An electronic signature is a process that attaches an encrypted mark to a document, strictly authenticating the identity of the person ‘accepting’ the document. This signature eliminates the need for a handwritten signature and enables completely paper-free contractual transactions.

We are offering this feature in partnership with Lex Persona, a French company that provides technological solutions that allow to sign, to request a signature for and to seal any type of document electronically.

You can now electronically sign the following:

👉 Training agreements and contracts for clients and students

👉 Responsible declaration template

👉 VAE (validation of acquired experience) contracts for clients

👉 Training budgets

👉 Intervention agreement, such as subcontracting agreement for teachers

👉 "Other documents" for your clients and teachers, which allows you to have any other document you wish signed, such as a welcome brochure, a document covering image rights, General Terms and Conditions, a request for courses managed as a trainer, etc.

To illustrate in detail the mechanism for initiating an electronic signature, let's look at the example of the signing of a training contract.

First, go to the Management > Contracts and agreements tab of your training session.

Next, generate the PDF version of the document (signing is not available on .DOC versions of documents).

➡️ Once the document is generated, you will see the date it was created and the name of the contract as in the example below. You will also notice that the email and signature icons are black instead of grey.

Click on the signature icon then on "Sign electronically."

Next, select the agreement signatory for your training centre and click on continue

💡Please note: Only the account owner and/or the session managers can be named as signatories for documents relating to a session.

For quotes, the account holder is automatically considered to be the signatory.
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In the next window, we ask you to select the signer of the contract for your client, and here you will again click on continue.

💡 To do this, you must enter an email address in the learner's file. Digiforma will send all confirmation emails to the learner's email address.

The software already tells you that it is waiting for a signature. The signature icon has a yellow light, and when you click it, a message will appear regarding the status of the signature:

You will get a summary of the status of each signatory by clicking on "Additional information:"

If you have signed the document on paper but need to track it in Digiforma, you can simply check the signed box next to any client's contract: