How to create a document | Base de conhecimento do Autentique

We’ve created a step-by-step guide to help you create your first document and explore Autentique’s main features along the way:

1. First Steps

Go to the documents page on the dashboard and click on "New Document" in the upper left corner.
Select the file for signing: upload it from your computer by clicking "Select File" or use a template created in our text editor.
If you also want to sign the document, click on + Add me to the list; your signature will be added immediately after completing the document creation.
In the signer’s card, select the delivery method (WhatsApp, email, SMS, or signature link) based on the recipient’s preference.
Enter the recipients’ contact information, such as email or phone number, according to the selected delivery method. As you input each signer’s details, new fields will automatically appear, with no limit on the number of signers.
After setting up the document and adding the signers, click Next to proceed to the next step.

In this step you can still:

Assigning roles to the signers

On Autentique, each signer can have a specific role in the digital signing process, depending on the document's needs. The available roles include:

Sign: The default role where the signer declares acceptance of the document's terms and signs it.
Approve: Allows the signer to approve the document's content without being an integral part, such as a manager approving contracts.
Acknowledge: Used to certify awareness of the content or situation described in the document.
Sign as a witness: Intended for those acting as a civil witness in the document.
Acknowledge receipt: Functions as a digital receipt confirmation, verifying the recipient received the document without integrating them as a party.
Endorse in black: Applicable to trade bills, transferring ownership to a named person.
Endorse in blank: Similar to black endorsement but without specifying the new holder.

To assign each signer's role, simply click on the designated icon.

Determining the signing order of the document

Sending without a signing order allows all signers to receive the document simultaneously, speeding up the process as no sequence is required for signatures.

On the other hand, sending with a signing order organizes signatures sequentially, sending the document to the next signer only after the previous one has completed their part. This is ideal for situations requiring hierarchy or greater control.

You can choose this option during the document creation process:

Choosing the signature method

The advanced electronic signature ensures the authenticity and integrity of the document without requiring an ICP-Brasil digital certificate, making it widely applicable for contracts and agreements between private parties.

The qualified electronic signature, on the other hand, requires a digital certificate issued by an ICP-Brasil accredited CA and is essential for situations such as property transfers and regulatory acts.

By default, Autentique uses the advanced signature, but you can select the qualified one by activating the corresponding toggle:

For more information about signature types, check out the article: Advanced or Qualified Electronic Signature: Understand the Differences.

Additional security validations

When creating a document on the Autentique, you can access advanced options to include additional validations for signatures. Click on “Show more options” in the signer’s card to configure the following features:

Require SMS validation: Request the signer to verify their identity using a code sent via SMS. You can pre-fill the phone number or allow the signer to provide it during the signing process.
Require a photo ID: Request the signer to attach a photo identification document and perform a liveness check. The available options are:
1. Manual approval: The signer submits a photo ID and a selfie, which you or a member of your organization will manually approve or reject.
2. Photo ID: The signer uploads images of the front and back of an identification document, captured via smartphone or computer. Validation will be done automatically.
3. Document, selfie, and liveness check: The signer provides a photo ID, takes a selfie, and performs a liveness check. The system automatically compares the document photo with the selfie to verify the match.

Choosing Jurisdiction and Language

The jurisdiction defines the geographical or legal area where the document will be valid.

The language feature allows you to choose the email template version to be sent. Templates are available in Portuguese and English. If you select English, the signer will receive the email in that language.

Merging a document

The Merge File option in Autentique allows you to include multiple documents in the same submission during creation.

After selecting a document, click on Merge File.
Select Add More Files and choose the documents you want to combine.

When merging files, they become a single document, with no option to separate them after submission. If you need the files to remain separate, send them individually for signature.

2. Positioning Signatures

Position the signatures and other desired fields for the signers in the location of your choice within the document:
After being positioned, click in Next.

How to repeat fields across multiple pages:

If you need to position the signature on multiple pages in the same document, click the blue copy icon:

2. When you click, a new window with the available options will appear. Choose the desired one:

3. Final Step

On the final step it's possible to:

Edit the name of the document
Customize the message that will be sent to the signers.
Set the folder where the document will be archived.

To finish, click on Send for Signature in the bottom left corner of the screen.

For more details on the options available on this screen, refer to our topic on additional settings to understand how each feature works.