How to sign a document that was shared with you
If you received an email invitation to sign a document in the Dokobit portal, follow the instructions below to find out how to access it and sign it.
In this article:
How to create a Dokobit account to sign a document that was shared with you
1.0. Open the Dokobit email invitation and press "Review and sign".
1.1. Select the appropriate country and e-identification tool (full list of e-identification tools supported in the Dokobit portal is available here) and proceed with the identity verification process.
1.2. After successfully verifying your identity, enter your email address, agree to the Terms of Service, and press "Register".
1.3. A new page will load, asking you to complete the registration process by verifying your email address.
Note: If, for any reason, you haven't received our account verification email, you can always come back to this page and press "Send again" or "Change email". Remember to check your spam folder.
1.4. Check your inbox and open the account verification email. Verify your email address by pressing "Activate".
Note: If, for any reason, the "Activate" button doesn't seem to be verifying your email address, try the following steps.
- Open the most recent account verification email (if you received multiple).
- Right-click on the "Activate" button, copy the link address, and then paste it into a new internet browser tab or window.
1.5. After successfully verifying your email address, you will be taken to the front page of your portal account.
1.6. Press on the document that was shared with you, review the contents and scroll down to the bottom of the page.
1.7. In the section "4. Actions", pick the signing method of your choice and then press "Sign" to proceed with the signing process according to the eID tool.
A pop-up announcement will appear to let you know that the document was successfully signed.
How to sign a shared document without a Dokobit account
Current Dokobit users who have purchased a paid plan subscription can allow other invited participants to sign a document without requiring them to register a portal account first. This functionality is called accountless signing. In this section, we will walk you through the process of this signing method.
2.0. As described in the 1.0. step of this support article, open the Dokobit email invitation and press "Review and sign" to be taken to the accountless signing page.
If the document owner shared the document with you by only imputing your email address, you will be granted immediate access to view the document.
If the document owner shared the document with you by also imputing your personal code, you will first be required to confirm your identity to view the document.
Note: If your personal code does not match with the one indicated by the document owner in their signing invitation, the authentication process will fail. Please contact the document owner to double-check this data.
2.1. After reviewing the document, select the appropriate country and e-identification tool on the bottom right side of the screen and press "Continue" to proceed with the identity verification process according to your chosen eID tool.
If necessary, the document can also be declined by pressing the "Decline" button on the left.
Note: As soon as every added participant signs the shared document, accountless signers will be sent an email with a link to download the document, which will be available for 1 week before expiring.
What should I do if I was sent a signing invitation to the wrong email address?
Solution: If you have already registered a Dokobit account but were sent a signing invitation to an email address that is not associated with your portal account, you can easily transfer it by following the steps below. ↓
3.0. Open the document that was shared with you, as described in the 1.0. and 1.1. steps of this support article.
3.1. After successfully verifying your identity, a new page will load. In the drop-down menu, choose an existing account and press "Save document".
Note: Every user can create one "Free" Dokobit account. If you already have one but decide to create an additional account to access this document, you will first be required to purchase a paid plan subscription. You will not be able to perform any actions in the new account until it gets upgraded.
3.2. In the following step, you can decide if you'd like to add your other email address to your current Dokobit account to automatically save all incoming documents in this one space or to transfer it only once. When you've made your decision, press "Continue" to be taken to the document.
What should I do if I missed the signing deadline?
If the document owner enabled the setting "Do not allow signing after deadline", then after the due date, the "Sign" button will not be visible to you. Additionally, accountless signers will see the following message:
Registered Dokobit users, on the other hand, will notice a note next to their name stating, "Missed deadline to sign":
Solution: In this circumstance, if you still need to sign the document, you should contact the document owner to find out if they can extend the signing deadline for you.