{"id":5235,"date":"2026-01-13T10:35:39","date_gmt":"2026-01-13T10:35:39","guid":{"rendered":"https:\/\/aisign.ai\/?page_id=5235"},"modified":"2026-01-20T14:35:16","modified_gmt":"2026-01-20T14:35:16","slug":"como-enviar-firmar-y-gestionar-documentos-en-aisign","status":"publish","type":"page","link":"https:\/\/aisign.ai\/es\/support\/how-to-send-sign-and-manage-documents-in-aisign\/","title":{"rendered":"C\u00f3mo enviar, firmar y gestionar documentos en AiSign"},"content":{"rendered":"<!--themify_builder_content-->\n<div id=\"themify_builder_content-5235\" data-postid=\"5235\" class=\"themify_builder_content themify_builder_content-5235 themify_builder tf_clear\">\n                    <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_4bt3503 tb_first tf_w\">\n            <span  class=\"builder_row_cover tf_abs\" data-lazy=\"1\"><\/span>            <div class=\"row_inner col_align_top tb_col_count_1 tf_box tf_rel\">\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col-full tb_h1sk005 first\">\n                    <!-- module plain text -->\n<div  class=\"module module-plain-text tb_9ipp500\" data-lazy=\"1\">\n        <div class=\"tb_text_wrap\">\n    C\u00f3mo enviar, firmar y gestionar documentos en <span class=\"ai-sing-color\">AiSign<\/span>    <\/div>\n<\/div>\n<!-- \/module plain text --><!-- module plain text -->\n<div  class=\"module module-plain-text tb_huxp622\" data-lazy=\"1\">\n        <div class=\"tb_text_wrap\">\n    \u00a1Bienvenido a AiSign! Esta gu\u00eda le guiar\u00e1 a trav\u00e9s de los pasos para enviar un documento a firmar, personalizarlo utilizando el editor de documentos, firmar un documento y ver la certificaci\u00f3n y descargar el documento completado.    <\/div>\n<\/div>\n<!-- \/module plain text -->        <\/div>\n                        <\/div>\n        <\/div>\n                        <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_id78202 tf_w\">\n                        <div class=\"row_inner col_align_top gutter-none tb_col_count_3 tf_box tf_rel\">\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col3-1 tb_1inp376 first\">\n                            <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column tb-column col3-1 tb_hh74300\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_rnmg533\" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <h2>Env\u00edo de un documento para su firma<\/h2>\n<h3>Paso 1: Cargue su documento<\/h3>\n<ul>\n<li>Inicie sesi\u00f3n en AiSign y vaya a \u2018Enviar documento\u2019.\u2019<\/li>\n<li>Cargue su archivo:\n<ul>\n<li>Arrastre y suelte su archivo de documento en el \u00e1rea de carga.<\/li>\n<li>O haz clic en \u2018Cargar\" para seleccionar un archivo de tu ordenador.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Paso 2: Introducir los datos del destinatario<\/h3>\n<ul>\n<li>Nombre y correo electr\u00f3nico del destinatario: Introduzca el nombre y la direcci\u00f3n de correo electr\u00f3nico de la persona que debe firmar el documento.<\/li>\n<li>T\u00edtulo y mensaje de correo electr\u00f3nico (opcional):\n<ul>\n<li>T\u00edtulo del correo electr\u00f3nico: Personaliza el asunto del correo electr\u00f3nico que se enviar\u00e1 al destinatario.<\/li>\n<li>Mensaje: A\u00f1ade un mensaje personalizado para proporcionar contexto o instrucciones.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Paso 3: Pasar al editor<\/h3>\n<ul>\n<li>Una vez introducidos los datos del destinatario, haz clic en \u2018Continuar\" para acceder al editor de documentos.<\/li>\n<\/ul>\n<h2>Uso del editor de documentos<\/h2>\n<h3>Paso 4: Personalice su documento<\/h3>\n<ul>\n<li>A\u00f1adir firma y campos de formulario:\n<ul>\n<li>Arrastre y suelte los campos de firma y los campos de formulario adicionales (por ejemplo, fecha, iniciales, cuadros de texto) en el documento donde sea necesario.<\/li>\n<\/ul>\n<\/li>\n<li>Asignar campos a destinatarios:\n<ul>\n<li>Aseg\u00farese de que cada campo se asigna al destinatario correcto, especialmente si hay varios firmantes.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Paso 5: Finalizar el documento<\/h3>\n<ul>\n<li>Revise el documento para asegurarse de que figuran todos los campos necesarios.