QES Signing Process (Recipient) – Step by Step

If a document has been sent to you from ContractHero for a Qualified Electronic Signature (QES), you sign it via a signature link. Depending on the signature method, identity verification is carried out, for example via Adacom (including a one-time password (OTP) via SMS and ID verification via smartphone — no video call, only a check to confirm you’re a real person). <h2 id="requirements">Requirements</h2> <ul> <li>Access to your email inbox (signature invitation)</li> <li>A smartphone with a front-facing camera</li> <li>A phone number that can receive SMS (for OTP)</li> <li>A valid ID card or passport (depending on the country / issuing country)</li> <li>Permission for camera & microphone in your mobile browser (for authenticity verification)</li> <li>Do not leave the browser during the signing process to avoid an unnecessary restart.</li> </ul> <h2 id="step1openthesignatureemail">Step 1: Open the signature email</h2> <ul> <li>Open the email with the signature request. Subject: “Request to sign the document …” + document name</li> <li>In the email you will see:<ul> <li>Sender (name + email address, as stored in ContractHero)</li> <li>Sender’s message (from ContractHero)</li></ul></li> <li>Click “View document”. <img src="https://storage.crisp.chat/users/helpdesk/website/-/1/2/5/2/12522a019f980500/image_besegj.png" alt="Email Einladung zur Unterschrift" /></li> </ul> <h2 id="step2openthedocumentstartsigning">Step 2: Open the document & start signing</h2> <ul> <li>After clicking “View document”, the document opens.</li> <li>You will see the document and the sender’s message.</li> <li>Click “Signature” (or “Signature here”) to start. ![](https://storage.crisp.chat/users/help</li> </ul>

How to write a prompt in ContractHero

ContractHero’s Contract Analysis feature leverages AI to automate and streamline the process of extracting key data from contracts. Here's an in-depth look at how it works and how to optimize the prompts for better results: <h3 id="automateddataextraction">Automated Data Extraction:</h3> ContractHero’s AI-powered tool extracts critical contract information such as dates, parties involved, and financial terms from uploaded documents. This process saves time and eliminates manual data entry. <h3 id="contractanalysisprocess">Contract Analysis Process:</h3> <ol> <li>Document Upload: The user uploads the contract document into the system.</li> <li>OCR (Optical Character Recognition): The system first uses OCR technology to convert the text in the contract into a machine-readable format, ensuring that even scanned or image-based documents are accessible for analysis.</li> <li>Custom Field Data Extraction: The AI extracts information based on predefined custom fields. These fields are tailored to the specific category of the contract, ensuring that only the relevant data is pulled for that particular contract type.</li> <li>AI Request Breakdown:</li> </ol> <ul> <li>Contract document text: The raw text extracted from the contract.</li> <li>Field name: The designated label for the data being requested (e.g., "Start Date").</li> <li>Field type: The format of the expected data (e.g., date, number, text).</li> <li>Field prompt: A clear instruction that defines what the AI is looking for within the contract.</li> </ul> <ol> <li>Based on this structure, th</li> </ol>

How can contracts be uploaded in the system?

<blockquote> The screenshots in this article show the German interface. Where a button or field matters, the German label is given in brackets so you can match text to screenshot. </blockquote> Contracts reach ContractHero in three ways: as a record without a PDF, as an upload of one or more PDF files, or from a contract template. This article walks through the upload route, including the text-recognition language, the category and the main-contract/attachment hierarchy. <h2 id="whatsinitforyou">What's in it for you</h2> A contract that is uploaded properly saves you hours of rework later. The right text-recognition language means the data is read correctly, the right hierarchy (main contract with attachments) is what makes reporting usable at all, and the right category gives the contract the right visibility in your team. Knowing the options avoids the most common source of support tickets: contracts filed incorrectly, which then never turn up or land with the wrong team. <h2 id="howitworks">How it works</h2> 1. Start the upload In the left sidebar, click the blue "+ New contract" button („+ Neuer Vertrag") — it is available from every page in ContractHero. The dropdown gives you three routes: <ul> <li>Without PDF („ohne PDF") — you create a contract record with no document attached. Useful when you only want to capture the master data first and add the PDF later.</li> <li>Via upload („via Upload") — you upload one or more PDF files. The most common route.</li> <li>Via template („via Vorlage") — you create the contract from a **contract te</li> </ul>

How to link attachments?

