SignRequest

Talexio Support
Talexio Support
  • Updated

Overview

SignRequest is a secure and legally binding electronic signature tool that allows you and your colleagues to sign important documents quicker without the need to print them. Please note that this is a paid service. Kindly speak to us if you would like to enable this. 

Permissions

The following permissions are required on a Global Level to complete the actions mentioned in this article.

  • Manage Client Settings - Required to be able to access the Client Settings Menu to turn on the SignRequest toggle.
  • Manage Template Documents - Required to access the template documents page in the Client Settings Menu.

Setting up Talexio

Log in to your Talexio portal and go to Settings. From there go to the Client Settings tab and toggle on the “Use signRequest for signing documents”

SignRequest Toggle.jpg

 

Creating a document

You will need to create a document which is compatible with both Talexio and SignRequest. This document will need to include placeholder names in relation to required fields. The placeholder names are available from Talexio. To view these, go to Settings > Template Documents > Upload Template. You will see all available placeholders in the dialogue box. 

SignRequest Placeholders.jpg

 

When adding placeholders in your document, the document should look something like this:

SignRequest Document.jpg

When adding the signatory fields, these should be done in white font as per the image.

Uploading a Document

To upload the document to be used with SignRequest, you will need to follow this process.

Generating SignRequest

How will I be charged for using SignRequest with Talexio?

You will be charged per envelope used at a rate of €0.75, which will be taken in arrears, so you only pay for the envelopes used. This will be included into your invoice to Talexio the following month.

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