adding a new contact – legale.io Confirm the signing options: Press “Send” to confirm your configurations. Checking my drive: If you return to your drive, you can see the document you sent for workflow has an “IN PROGRESS” message. Start the signing process: Press “Workflows in progress” to see the workflow information. Copy the signing link: You can see the sign status of the document. We will copy the sign link to sign the document. Document preview: You must approve or reject the document. Choose the sign method: You must choose the signing method. For this example, we will choose only our first name and then press “Sign“. To choose the sign method you can see Choosing the sign method – legale.io Checking my drive: If you go back to your drive, you will see that the document now has a “Signed” message. View the signed document: Press the document and you will see the signed document with the sign that you chose before.
Download files from my drive
Last Updated: September 2, 2025Downloading files To download files from your storage, you can either select a specific document or clicking “Download” will trigger the download of all files listed in the current view. Downloaded files as a ZIP folder When downloading all files at once without selecting a specific one, the system compiles them into a ZIP folder named “My drive”, which is automatically saved in your Downloads folder. You can extract this compressed folder to access its contents individually. Extracted folder contents Once you unzip the “My drive” folder from your Downloads, you’ll find all your files neatly organized inside. These will include PDF documents and your subfolders. This view confirms that the bulk download process successfully consolidated all selected (or unfiltered) files into a single compressed directory. Download a subfolder To download a subfolder, you first need to select the folder from the directory panel—in this case, “Flow Template” under “Contracts.” Once selected, use the “Download” button from the top menu. This action will generate a ZIP file containing the contents of the selected folder, which will be saved to your computer’s default downloads location. Downloaded subfolder as ZIP file After initiating the download of the selected subfolder (e.g., Flow Template), it will appear in your computer’s Downloads folder as a compressed .zip file. You can extract it to access the documents inside. The folder name remains the same as in the Legale platform for easy identification. Download a single file To download just one file from the document explorer, simply select the specific file from the list and then click the Download button. This action will initiate the download of that selected item only, rather than compressing the entire file list. Downloaded file location Once the individual file is downloaded, it will appear in your system’s default downloads folder.
Share files and folders
Last Updated: September 2, 2025Share document To share a document stored in Legale, first select the file you want to share from your list. Then, click the “Share document” button located in the action toolbar. Send shared document via email Once the recipient’s email address has been added to the list, confirm the action by clicking the “Send” button. This will dispatch a copy of the selected document directly to the specified email address. Share with viewer To enable external access for viewing, select a document and click on the “Share with viewer” button. Confirm viewer sharing After selecting a contact from the dropdown list, click the “Share” button to grant viewing access. Share and share with viewer from My drive When clicking the “Share” or “Share with viewer” buttons without selecting any specific documents, the system will include all files stored in the “My drive” folder. This allows for mass sharing or viewing access to every document at once, without needing to manually check each file. Sharing folders requires a designated user Unlike general document sharing, when you want to share an entire folder, such as My drive or a subfolder, you must assign a specific recipient user in the designated field. The folder cannot be shared without specifying at least one user from the dropdown list. Share a specific folder To share a specific folder in Legale, such as “Flow Template”, you can use either the “Share” or “Share with viewer” options depending on the level of access you want to grant.
Files and folders integration
Last Updated: September 2, 2025Integrating documents from My drive or specific folders To integrate files from both the general “My drive” and a specific folder such as “Flow Template,” begin by navigating to the appropriate section in your document repository within the Legale platform. If you select “My drive” before clicking “Integration,” the action will apply to all documents contained in that section. Conversely, if you click into a specific folder (e.g., “Flow Template”) and then press “Integration,” the system will integrate only the content of that selected folder. To configure SFTP integration https://legale.io/docs/6720/ Linking a specific folder with SFTP To link a specific folder to SFTP within the Legale platform, start by navigating to the folder you want to sync—in this example, the “Flow Template” subfolder inside “My drive.” Once the folder is selected, click the “SFTP folder link” button from the top menu. This action initiates the linking process, allowing the folder’s contents to synchronize directly with your configured SFTP server. Setting the SFTP folder link To complete the SFTP folder linking process in Legale, a pop-up window appears prompting you to configure the connection. In this window, choose or enter the SFTP destination in the SFTP field, and specify the target folder path in the Folder field (e.g., /folder1). Once both fields are filled, click the orange “Submit” button to establish the connection.
Transfer folders to another user
Last Updated: September 2, 2025Transferring folders in Legale To transfer a specific folder such as “Flow Template” in Legale, start by selecting the folder from the left-side directory under “My drive.” Once selected, click the “Transfer” button located in the top toolbar. Folder transfer to another user To complete a folder transfer in Legale, a window will appear where you must choose the recipient user from the dropdown list. Select the intended recipient (e.g., Lio Blanco – ex@gmail.com) and then click the “Submit” button to finalize the transfer. This action reassigns the folder and its contents to the selected user. Transferred folder not longer visible After transferring ownership of the folder to another user, the original owner’s “My Drive” view reflects the folder is not longer visible. This change visually confirms that control has shifted and the folder contents are no longer managed or editable by the original owner (Diego Leyton Blanco), only viewable if shared back or transferred again. Transferred folder now accessible by new owner Once the folder is transferred to the new user—in this case, Lio Blanco—it appears in their “My Drive” with its content intact. The screenshot confirms that the folder, including the document “Flow Template Document” with the status “IN PROGRESS,” is now fully visible and accessible under Lio Blanco’s account, while also displaying the original uploader’s name (Diego Leyton Blanco).
Duplicate folders
Last Updated: September 2, 2025Duplicating a folder To duplicate a folder, navigate to the desired directory, select the folder or the document within it, and click the “Duplicate” button from the top menu. This action creates an identical copy of the selected content within the same directory, retaining its name and status. Folder duplication confirmation When duplicating a folder, the system prompts a confirmation message asking, “Are you sure to duplicate this folder?” To proceed, click the blue Duplicate button; otherwise, select Cancel to abort the action. This ensures that folder duplication is intentional and avoids accidental copies. Duplicated folder view Once a folder is duplicated, it immediately appears as a copy beneath the original in the file tree on the left side under “My drive.” Both folders will share the same name initially, each containing the same files. This allows you to quickly locate and verify the duplicated version, and you can then rename or organize it as needed
Attach file and link to a document
Last Updated: September 2, 2025Attach file to existing document To attach a file to an existing document, first select the primary document from the list by checking its box. Then, click the “Attached file” button from the toolbar at the top. This allows you to upload a secondary file and associate it with the main one, effectively linking both within the platform. This is useful for including supplementary materials like annexes, reference documents, or evidence files. Upload an attached file After selecting “Attached file,” you’ll see a window where you can drag and drop or select files such as PDF, DOC, PPT, XLS, JPEG, or PNG. Once your file appears in the list (as in the example “Propuesto Mejoras.png”), simply click the green “Upload” button to attach it to the main document. Review attached files After attaching a file to a document, you can view it by selecting the main file and clicking on the “Attached file” button. Choose how the attached file will be delivered Once a file is attached, you can define how it will be delivered by selecting an option from the “Type” dropdown menu. The available choices are: “Both” (which includes the file in both the signing link and the signed email), “Send in sign link” (to include it only in the signing process), or “Send in signed email” (to include it only with the final signed copy). Manage the attached file: view, download, or delete After a file has been attached and its delivery type selected, you can manage it using the icons available on the right side of the file row. By clicking the eye icon, you can preview the file directly within the platform. Additionally, by clicking the three-dot menu, you’ll find two options: “Download” to save the file to your local device, or “Delete” to remove it from the attachment list. Attach a link to a file To attach an external link to a selected document in Legale, first choose the file from your list and then click on the “Attached link” button in the top menu. This option allows you to associate an external URL (such as a reference document or related website) directly with your file. By doing so, users who access the document will also have convenient access to the additional link. To complete the attachment of an external link to your file, simply enter the Name (e.g., “Anexo”) and the URL in the respective fields of the Attached link window. Once filled out, click the green “Save” button to confirm. Attached link saved and visible in document record Once a link has been successfully attached to a document, it will appear in the “Attached link” panel, showing its name, the URL as a clickable hyperlink, and the associated user. You can later edit or delete this link using the pencil or trash icons.