This article explains how to link existing attachments to a contract within the ContractHero platform. This is particularly useful when documents have already been uploaded to ContractHero and need to be assigned to a contract later — without having to upload them again. <ol start="2"> <li>Prerequisites for Linking Documents To link documents (attachments) to a contract, the files must already exist in ContractHero. The “Link” function allows you to assign these existing files to specific contracts efficiently. Typical use cases include: A contract was uploaded without its attachment — the document was added later.</li> </ol> The same attachment is relevant to multiple contracts (e.g. general terms and conditions, framework agreements). An attachment was accidentally uploaded separately from the corresponding contract. <ol start="3"> <li>Step-by-Step Guide: Linking Attachments in the Platform Start by opening the parent contract from the contract overview — the one you want to link another agreement or document to. Once opened, you'll see the contract detail view with all key information.</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/-/1/2/5/2/12522a019f980500/contracts_a2vb4e.png" alt="" /> On the right-hand side, you'll find the action panel. Click the “Relations” button (in the German interface: “Verknüpfungen”). This opens a dialog or side panel where you can create relationships between contracts. <img src="https://storage.crisp.chat/users/helpdesk/website/-/1/2/5/2/12522a019f980500/related_1eu20k6.png" alt="" /> W

How to Request an Electronic Signature in ContractHero (FES & QES)

<h1 id="requestinganelectronicsignaturefesqesbyemaillink">Requesting an electronic signature: FES & QES by email link</h1> <h2 id="whatsinitforyou">What's in it for you</h2> Instead of juggling PDFs over email, merging versions and chasing signatures one by one, everything happens in one place: you can see at any time who has already signed, send reminders, and the signed document is filed against the contract automatically — audit-proof. For each request you choose between FES (simple electronic signature, for standard cases) and QES (qualified electronic signature, legally equivalent to a handwritten one). <h2 id="beforeyoustart">Before you start</h2> <ul> <li>The contract and the document to be signed are already uploaded to ContractHero.</li> <li>You have the right to start signatures in your workspace, or on this particular contract.</li> <li>A valid annual signature volume is in place (FES or QES, depending on the method).</li> </ul> <h2 id="howitworks">How it works</h2> ${youtube}<a href="5ELlehw5iXw"></a> 1. Open the signature area Open the contract you want and switch to the Signature tab in the right-hand sidebar. <img src="https://storage.crisp.chat/users/helpdesk/website/-/1/2/5/2/12522a019f980500/screenshot-2026-05-29-at-15114_71vhj8.png" alt="" /> As long as no process is running, you'll see the note “This document is ready to be signed” and the “Request signature” button. <img src="https://storage.crisp.chat/users/helpdesk/website/-/1/2/5/2/12522a019f980500/screenshot-2026-05-29-at-15141_1dru912.png" alt="" /> 2. Configure the request Clicking “Request signature” opens the “Request digital signature” dialog, where you

What is the process for contract bulk downloading?

<blockquote> The screenshots in this article show the German interface. Where a button or field matters, the German label is given in brackets so you can match text to screenshot. </blockquote> When you need more than one contract PDF at a time, you do not have to open each contract individually. Select the contracts in the list and ContractHero packs them into a single ZIP file. <h2 id="whatsinitforyou">What's in it for you</h2> Instead of 30 clicks on 30 PDFs, a bulk download is done in under 30 seconds — and the list keeps the filter you set beforehand. Combined with custom views ("active lease agreements at the Munich site only"), the download becomes a repeatable step: choose the filter, select everything, download. <h2 id="howitworks">How it works</h2> 1. Prepare the selection Open the contract overview (left-hand navigation → Contracts, „Verträge"). If needed, apply a filter, change the sorting or switch to a custom view, so that only the contracts you want to download are visible. <img src="https://storage.crisp.chat/users/helpdesk/website/-/1/2/5/2/12522a019f980500/screenshot-2026-06-02-at-16275_1tnjqm4.png" alt="" /> 2. Select the contracts Tick the checkbox to the left of each contract you want. As soon as at least one contract is selected, the bulk action bar appears at the bottom of the screen, showing the counter "X contracts selected" („X Verträge ausgewählt") and two shortcuts: <ul> <li>"Select all" („Alle auswählen") — selects every contract in the current view (filters are respected).</li> <li>"Deselect all" („All</li> </ul>

Frequently Read Articles

Browse All Categories

Data Management & AutomationExport, Task-Management,Automations, Prompts
Contract Management - BasicsUpload, Overview, Analysis, e-Signature
Category AdministratorCategories, Category Sections, Custom Fields
User Management & PermissionsRoles & Permissions, Subteams
Other FunctionsTemplates, Change Log
Integrations, SSO & APIConnect ContractHero to other systems: SSO, REST API, webhooks, HubSpot and access delegation.
Account, billing & securityKeep account, billing and compliance under control: backups, DPA, change log and invoices.
AI & contract analysisExtract data from contracts automatically: AI analysis, summaries, prompts, field builder, OCR.
Overview & productivityKeep an overview and automate the routine: search, export, reporting, tasks, calendar.
Users, roles & permissionsControl who is allowed to do what: roles, permission concepts (APC), teams, users and notifications.
Electronic signatureHave contracts signed with legal effect: requesting FES and QES, annual volume, approval rules.
Managing & organizing contractsEdit, organize and keep track of contracts: views, bulk editing, hierarchies, documents.
Creating & importing contractsGetting contracts into the system: upload by drag-and-drop, email, XLS import and templates.
Contacts & counterpartiesMaintain counterparty master data: create contacts, merge duplicates, visibility, contact fields.
Field builderCategories, category sections, fields