Upload the Document

• •Log into your Dropie dashboard
• •Click 'Signatures' in the left sidebar
• •Click 'New Signature Request'
• •Upload the PDF document that needs to be signed
• •Give the request a name for your reference

Add Signature Fields

• •The document editor opens with your PDF displayed
• •Click 'Add Signature Field' from the toolbar
• •Click and drag on the document to place the signature area
• •Position it where you want the signature to appear
• •Resize the field if needed by dragging the corners
• •Add additional fields if multiple signatures are needed

Assign Signers

• •For each signature field, assign a signer
• •Enter the signer's email address
• •Enter the signer's full name
• •If multiple signers, assign each field to the appropriate person
• •Different colored highlights indicate different signers

Configure Signing Options

• •Set the signing order:
• •- Sequential: Signers sign one after another in specified order
• •- Parallel: All signers can sign at the same time
• •Set an expiration date (optional but recommended)
• •Enable reminders (optional but recommended)
• •Configure 2FA requirements if needed

Customize the Email

• •Review the default email template
• •Customize the subject line if desired
• •Add a personal message explaining what they're signing
• •Preview how the email will appear to signers

Send the Request

• •Review all settings in the summary panel
• •Verify signer email addresses are correct
• •Click 'Send for Signature'
• •Signers receive the email immediately (or per your schedule)
• •Track progress in the Signatures dashboard

Plan Your Signing Flow

• •Identify all parties who need to sign
• •Determine the signing order:
• •- Sequential: One after another (most common)
• •- Parallel: Everyone at the same time
• •- Mixed: Some parallel, some sequential
• •Example: Customer signs first → Manager counter-signs → Legal approves

Upload and Prepare Document

• •Upload your multi-party document
• •Identify where each person should sign
• •Consider adding initials on each page
• •Plan placement for signatures, dates, and any checkboxes

Add Fields for Each Signer

• •Add signature field for first signer
• •Assign to signer (enter their email and name)
• •Add any additional fields for them (date, initials)
• •Repeat for each additional signer
• •Use colors to visually distinguish each signer's fields

Set the Signing Order

• •Go to 'Signing Order' settings
• •For Sequential signing:
• •- Drag signers into the desired order
• •- First signer receives request immediately
• •- Each subsequent signer receives request after previous completes
• •For Parallel signing:
• •- Select 'Parallel' mode
• •- All signers receive requests simultaneously

Configure Per-Signer Settings

• •For each signer, you can customize:
• •- Custom email message
• •- Required 2FA method
• •- Reminder schedule
• •Click on a signer to access their individual settings

Test with Sequential Flow

• •Send the request
• •Monitor progress in the dashboard
• •Watch as each signer completes in order
• •Review the final document with all signatures
• •Download the completed, signed document

Understand QES Requirements

• •QES provides the highest level of signature validity in the EU
• •Under eIDAS Article 25, QES equals a handwritten signature
• •Signers need:
• •- Autogram desktop application installed
• •- Supported eID card (Slovak eID, Czech eObčanka, or PKCS#11 compatible)
• •- Card reader connected to their computer

Prepare the Signer

• •Before sending the request, ensure the signer has:
• •1. Downloaded and installed Autogram from https://sluzby.slovensko.digital/autogram/
• •2. A compatible eID card with valid certificates
• •3. A USB card reader
• •4. PIN codes for their eID card
• •Send preparation instructions to the signer if needed

Create the Signature Request

• •Upload your document as normal
• •Add signature fields where needed
• •When configuring the signer, select 'Require QES'
• •Choose the signature level:
• •- Baseline-B: Basic QES (1-3 years validity)
• •- Baseline-T: With timestamp (5+ years)
• •- Baseline-LT: Long-term validation (10+ years)
• •- Baseline-LTA: Long-term archive (20+ years)
• •For important documents, Baseline-LT or LTA is recommended

Send with QES Instructions

• •Customize the email to include QES instructions
• •Remind the signer to have Autogram running
• •Include the link to download Autogram if needed
• •Send the request

Signer Completes QES Process

Verify the QES Signature

• •Once complete, the document contains embedded QES
• •The signature includes:
• •- Qualified certificate from trusted authority
• •- Timestamp (if Baseline-T or higher)
• •- Long-term validation data (if Baseline-LT or higher)
• •You can verify the signature in any PDF reader
• •Dropie also shows verification status in the dashboard

Set Up the Workflow

• •Create or open a workflow in the workflow builder
• •Ensure you have a form trigger that collects signer information
• •Add a 'Generate Document' step to create the contract/agreement
• •The generated document will be sent for signature

Add Signature Request Step

• •Click '+' after the Generate Document step
• •Select 'Request Signature' step type
• •Choose the document from previous step
• •Configure signer from form data:
• •- Signer email: {{form.email}}
• •- Signer name: {{form.full_name}}

Configure Signature Fields in Template

• •Your document template should already have signature placeholders
• •When setting up the template, define signature field positions
• •These are pre-positioned for automatic signature requests
• •The workflow uses these predefined positions

Add Multiple Signers (If Needed)

• •For multi-party workflows, add additional signers
• •Example: Customer from form, company rep as fixed email
• •Configure signing order (sequential or parallel)
• •Map each signer to appropriate signature fields

Configure Post-Signature Actions

• •Add steps that execute after signature completes
• •Common actions:
• •- Send signed copy to all parties
• •- Store in client portal
• •- Notify team of completion
• •- Update client record
• •- Trigger payment collection

Test the Flow

• •Run a test submission through the workflow
• •Verify the document generates correctly
• •Complete the test signature
• •Verify post-signature actions execute
• •Activate the workflow when testing is complete