<\/li>\n<li>Haga clic en \u2018Enviar\u2019 para enviar el documento al destinatario para que lo firme.<\/li>\n<\/ul>\n<h2>Firmar un documento<\/h2>\n<h3>Paso 6: Acceder al documento<\/h3>\n<ul>\n<li>Compruebe su correo electr\u00f3nico:\n<ul>\n<li>Busque un correo electr\u00f3nico de AiSign con un enlace al documento.<\/li>\n<\/ul>\n<\/li>\n<li>O inicie sesi\u00f3n en AiSign:\n<ul>\n<li>Navegue hasta su \u2018Bandeja de entrada\u2019 para encontrar el documento que espera su firma.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Paso 7: Rellene los campos obligatorios<\/h3>\n<ul>\n<li>Navegaci\u00f3n por la barra lateral:\n<ul>\n<li>En la barra lateral derecha, ver\u00e1 una lista de todos los campos que requieren su introducci\u00f3n.<\/li>\n<li>Haga clic en cualquier campo de la barra lateral para saltar directamente a su ubicaci\u00f3n en el documento.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Paso 8: Firmar el documento<\/h3>\n<ul>\n<li>A\u00f1ade tu firma:\n<ul>\n<li>Haga clic en el campo de firma, lo que abrir\u00e1 un cuadro de firma.<\/li>\n<li>Seleccione o dibuje su firma:\n<ul>\n<li>Elige entre las firmas guardadas o crea una nueva.<\/li>\n<\/ul>\n<\/li>\n<li>Haga clic en \u2018Seleccionar firma\u2019 para insertarla en el documento.<\/li>\n<\/ul>\n<\/li>\n<li>Rellene todos los campos:\n<ul>\n<li>Rellene los campos adicionales obligatorios (por ejemplo, fecha, iniciales).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Paso 9: Finalizar el proceso de firma<\/h3>\n<ul>\n<li>Una vez rellenados todos los campos, aparecer\u00e1 una ventana emergente.<\/li>\n<li>Haga clic en \u2018Finalizar\u2019 para completar el proceso de firma.<\/li>\n<li>Correo electr\u00f3nico de confirmaci\u00f3n:\n<ul>\n<li>Cuando todos los destinatarios hayan firmado, recibir\u00e1 autom\u00e1ticamente un correo electr\u00f3nico con el documento completo adjunto.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Visualizaci\u00f3n de la certificaci\u00f3n y descarga del documento<\/h2>\n<h3>Paso 10: Descargar el documento cumplimentado<\/h3>\n<ul>\n<li>Del correo electr\u00f3nico:\n<ul>\n<li>Abra el correo electr\u00f3nico que ha recibido despu\u00e9s de que todas las partes hayan firmado.<\/li>\n<li>Pulse el bot\u00f3n \u2018Descargar\" para guardar el documento en su dispositivo.<\/li>\n<\/ul>\n<\/li>\n<li>Desde AiSign Dashboard:\n<ul>\n<li>Inicie sesi\u00f3n en AiSign y vaya a \u2018Documentos completados\u2019.\u2019<\/li>\n<li>Localice el documento y haga clic en \u2018Descargar\u2019.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Paso 11: Acceder a la certificaci\u00f3n de firma<\/h3>\n<ul>\n<li>Descargue la certificaci\u00f3n:\n<ul>\n<li>Junto al bot\u00f3n \u2018Descargar\u2019, haga clic en la flecha hacia abajo.<\/li>\n<li>Seleccione \u2018Certificaci\u00f3n\u2019 en el men\u00fa desplegable.<\/li>\n<\/ul>\n<\/li>\n<li>\u00bfQu\u00e9 es la certificaci\u00f3n?\n<ul>\n<li>La certificaci\u00f3n sirve como prueba de que el documento ha sido firmado correctamente por todas las partes.<\/li>\n<li>Incluye detalles como marcas de tiempo, direcciones IP y registros de auditor\u00eda.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Conclusi\u00f3n<\/h2>\n<p>Con AiSign, enviar y firmar documentos es r\u00e1pido y sin esfuerzo. Tanto si env\u00eda contratos, acuerdos o cualquier documento que requiera una firma, AiSign agiliza todo el proceso de principio a fin. Gracias por elegir AiSign y \u00a1feliz firma!<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column tb-column col3-1 tb_873v233 last\">\n                            <\/div>\n                        <\/div>\n        <\/div>\n                        <div  data-lazy=\"1\" class=\"module_row themify_builder_row tb_vwh6062 tf_w\">\n                        <div class=\"row_inner col_align_top tb_col_count_1 tf_box tf_rel\">\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col-full tb_1jnd755 first\">\n                            <div  data-lazy=\"1\" class=\"module_subrow themify_builder_sub_row tf_w col_align_top gutter-narrow tb_col_count_2 tb_1pqa062\">\n        <span  class=\"builder_row_cover tf_abs\" data-lazy=\"1\"><\/span>        <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_a0hq065 first\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_kbeh275\" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p>\u00bfNecesita<br>\u00bfM\u00e1s ayuda?