Get a document signed electronically

Electronic signature lets you have the documents required by Qualiopi signed with legal probative value, starting with the training agreement.

For subcontracting and training contracts, see Contracts and administrative documents.

Prerequisites

• Admin role.
• The document to sign (generated in Certeef or uploaded).

1. Start a signature request

From the document or entity (agreement, quote, contract), click Request signature:

1. Select or generate the document.
2. A signature page is added automatically.
3. Define the signers (see step 2).
4. Click Send.

2. Define signers and their roles

For each signer, set:

• Email and name
• Role: signer, approver, or cc
• Order (sequential or parallel signing)

Each signer receives their link by email and signs online, no Certeef account required.

3. Customize the invitation email

When sending for signature, you can edit the email (recipient, subject, body). The edited subject and body are saved as a reusable template and pre-filled on the next send.

Tip: the invitation template is shared by all signed document types (agreements, quotes, contracts). Edit it once and it applies everywhere.

4. Signing modes

When signing, the signer chooses their mode:

• Draw their signature with their finger or mouse
• Type their first and last name (rendered in a handwritten font)

Both modes are available on all signing flows.

5. Track progress

The request follows a clear cycle:

draft → sent → viewed → completed

A request can also be declined, expired or cancelled. Each signer’s state is visible in real time.

Important: a declined signature must be restarted, you cannot modify a sent request. Cancel and re-send with the corrected document.

6. The signed document

Once all signatures are collected, the signed PDF and its audit trail are archived. Download the final document via a secure link. This dated, traced piece is what you present at audit.

What’s next?

• Contracts and administrative documents : subcontracting and training contracts.
• Attendance sheet and signatures : for session attendance (different flow).