How to Send a Virtual Card with Multiple Signatures

Virtual cards with multiple signatures can provide a convenient way to collaborate and sign off on important documents electronically. Here is a step-by-step guide on how to send a virtual card that requires multiple signatures:

Step 1: Choose a Secure Platform

Before sending a virtual card for multiple signatures, select a secure platform that supports digital signatures and encryption to protect sensitive information.

Step 2: Create the Virtual Card

Use the platform to create the virtual card template. Include all the necessary fields that require signatures, such as recipient names, dates, and signature boxes.

Step 3: Add Signature Fields

Insert signature fields in the virtual card where each party can sign electronically. Make sure the platform allows multiple signatures on the same document.

Step 4: Assign Signature Roles

Assign signature roles to each party involved. Specify who needs to sign the document first and establish an order for subsequent signatures.

Step 5: Send the Virtual Card

Once the virtual card is ready, send it to all parties who need to sign. Provide clear instructions on how to access and sign the document.

Step 6: Monitor Signatures

Track the progress of the signatures in real-time. Ensure that all required parties have signed the virtual card before finalizing the document.

Step 7: Finalize and Distribute

Once all signatures are collected, finalize the virtual card and distribute copies to all signatories for their records.

By following these steps, you can efficiently send a virtual card with multiple signatures, streamlining the document signing process and enhancing collaboration.