Edit documents properties
Last Updated: September 2, 2025Edit document properties To edit a document’s details, first select the desired file from your list, then click on the Edit button located in the top options bar. Modify document information Within the Edit Document panel, you can adjust key attributes such as the subject and file name, and optionally add a description, specify the document type, define a contract end date, or insert additional comments. After making your changes, click the green Submit button to save them. Successful document update Once you finish editing a document’s properties and click Submit, the changes are immediately applied. You’ll see a green SUCCESS notification at the top right confirming that the update was completed successfully. The updated document now appears in the list with the revised name and associated metadata.
Move documents to another folder
Last Updated: September 2, 2025Move documents to another folder To relocate a document within the Legale platform, begin by selecting the file you want to move from the file list. Then, click the “Move to” button from the top action bar, which is highlighted with a folder icon. This action allows you to choose a new destination folder from your directory tree or shared spaces. Select folder A dropdown menu will appear; select the destination folder (e.g., Contracts) and click the green “Move” button. The file will be instantly relocated to the chosen folder. Confirm document location after move Once a document has been moved using the “Move to” feature, you can verify its new location by expanding the destination folder (e.g., Contracts) in the left-hand navigation panel under My drive. The relocated file (such as Normas-Modificadas-2021) will now be listed within this folder, confirming that the move operation was successful.
Pause a workflow in progress
Last Updated: September 2, 2025Pause a workflow in progress To pause a workflow that is currently in progress, first select the document by clicking the checkbox next to it (e.g., “Flow Template Document”), then click the “Pause” button located in the top action menu—this will immediately suspend the ongoing workflow, allowing you to resume or make changes at a later time. Pause confirmation Once you click the “Pause” button in the action menu, a confirmation prompt will appear asking, “Are you sure to pause the sign flow of this document?”—to proceed, click the red “Pause” button, and the workflow will be successfully paused. Pause workflow in progress Once paused, the document’s status will automatically change to “FLUX PAUSED”, highlighted in orange beside the file name, clearly indicating that the signature flow has been temporarily stopped. Recreate workflow To restart a signature process from a paused, simply select the document and click on the “Recreate flux” button located in the top menu. This action initiates a new signature flow for the same file, allowing users to define a new sequence or update participants as needed. Resend workflow notification If a document’s signature process is already paused and needs to be nudged, you can click the “Resend” button from the toolbar after selecting the file. This will resend the signing request to pending participants. Finish signature flow To manually conclude a signature process, select the document and click the “Finish flux” button in the toolbar—this action will end the signing workflow immediately, regardless of pending signatures, effectively archiving the document’s flow status. Terminated signature flow Once the “Finish flux” option is selected, the document’s workflow status changes to TERMINATED, indicating that the signing process has been forcefully concluded and no further action will be taken within that flow.
Verification of an in progress and signed documents
Last Updated: September 2, 2025Verification of an in-progress document To verify an in-progress document, select the file and click on the Verification icon from the toolbar; this allows you to inspect the document’s current state, signatory progress, and ensure its compliance and integrity during the signing process. Verification page overview The verification page confirms the integrity and authenticity of the document by displaying key metadata such as document owner, file name, subject, GUID, and signer details, along with a certification statement ensuring legal compliance. Verifying a document in progress Additionally, this page will display the sign action history (including timestamps, IP addresses, and geolocation data of when the email was sent, opened, and the document was viewed), as well as a preview of the file. Downloading verification evidence To download the verification evidence of a document workflow, navigate to the verification summary page and click the “Download Evidence” button located at the bottom-right corner—this will generate and save a comprehensive file that includes all recorded data and activity related to the signing process. Verification of a signed document To verify a signed document, first locate the file marked with a green “SIGNED” status, then select it and click the “Verification” button from the toolbar at the top—this action will lead you to a detailed page confirming the authenticity of the signatures and providing access to all related audit evidence. Verification overview This opens a detailed page just like for “IN PROGRESS” documents, displaying signer credentials (name, email, phone), signing method, and geolocation, along with a map. Verification sign action log When verifying a “SIGNED” document through the Verification button, in addition to displaying the signer’s identity, method, and geolocation, the system includes a detailed Sign action showing a timestamped sequence of each event: from the email being sent, email opened, document opened, to document signed, along with the IP address, operating system, browser, and location—offering full transparency and traceability of the signing process.
Send a forward sign notification
Last Updated: September 2, 2025Forward sign notification Clicking the “Forward sign notification” button while a document is marked as “IN PROGRESS” allows the user to promptly resend a signature reminder to the signer. This feature helps streamline the signing process by re-engaging pending signers without having to restart or modify the current document flow. Confirmation prompt After selecting “Forward sign notification”, a confirmation window will appear asking “Are you sure to send notification to these signers?”; to proceed, click “Send” and the system will dispatch a reminder email to all pending signers, reinforcing the need for their action in the signature process. Gmail notification Recipients receive an email from Legale Sign LLC. The subject line includes the document name — in this case, Flow Template Document.This confirms that the notification was successfully delivered to the signers.
Workflow information of an in progress or sign link expired document
Last Updated: September 2, 2025Workflow information – in progress document By selecting a document marked as “In Progress” and clicking the “Workflow information” button, users can access detailed insights into the document’s routing and status within the signature flow. Workflow details – in progress status When accessing the workflow information of a document marked as “IN PROGRESS”, users are presented with structured data regarding each signer’s status. In this case, the signer is Diego Leyton Blanco, who was invited via email to sign the document using the Remote method. The signing process was initiated and the document opened on May 27, 2025, at 14:19. The system provides a direct sign link and a Resend button. Workflow information – sign link expired When viewing the workflow information of a document labeled as “SIGN LINK EXPIRED”, users can still access the historical signature flow data. In this example, the file titled Board of Directors Meeting Minutes was uploaded on August 14, 2024, with its signing link expiring on September 13, 2024. Although the signing was not completed within the allotted timeframe, the platform retains the workflow setup and signer metadata, allowing the user to audit the process and take corrective actions. Workflow details – sign link expired When a document’s signing link has expired, accessing its workflow information via the “Workflow Information” button still provides full visibility into the participants’ progress. As shown in the example, the document was configured with a simultaneously signing flow. The first signer, Christian Modinger Jajam, opened and signed the document remotely on August 14, 2024, successfully completing his part and updating his status to SIGNED. Meanwhile, the second signer, Rodrigo Mortara, also received the invitation on the same date but never opened the signing link, which leaves his status as IN PROGRESS. This view allows the document owner to track each signer’s status, timing, and access history, and offers the option to Resend the signing invitation if necessary, even though the original signing link has expired.
Terminate an in progress or sign link expired document
Last Updated: September 2, 2025Terminate an in-progress document To halt the signing process of a document that is currently marked as In Progress, you can use the Terminate option from the action menu in your Legale.io dashboard. After selecting the desired document, clicking the Terminate button (as highlighted in the image) immediately stops the workflow, preventing any further actions from signers. Confirm termination of document workflow When you initiate the Terminate action for a document in progress, a confirmation dialog will appear to ensure that this irreversible step is intentional. As shown in the image, you must confirm by clicking the red Terminate button. Once confirmed, the document’s signing process will be permanently stopped, and it will no longer be available for signers to act upon. Terminated document status in document list The document status is set to “TERMINATED”. This indicates that the signing process for this particular document was intentionally ended before completion. Terminating a document with expired sign link The document “Board of Directors Meeting Minutes” currently holds the status “SIGN LINK EXPIRED.” The “Terminate” button at the top of the interface is highlighted, signaling the user’s intention to formally close or cancel the signature flow for this expired document. Even though the link has expired, termination is still possible to formally mark the workflow as concluded. Terminated document after expired sign link The document “Board of Directors Meeting Minutes” has successfully transitioned from a “SIGN LINK EXPIRED” state to a “TERMINATED” status. After executing the Terminate action, the system now reflects that the signing workflow has been conclusively ended, preventing any further actions related to the signature process for this file.
