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Quick Guide: How to create and send documents for signature with Cincel

Creating and sending documents for signature with Cincel is an agile and secure process. This 5-step guide shows you how to prepare and send your first document in minutes.

 

Prerequisites:

  1. An active Cincel account.
  2. The document to be signed (PDF, Word, etc.) saved on your computer or device.

 

Step 1: Create and Upload the Document

  1. In the sidebar menu, click on “Create document.”

  2. Assign a destination Folder and a clear Name to your document. These two fields are mandatory to continue. Optionally, add a description.

  3. Configure the general options according to your needs: 

    • "I want to sign this document": Activate it if you are one of the signers. 

    • "Notify me by email when…" Select this box if you want to be notified when the document has been signed. 

    • "Show CURP/RFC...": Include this data in the document if the advanced signature (e.firma) is used. (Only for government clients).

  4. Upload your file by dragging it to the indicated area or by searching for it on your computer by clicking “Browse.” Cincel accepts the most common formats (.pdf, .docx, .xlsx, .jpg, etc.) and automatically converts them to PDF.
  5. Click Continue.

 

 

Step 2: Add Signers and Configure the Signature

Here you will determine who signs, how, and in what order.

  1. Click the “+” sign to add each signer with their Full Name and email. You can also add them from your Team Directory if they have been previously added to it.
  2. For each one, select the Signature Method: 
    • Advanced Electronic Signature (e.firma): Uses SAT certificates (.cer, .key) for maximum legal validity in Mexico and internationally. 
    • Autograph Signature (drawn signature): The signer draws their signature on the screen. Ideal for quick agreements. 
    • Autograph signature (typed name): The signer uses their name as a signature.
  3. Activate Advanced Options if required: Require liveness detection: Requests a photo of official ID and a selfie to validate the signer's identity for an extra layer of security. Require geolocation: Records the approximate location at the time of signing.
  4. Set Order (Optional): If you need them to sign in a specific sequence, activate Create new stage and add the signers. You can also add multiple signers to each stage.

 

 

Step 3: Position Signatures in the Document (Optional)

Indicate exactly where each person's signature will be placed within the document to avoid errors.

  1. In the document preview on the right, click the signature icon.
  2. Select the signer's name from the dropdown menu.
  3. Drag the signature field and drop it in the precise location within the document. You can position the signature of the same signer multiple times.
  4. Repeat the process for each signer.

💡Cincel Tip: For long contracts, place a field for initials at the bottom of each page to ensure that all have been reviewed.

 

 

Step 4: Add Observers (Optional)

If someone needs to supervise the process without signing (such as an assistant or lawyer), go to the Observers tab and add their name and email. They will receive notifications and a copy of the final document.

 

 

Step 5: Review and Send

  1. Perform a final review to ensure that all data, signers, and fields are correct.
  2. Click Send.

Done! Cincel will automatically notify the signers to begin the process.

 

❗️Important: When sending a document, one credit from your plan is consumed. From this moment on, the document and the signers can no longer be modified. If you made a mistake, you must cancel the process and start a new one.

 

Once sent, you can manage everything from your control panel:

  • Monitor the status of each signature in real time (Unsigned, Partially Signed, Signed).
  • Send reminders to pending signers with a single click.
  • Download the final document when everyone has signed. You will receive the signed PDF along with its legal validity backups: the Conservation Certificate  (NOM-151) and the Audit Trail.