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Thanks to our partnership with Universign (Signaturit), we offer you the ability to have your administrative documents (contracts, commercial offers, etc.) signed and to track receipt and any reminders directly from your BoondManager interface.
Important: your usage quota depends on your subscription plan.
Our old plans ("Legacy" type) benefit from a test quota, then operate on a pay-per-use basis (€1/document).
Our new "Core", "Advanced", and "Enterprise" plans operate on a pay-per-use basis.
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Pre-requisite!
Only users with Administration access rights in BoondManager can install and configure access to the app.
App Installation and Configuration
Administration > Apps / Marketplace section > Marketplace tab > Electronic Signature
Installation
Configuration
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Please note
Only users with access rights to the app can use the electronic signature feature. We recommend installing it for all managers.
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Sending a document for signature
Once the app is installed on your BoondManager account, you will find the electronic signature icon at the top right of the various cards (Resources, Candidates, and Opportunities), allowing you to start the electronic signature process for the document of your choice.
By clicking this icon, a window opens containing the following information:
Integration of the PDF document to be signed
Choose location where the document will be stored once signed
Select the signer's email (from emails listed in BoondManager)
Select the signer's phone number (from numbers listed in BoondManager)
Option to add other signers (up to 4 signers possible, signers must be present in the BoondManager database)
Indication of remaining credits in your pack
When you click the "Send" button:
The sent document is automatically attached to the designated location in the "Document pending signature" state
In the Pending task section, you can see who sent the document, when it was sent, and thus track the signature process
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Please note
The email is sent to the signer(s) by our partner Universign; you cannot modify this document sending email.
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Electronic Signature
The entire signature process is performed in the Universign environment.
Your signer(s) must follow this path:
Click the link received by email
Accept Universign's terms and conditions
Validate the signature via a code sent by SMS
Sign the document
Electronic signature process
Once the document is sent, here is the signature procedure your signer(s) must follow:
For the electronic signature to be validated by Universign, a verification code will be sent by SMS to the signer(s).
Once the signature procedure is complete, the sender and signer(s) receive an email informing them that the document is signed, allowing them to download the signed document.
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Warning
Once the electronic signature process is started from BoondManager, the signer's phone number cannot be changed. It is important to enter it correctly from the start in BoondManager.
Receiving the signed document in BoondManager
On the BoondManager side, you will see the task as completed, you can view the entire signature process, and you will find the signed document saved in the designated location.
Reminders
Our partner Universign provides an automatic reminder after 3 days.
This reminder is handled by Universign, and we cannot modify these settings.
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Terms of use
You are entitled to a freemium quota based on your number of licenses.
If you need more signed documents per month, please contact support so we can increase your quota.
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F.A.Q.
💡Is Universign a certified partner?
Universign is a trusted service provider, recognized by French and European authorities, and eIDAS certified.
💡Can I edit the document sending and reminder emails?
These emails are sent by Universign and cannot be modified.
💡Is a reminder scheduled if the signer(s) do not sign?
Universign provides a reminder at 3 days.
💡Do I need to add a signature box on my document?
We recommend not adding a signature box: it will be added on a blank page following your initial document.
💡Where can I find my signed documents?
You will find your signed documents in BoondManager at the location specified at the time of sending.
💡As a signer, can I find my signed or pending documents?
You can find your signed documents at any time by creating a free personal space on Universign. You can create it after signing a first document from our Electronic Signature App. This space only allows you to track documents you have signed and received from Boond.
💡How many signers can I add to the process?
You can add up to 4 signers for the same document.
💡Does the signature of timesheets now go through this partner?
No, timesheet signature remains a separate electronic signature process, completely free. This will not impact your Universign credits.
💡How are credits in our pack counted?
A credit is deducted after the first signature, not at each signature (4 signers on the same document = 1 credit used in your pack, counted after the first signer signs).
💡Can I cancel the electronic signature procedure?
As long as the last signer has not signed the document, you can cancel the procedure from the pending task in BoondManager. Once the last signer has signed the document, you can no longer cancel or delete the document.
💡Can my document expire?
If the full validation workflow is not completed within 14 days, the procedure will expire, the document will be deleted, and you will need to start a new signature process. You will find the record of your initial expired sending in the activity log.
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