Delete your documents
Last Updated: September 2, 2025Deleting an uploaded document To delete a previously uploaded document, go to the My documents section, select the file marked with the Uploaded status, and click the Delete button located at the top right of the options panel. Once this button is pressed, the selected file will be removed from the user’s storage and will no longer appear in the document list. Deleting a signed document To delete a document that has already been signed, go to the My documents section, select the file showing the Signed status, and click the Delete button in the top action menu. Confirming document deletion To confirm the deletion of a document, type the word Delete exactly as instructed into the confirmation field, then enter the reason for deletion in the corresponding text box, and finally click the Delete button to permanently remove the document from the system. Approving or rejecting deletion requests Once a document is marked as Pending Deletion, an authorized user can either confirm the deletion by clicking Approve deletion or deny the request by selecting Reject deletion, both options available in the top action bar after selecting the corresponding document.
Renew a sign link for an expired document
Last Updated: September 2, 2025Renewing a sign link for an expired document When a document shows the status SIGN LINK EXPIRED, you can generate a new expiration date by selecting the file and clicking the Renew expiration date button on the top action bar. This restores the ability for the signer to access and complete the signing process. Setting a new expiration date After selecting the Renew expiration date option, choose a new valid date from the calendar field. Once the desired date is entered, confirm the change by clicking the Save button. This action updates the document’s sign link and reactivates access for signers until the new expiration date. Link reactivated after renewal Once the expiration date is successfully renewed, the document status returns to IN PROGRESS and the new expiration timestamp is shown in the column labeled Link expire at. This confirms the document is again accessible to the signers within the updated timeframe.
Reassign and balance workloads
Last Updated: September 2, 2025Verifying the initial process owner To confirm who owns the document workflow, select the file and click the Verification button located in the top menu. Viewing the process owner’s identity The owner of the workflow is displayed in the document verification details under the label Document owner, which includes both the name and role of the responsible user. Reassign the document and its workflow Select the desired document and click on the Reassign button from the top menu to initiate the process of transferring ownership and workflow control to another user. Confirm reassignment of the document and workflow Select the new user from the dropdown menu, then click the Submit button to complete the transfer of both the document and its associated workflow, ensuring that the selected individual becomes the new responsible party for all subsequent actions. Confirm reassignment completion Once the document has been reassigned, it is removed from the original user’s “My drive” and transferred entirely to the new user’s account, including its current status and workflow history. Document successfully reassigned The document now appears under the “My drive” section of the new user’s account, preserving its status and all process information. The reassigned file is fully transferred and accessible for continued workflow actions by the new owner. Verify the new owner of a reassigned document The document now belongs to the new user account. After reassignment, selecting the file and clicking the Verification button confirms ownership details, ensuring the new user is officially registered as the document owner. Confirmation of reassigned document ownership The verification results display the new document owner, confirming the reassignment process was successful. The system now registers the user Lio Blanco as the current document holder, reflecting the ownership transfer in the audit trail.
