{"id":1160,"date":"2022-11-02T19:38:11","date_gmt":"2022-11-02T19:38:11","guid":{"rendered":"https:\/?p=1160"},"modified":"2024-07-31T19:28:31","modified_gmt":"2024-07-31T19:28:31","slug":"cadastre-a-sua-agenda-de-signatarios-no-docsales","status":"publish","type":"post","link":"https:\/\/help.docsales.com\/pt-br\/cadastre-a-sua-agenda-de-signatarios-no-docsales\/","title":{"rendered":"Cadastre a sua Agenda de Signat\u00e1rios no DocSales"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1160\" class=\"elementor elementor-1160\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-319e6c3b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"319e6c3b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-356b18fc\" data-id=\"356b18fc\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-50725dd elementor-alert-warning elementor-widget elementor-widget-alert\" data-id=\"50725dd\" data-element_type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\">Verifique se a agenda de signat\u00e1rios est\u00e1 dispon\u00edvel para o plano contratado, caso n\u00e3o esteja, voc\u00ea n\u00e3o ver\u00e1 as op\u00e7\u00f5es dispon\u00edveis em sua tela inicial na Docsales.<\/span>\n\t\t\t\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7654a783 gif elementor-widget elementor-widget-text-editor\" data-id=\"7654a783\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><\/p>\n<p>Aprenda como utilizar a agenda de signat\u00e1rios para que facilite o processo de envio de documentos para seus clientes.<\/p>\n<p><span style=\"color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif; font-weight: var( --e-global-typography-text-font-weight ); font-size: var( --e-global-typography-b2ce6af-font-size ); font-style: var( --e-global-typography-b2ce6af-font-style ); letter-spacing: var( --e-global-typography-b2ce6af-letter-spacing ); word-spacing: var( --e-global-typography-b2ce6af-word-spacing );\">Primeiro clique em <strong>&#8220;Novo documento&#8221;<\/strong> ou\u00a0 <strong>&#8220;Upload PDF&#8221;\u00a0<\/strong>e acesse a aba\u00a0<strong>Signat\u00e1rios;<\/strong><\/span><\/p>\n<p><\/p>\n<p>Em seguida, v\u00e1 em &#8220;<strong>Agenda de Signat\u00e1rios<\/strong>&#8221; e clique em &#8220;<strong>Adicionar Signat\u00e1rio<\/strong>&#8220;;<\/p>\n<p><\/p>\n<p>Preencha as informa\u00e7\u00f5es com os dados do signat\u00e1rio e depois clique em &#8220;<strong>Salvar<\/strong>&#8220;<img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/EojVjzzusPd8bAgf3Csr_1uZ5fRoqh-DVMG7E441jSF4mNn1l7OxLGozSpbEPBaa07tMlY-ZhUFS0iMM3gqMYuPIkL-gr0Bz1d0rxh_Mh4nVwyk-UfKXTfLApA8yWHZAbOuNwPO4Xu_Kd8j0gVTEqb8lKtmYSoU7AVAl7X-wdXmyFOco1kavqF1CT_lrVA\" alt=\"\" \/><\/p>\n<p><\/p>\n<p>Para facilitar a visualiza\u00e7\u00e3o voc\u00ea pode marcar o signat\u00e1rio como &#8220;<strong>Favorito<\/strong>&#8221; ou &#8220;<strong>Signat\u00e1rio Recorrente<\/strong>&#8220;:<\/p>\n<ul>\n<li><strong>Favorito<\/strong>: esse signat\u00e1rio ficar\u00e1 destacado na Agenda;<\/li>\n<li><strong>Recorrente<\/strong>: Adicionar\u00e1, automaticamente, o signat\u00e1rio \u00e0 <strong>todos<\/strong> os pr\u00f3ximos documentos criados.<\/li>\n<\/ul>\n<p><strong>Obs<\/strong>: Caso precise, voc\u00ea poder\u00e1 remover um signat\u00e1rio recorrente antes de enviar o documento para assinatura.<\/p>\n<p>Veja o <b>gif abaixo <\/b>de como adicionar um novo signat\u00e1rio \u00e0 agenda:<\/p>\n<p><a href=\"\/\/\/wp-content\/uploads\/2024\/06\/salvar-signatario.gif\"><img fetchpriority=\"high\" decoding=\"async\" class=\"gif aligncenter wp-image-2488 size-large\" title=\"Adicionar signat\u00e1rio\" src=\"\/\/\/wp-content\/uploads\/2024\/06\/salvar-signatario-1024x382.gif\" alt=\"gif demonstrando o processo\" width=\"800\" height=\"298\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2024\/06\/salvar-signatario-1024x382.gif 1024w, https:\/\/help.docsales.com\/wp-content\/uploads\/2024\/06\/salvar-signatario-300x112.gif 300w, https:\/\/help.docsales.com\/wp-content\/uploads\/2024\/06\/salvar-signatario-768x287.gif 768w, https:\/\/help.docsales.com\/wp-content\/uploads\/2024\/06\/salvar-signatario-1536x574.gif 1536w, https:\/\/help.docsales.com\/wp-content\/uploads\/2024\/06\/salvar-signatario-600x224.gif 600w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<p><\/p>\n<p>Quando for enviar o documento, basta clicar novamente no bot\u00e3o &#8220;<strong>Lista de Signat\u00e1rios<\/strong>&#8220;, selecionar os signat\u00e1rios desejados e clicar em &#8220;<strong>Inserir no Documento<\/strong>&#8220;.<\/p>\n<p><br \/>Use os <b>signat\u00e1rios recorrentes<\/b> para signat\u00e1rios que devem assinar <b>todos<\/b>, ou quase todos, <b>os documentos<\/b> <b>enviados<\/b>, enquanto os <b>signat\u00e1rios favoritos <\/b>e demais signat\u00e1rios <b>salvos na agenda<\/b>, para signat\u00e1rios que voc\u00ea pode vir a usar novamente, no futuro.<\/p>\n<p><\/p>\n<p><a href=\"https:\/pt-br\/crie-seu-workflow-de-assinatura\/\"><strong>Saiba mais sobre como criar um workflow de assinatura com o DocSales.<\/strong><\/a><\/p>\n<p><\/p>\n<p>Para d\u00favidas adicionais, entre em contato com o nosso time de suporte clicando no \u00edcone de ajuda no canto inferior esquerdo ou enviando e-mail para <a title=\"\" href=\"mailto:help@docsales.com\" target=\"_blank\" rel=\"noopener\">help@docsales.com<\/a><\/p>\n<p><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Verifique se a agenda de signat\u00e1rios est\u00e1 dispon\u00edvel para o plano contratado, caso n\u00e3o esteja, voc\u00ea n\u00e3o ver\u00e1 as op\u00e7\u00f5es dispon\u00edveis em sua tela inicial na Docsales. Aprenda como utilizar a agenda de signat\u00e1rios para que facilite o processo de envio de documentos para seus clientes. Primeiro clique em &#8220;Novo documento&#8221; ou\u00a0 &#8220;Upload PDF&#8221;\u00a0e acesse [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":1161,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[132,141,142],"tags":[],"class_list":["post-1160","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-configuracoes-gerais","category-esign","category-docgen"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/posts\/1160","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/comments?post=1160"}],"version-history":[{"count":0,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/posts\/1160\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/media\/1161"}],"wp:attachment":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/media?parent=1160"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/categories?post=1160"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/tags?post=1160"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}