<\/p>    <\/div>\n<\/div>\n<!-- \/module text -->        <\/div>\n                    <div  data-lazy=\"1\" class=\"module_column sub_column col4-2 tb_uk3m526 last\">\n                    <!-- module text -->\n<div  class=\"module module-text tb_wfj2067\" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n        <p data-start=\"908\" data-end=\"1044\">\u00a1Nuestro Heroico equipo de soporte puede ayudarte! Ponte en contacto con nosotros y expl\u00edcanos cualquier problema que tengas con el producto.<\/p>    <\/div>\n<\/div>\n<!-- \/module text --><!-- module buttons -->\n<div  class=\"module module-buttons tb_4a4c506 buttons-horizontal solid ai-sing-button-white-alt  rounded buttons-fullwidth\" data-lazy=\"1\">\n        <div class=\"module-buttons-item tf_in_flx\">\n                        <a href=\"#\" class=\"ui builder_button tf_in_flx transparent\" >\n                                                SOLICITAR APOYO                                        <em><svg  class=\"tf_fa tf-ti-angle-right\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-ti-angle-right\" xlink:href=\"#tf-ti-angle-right\"><\/use><\/svg><\/em>                            <\/a>\n                <\/div>\n            <\/div>\n<!-- \/module buttons -->\n        <\/div>\n                    <\/div>\n                <\/div>\n                        <\/div>\n        <\/div>\n        <\/div>\n<!--\/themify_builder_content-->","protected":false},"excerpt":{"rendered":"<p>Sending a Document for Signing Step 1: Upload Your Document Log in to AiSignand navigate to the \u2018Send Document\u2019 Upload Your File: Drag and dropyour document file into the upload area. Or click \u2018Upload\u2019to select a file from your computer. Step 2: Enter Recipient Details Recipient\u2019s Name and Email: Input the nameand email address of [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"parent":4674,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-5235","page","type-page","status-publish","hentry","has-post-title","has-post-date","has-post-category","has-post-tag","has-post-comment","has-post-author",""],"builder_content":"How to Send, Sign, and Manage Documents in AiSign\nWelcome to AiSign! This guide will walk you through the steps of sending a document for signing, personalizing it using the document editor, signing a document, and viewing the certification and downloading the completed document.\n<h2>Sending a Document for Signing<\/h2> <h3>Step 1: Upload Your Document<\/h3> <ul> <li>Log in to AiSignand navigate to the \u2018Send Document\u2019<\/li> <li>Upload Your File: <ul> <li>Drag and dropyour document file into the upload area.<\/li> <li>Or click \u2018Upload\u2019to select a file from your computer.<\/li> <\/ul> <\/li> <\/ul> <h3>Step 2: Enter Recipient Details<\/h3> <ul> <li>Recipient\u2019s Name and Email: Input the nameand email address of the person who needs to sign the document.<\/li> <li>Email Title and Message(Optional): <ul> <li>Email Title: Customize the subject line of the email that will be sent to the recipient.<\/li> <li>Message: Add a personalized message to provide context or instructions.<\/li> <\/ul> <\/li> <\/ul> <h3>Step 3: Proceed to the Editor<\/h3> <ul> <li>After entering the recipient\u2019s details, click \u2018Continue\u2019to move seamlessly into the document editor.<\/li> <\/ul> <h2>Using the Document Editor<\/h2> <h3>Step 4: Personalize Your Document<\/h3> <ul> <li>Add Signature and Form Fields: <ul> <li>Drag and drop signature fields and any additional form fields (e.g., date, initials, text boxes) onto your document where required.<\/li> <\/ul> <\/li> <li>Assign Fields to Recipients: <ul> <li>Ensure each field is assigned to the correct recipient, especially if there are multiple signers.