Remote advanced signature workflow and signing process
Last Updated: September 2, 2025Activate geolocation To ensure compliance with legal and regulatory requirements, geolocation can be enabled under the Settings tab by toggling the “Activate geolocation”. Prepare a document for workflow To initiate a workflow using a selected document, go to the My documents section, select the desired file from your drive, and click the “Prepare for Workflow” button located in the top menu. Create a workflow Once a document’s status is set to “READY FOR WORKFLOW,” you can initiate the process by selecting the file and clicking the “Create Workflow” button from the top menu. Add signer in the workflow creation process During the workflow setup after selecting a document, you must click the “Add signer” button at the bottom of the screen to designate participants who will interact with the document. Choose the signature flow type When setting up the workflow, you must select a signature flow that matches your needs—“Sign by other person”—and then click the “Next” button to proceed with assigning the signer. Choose the remote signature method To continue setting up the workflow for a signer, select “Remote advanced signature”—this is a manual method that requires identity verification via advanced authentication steps—then click “Next” to proceed with configuring the signer’s role in the process. Choose a contact for the signature In this step, the contact list is shown for selection. However, you won’t be able to select contacts that do not have complete required information (such as missing identity details). To proceed, click “Add contact” and manually input the full information needed for the remote advanced signature process. Complete missing contact information If a contact cannot be selected during the signature process due to incomplete information, you can edit an existing contact by selecting it and clicking the “Edit” button. Required contact information format When editing or completing a contact for Remote Advanced Signature, make sure to enter the full legal name exactly as it appears on the official ID, and include the RUT without periods but with a dash (e.g., 12345678-9). This ensures identity verification works correctly during the signing process. Verified contact displayed for selection Once the contact has all mandatory data (full name and RUT), it becomes selectable in the “Choose contact” list when assigning a Remote Advanced Signature signer. Proceed to next step after selecting a verified contact After selecting the contact with all required personal details completed, click the Next button to continue. Confirm signature placement and proceed After positioning the signature field in the desired location on the document, click Next to finalize the setup. Finalizing signature assignment Once the signature placeholder is correctly positioned and the signer has been assigned, click Next to proceed to the final step of sending the document. Send document In the final window, you can configure the signing order, set the link expiration period (in days), and decide whether to send a signed copy to signers. You can also choose to share the document with additional contacts after signature and optionally save the flow for reuse. Once everything is set, click Send to dispatch the document. Advanced ID verification (signer view) When the recipient receives the document for a Remote Advanced Signature, they must go through an identity verification process before signing. This process includes: Having their ClaveÚnica and ID card ready Answering personal identity questions Creating a 4-digit PIN, which will be used to access and sign documents in the future This verification step is required only once per year and is essential to ensure secure and legally valid digital signatures. The signer must click “Continue to verification” to begin the process. Step 1: Identification via ClaveÚnica To start the Advanced ID Verification, the signer must click the ClaveÚnica button and log in using their Chilean government credentials. If the signer doesn’t remember their ClaveÚnica credentials, a recovery link is provided directly on the screen to retrieve them safely through the official government website. Login with ClaveÚnica On the ClaveÚnica login screen, the signer must enter their RUN (Chilean National ID number) and their ClaveÚnica password, then click INGRESA to proceed. If the signer does not remember or does not yet have a ClaveÚnica, they can click on the links “Recupera tu ClaveÚnica” or “Solicita tu ClaveÚnica” to recover or request it through official Chilean government channels. Step 2: Enter Chilean national ID card number After logging in with ClaveÚnica, the signer must enter the document number from their Chilean National ID (Carnet). This number is located on the front of the ID and is required to verify that the ID is valid and active in the national civil registry. Once entered, click Next to proceed. Step 3: Answer personal questions To ensure identity verification, the signer must answer a set of personal questions generated from official records. These may include civil status, business affiliations, places of residence, or family information. After selecting the correct answers, click Next to continue. Step 4: Create security PIN In this final verification step, the signer must create a 4-digit security PIN that will be used to sign future documents with the advanced remote signature method. This PIN must be kept secure and remembered, as it is essential for validating all subsequent signatures. The signer must also check the box to accept the terms and conditions before clicking Next. Verification complete Once all identity checks have been passed, the signer reaches this confirmation screen. It indicates that verification has been successfully completed and the user is now eligible to sign documents electronically using the Remote Advanced Signature method. Press Next to proceed with the actual signing. Signing with PIN (future signatures) After completing the full verification process for the first time, all future signatures using the Remote Advanced Signature method will only require entering the 4-digit PIN you previously created. Start the signature Once your identity is validated, you will see the document preview along with your name already placed in the signature field.To proceed, click the “Start sign” button at the bottom right corner. Download and verify...