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Below you will find some recommendations to get the most out of Portasignatures.
If you want to use Portasignatures for internal use in your organization (signing employment contracts, payroll, expense management, requests from employees to their bosses, etc.), it is highly recommended to register all employees in the organization so that they are listed as possible signatories when the person writing the request has to send the signature request. Portasignatures of AOC allows sending requests to people who are not registered, but if the request is sent as an external user, you will not be able to access all of your requests from Portasignatures, but you will only be able to access each one individually through the link in the email you receive.
See information on how to request service registration and new users.
To be able to use the Portasignatures of the AOC it is necessary to have a digital certificate, but it does not have to be on a card, but it can be a certificate in software (Type T-CATP). In this sense, if you plan for your workers to use the Portasignatures and some of them do not have a certificate, keep in mind that it is not necessary to request a T-CAT certificate on a card, but you can request a T-CAT P certificate, which will also allow users of the tool to sign through their mobile device.
Related information:
In the right menu of the tool, editor users have the option "Editorial templates".
This option is very useful for those users who regularly create requests with the same content (subject, recipients, etc.), but with different documents. Through this option, users will be able to create requests through a form identical to the one used to write new requests. These templates can be saved to be used in writing and also shared with other users of the entity, deciding whether they can only use them in writing or if they can also modify them.
Those writers who tend to send flows to the same people can save the flows to be able to reuse them in other subsequent requests.
It is useful for both complex flows (cascading, with multiple views, etc.) and simple flows. Once a flow is saved, it can be used by typing the flow name in the recipients section.
In the form for writing a new request in Portasignatures (advanced writing) you will find an option called "Recipients of internal communication". The users of the tool indicated in this section will receive a communication when the flow ends, but they will also have access to it at any time from the communications section of the left menu.
It is very useful to use this field so that more than one person can track the flows and not just the user who wrote it.