<\/li> <\/ul> <\/li> <\/ul> <h3>Step 5: Finalize the Document<\/h3> <ul> <li>Review the document to make sure all necessary fields are in place.<\/li> <li>Click \u2018Send\u2019 to dispatch the document to the recipient for signing.<\/li> <\/ul> <h2>Signing a Document<\/h2> <h3>Step 6: Access the Document<\/h3> <ul> <li>Check Your Email: <ul> <li>Look for an email from AiSign containing a link to the document.<\/li> <\/ul> <\/li> <li>Or Log In to AiSign: <ul> <li>Navigate to your \u2018Inbox\u2019 to find the document awaiting your signature.<\/li> <\/ul> <\/li> <\/ul> <h3>Step 7: Complete Required Fields<\/h3> <ul> <li>Sidebar Navigation: <ul> <li>On the right-hand sidebar, you\u2019ll see a list of all fields that require your input.<\/li> <li>Click on any field in the sidebar to jump directly to its location in the document.<\/li> <\/ul> <\/li> <\/ul> <h3>Step 8: Sign the Document<\/h3> <ul> <li>Add Your Signature: <ul> <li>Click on the signature field, which will open a signature box.<\/li> <li>Select or Draw Your Signature: <ul> <li>Choose from saved signatures or create a new one.<\/li> <\/ul> <\/li> <li>Click \u2018Select Signature\u2019 to insert it into the document.<\/li> <\/ul> <\/li> <li>Complete All Fields: <ul> <li>Fill out any additional required fields (e.g., date, initials).<\/li> <\/ul> <\/li> <\/ul> <h3>Step 9: Finalize the Signing Process<\/h3> <ul> <li>Once all fields are completed, a pop-up will appear.<\/li> <li>Click \u2018Finalize\u2019 to complete the signing process.<\/li> <li>Confirmation Email: <ul> <li>After all recipients have signed, you\u2019ll automatically receive an email with the completed document attached.<\/li> <\/ul> <\/li> <\/ul> <h2>Viewing Certification and Downloading the Document<\/h2> <h3>Step 10: Download the Completed Document<\/h3> <ul> <li>From the Email: <ul> <li>Open the email you received after all parties have signed.<\/li> <li>Click the \u2018Download\u2019button to save the document to your device.<\/li> <\/ul> <\/li> <li>From AiSign Dashboard: <ul> <li>Log in to AiSign and go to your \u2018Completed Documents\u2019<\/li> <li>Locate the document and click \u2018Download\u2019.<\/li> <\/ul> <\/li> <\/ul> <h3>Step 11: Access the Signing Certification<\/h3> <ul> <li>Download Certification: <ul> <li>Next to the \u2018Download\u2019 button, click the down arrow.<\/li> <li>Select \u2018Certification\u2019 from the dropdown menu.<\/li> <\/ul> <\/li> <li>What is the Certification? <ul> <li>The certification serves as proof that the document was correctly signed by all parties.<\/li> <li>It includes details such as timestamps, IP addresses, and audit trails.<\/li> <\/ul> <\/li> <\/ul> <h2>Conclusion<\/h2> <p>With AiSign, sending and signing documents is quick and effortless. Whether you\u2019re sending out contracts, agreements, or any document that requires a signature, AiSign streamlines the entire process from start to finish. Thank you for choosing AiSign, and happy signing!<\/p>\n<p>Do you need<br>more help?<\/p>\n<p data-start=\"908\" data-end=\"1044\">Our Heroic support team can hel you! Contact and explain us any problem you're having with the product.<\/p>\n<a href=\"#\" > ASK SUPPORT <em><svg xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\"><use href=\"#tf-ti-angle-right\" xlink:href=\"#tf-ti-angle-right\"><\/use><\/svg><\/em> <\/a>","_links":{"self":[{"href":"https:\/\/aisign.ai\/es\/wp-json\/wp\/v2\/pages\/5235","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aisign.ai\/es\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/aisign.ai\/es\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/aisign.ai\/es\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/aisign.ai\/es\/wp-json\/wp\/v2\/comments?post=5235"}],"version-history":[{"count":10,"href":"https:\/\/aisign.ai\/es\/wp-json\/wp\/v2\/pages\/5235\/revisions"}],"predecessor-version":[{"id":5299,"href":"https:\/\/aisign.ai\/es\/wp-json\/wp\/v2\/pages\/5235\/revisions\/5299"}],"up":[{"embeddable":true,"href":"https:\/\/aisign.ai\/es\/wp-json\/wp\/v2\/pages\/4674"}],"wp:attachment":[{"href":"https:\/\/aisign.ai\/es\/wp-json\/wp\/v2\/media?parent=5235"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}