Document types

In signoSign/2 it is possible to create “document types.”

The document types contain rules for processing the document, such as the number and position of the signature fields as well as the storage location and file name for archiving. The rules enable structured and automated processing of documents and reduce redundant work steps and therefore also time and costs.

The configuration of a document type is suitable for all everyday documents that have a similar structure, e.g. a contract, a privacy policy or a declaration of consent.

Functionality

When a document is opened, signoSign/2 extracts the text from the source code of the PDF file. There is no OCR recognition, which prevents incorrect character recognition and also enables search for “invisible” text (“white on white”), for example.

Based on identification terms (text passages in the document), signoSign/2 is then able to recognize the corresponding document type and apply all settings to the document based on the stored template. These include, in particular, the number and position of signature fields, e-mail settings, archiving settings, but also many functions for automating processes, such as automatic start of the signing or archiving process.

Document type administration can be accessed via the menu Tools → Document types... or via F9.

How a document type is created and the individual options that are available are explained in the following sections.