The electronic signature not only speeds up the signing process but also allows for efficient identity verification of all personnel.
With the electronic signature, you can:
Verify the signature of all personnel and ensure their identity.
Get validation from the Chilean Labor Department, enabling fast and secure audits and certifications.
Comply with government and industry regulations.
Have data backup in case of loss of physical forms.
Receive reminders to sign documents on time.
📌 Steps to Configure the Electronic Signature:
Activation of the Electronic Signature:
Start the process by activating the electronic signature for the company, signatories, and specific forms.
Go to the web platform and navigate to Settings > Account Settings > Electronic Signature to complete the details of your company and legal representative.
Enable the users who need to both request and sign documents by going to Settings > Users > Edit.
⚠️ IMPORTANT: The provided email addresses must be personal since the Labor Department uses them as the sole means of verifying users' identities. If users are already using a personal email for their account, they have the option to add a different address during the registration process; if both are the same, the system will not function properly.
Activation in Forms:
Activate the electronic signature in the desired forms from the Forms section.
You can do this activation one by one or in bulk.
Verification of the Electronic Signature:
Once activated, it is necessary to verify the signature. You can do this from the mobile app by going to Settings > Verify Electronic Signature.
Read and review the contract annex, and upon acceptance, a code will be sent to the user's email to validate it.
⚠️ What happens if I send the request and the signature has not been verified?
If the request is made and the signature has not yet been verified, the system will automatically send a request asking them to follow the verification steps.
Requesting the Electronic Signature:
Once the signature is verified, you can start requesting signatures on your forms. From the mobile app, go to Team Responses (if a form was completed by another user) or My History > Completed (if a form was completed by your own user). Select the form and click on the Request Signature button.
Three options will appear:
Only me: if only the person signing is the requester.
Others: if other users are responsible for signing.
Others and me: both the requester and other users can sign.
It is important to note that both the user who requests the signature and the user being asked to sign will be involved in this process.
Requests can also be made by User Groups, which will make it easier to select your team.
When a signature is requested on one of your forms from the web platform, the following icon will appear If it remains red, it means that signatures are still pending. When the icon turns green, it means that the form has been signed by all required parties.
Request Management:
Upon sending the request, the user will receive an email inviting them to sign a form. To view requests, they can go to Settings > Signatures > Requests and click on each of the forms to sign. Verification must be completed to make the request.
Once the request is signed, both the requester and the signer can view and download the document, as well as share it via email.
The requester can also perform several actions on the request:
Edit request: if other users need to be added or removed from the list.
Cancel request: to completely cancel the request.
From the web, it’s also possible to manage signatures. The user will receive an email inviting them to sign, and from the email, they can access a summary view of the information collected in the form and complete the electronic signature.
Important Notes:
This functionality can only be used with an internet connection.
Once the document is signed, no changes can be made to the form.
The user must have "Edit Forms" permissions to request signatures on forms.
It is also possible to sign from the web.
Protip:
In the app, you can see if you have any pending signatures by checking the indicator shown in the menu.
📌 International Electronic Signature
Also available for the following countries: Peru 🇵🇪 and Mexico 🇲🇽, the procedure is the same, only the fiscal data of each country changes.
Peru | Mexico |
RUC | RFC |
📌 Signature Integration with Google Sheets
Follow these steps to integrate the collection of electronic signatures with Google Sheets in DataScope:
Log in to DataScope and go to the Integrations tab.
Click on Google Spreadsheet and select New Signature.
Copy and paste the link to the Google Sheets spreadsheet where you want to store the signature data.
If you don't have a spreadsheet created yet, you can do so by accessing Google Sheets.
In the Google Sheets spreadsheet, click Share > Add people and groups.
Add the address:
datascope-sheets@datascope-io.iam.gserviceaccount.com
and set it to Editor permissions.Save the settings.
Once configured, you will start receiving the following signature data in your Google Sheets:
Request ID
Signature Date
User who signed
Email
Form Name
Form ID
Location
Signed Form
Signature Status
Important: This module is offered as an optional add-on to your current plan and has an additional cost.
Contact our specialists or the Chat for more information.