How to Easily Create an Electronic Signature: Steps and Practical Tips

You have just received a contract by email. Everything is ready, except that the document is waiting for your signature. Printing it, signing it with a pen, scanning it, and then sending it back easily takes a quarter of an hour. Electronic signature eliminates all these steps, but you still need to know which one to choose and how to proceed without undermining the legal value of the document.

Level of proof in case of dispute: the real criterion for choice

The decisive criterion is not so much the level of security displayed but the answer to a specific question: what happens if the signer disputes having signed?

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With a simple signature, proof relies on a bundle of clues: email address, IP address, timestamp. In the event of a dispute, it is up to you to demonstrate that the right person has indeed signed. For a confirmation of an appointment or a standard purchase order, this is more than sufficient.

The advanced signature binds the signer more robustly. It requires identity verification (ID document, sometimes NFC chip reading or government digital identity) and guarantees that the document has not been altered after signing. If a client disputes a remotely signed quote, the burden of proof is partially reversed.

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The qualified signature goes even further: it requires a certificate issued by a qualified trusted service provider under the eIDAS regulation. It benefits from a presumption of reliability before a court and constitutes the closest legal equivalent to an authenticated handwritten signature. Reserve it for notarial acts, public contracts, or contracts with significant financial stakes.

To delve deeper into this choice based on your situation, a guide to creating an electronic signature details the use cases associated with each level.

Man creating an electronic signature on a laptop in a home office

Creating your electronic signature step by step

The process varies slightly depending on the platform, but the logic remains the same. Here are the common steps for the vast majority of tools.

Choose a tool compliant with the eIDAS regulation

The eIDAS regulation governs electronic signatures throughout the European Union. Check that the chosen tool explicitly mentions its eIDAS compliance before creating your account. Platforms like Yousign, DocuSign, or Adobe Acrobat Sign display this compliance. Prefer a provider that hosts data in Europe if document confidentiality is a concern for your business.

Prepare and import the document

Convert your file to PDF before importing it. The PDF format locks the layout and prevents any accidental modifications. Then add the signature fields in the correct locations: signature area, date, “read and approved” mention if necessary.

Invite signers and sign

Enter the email address of each signer. The platform sends a secure link. The recipient clicks, verifies the document, and then signs in a few seconds, from a computer or a phone. No software installation is required on the signer’s side in most cases.

Once all signatures are affixed, the platform generates a sealed file accompanied by a completion certificate (or “proof file”). Keep this file: it proves the integrity of the document in case of a dispute.

Common pitfalls when signing a document online

Creating an electronic signature takes a few minutes. Losing its legal value can happen too if certain reflexes are missing.

  • Signing a modifiable Word document instead of a locked PDF: the .docx format allows modifications after signing, which undermines the proof of content integrity.
  • Using a simple signature for a high-stakes contract: a commercial lease or a non-disclosure agreement deserves at least an advanced signature, with identity verification of the signer.
  • Not archiving the proof file: the signed document alone is not always sufficient. The completion certificate, timestamp, and audit log constitute the complete proof.
  • Confusing electronic signature with signature image: pasting an image of your handwritten signature onto a PDF has no evidential value recognized by the eIDAS regulation.

Reliability of the signed document: an issue that goes beyond the signature

Have you ever checked if the document you are asked to sign has not been altered before reaching you? This question is becoming increasingly relevant. Recent solutions add a layer of automated analysis to detect attempts at document fraud and assess the authenticity of the file even before signing.

The reliability of the document becomes a distinct subject from the signature itself. A perfectly signed contract with a qualified signature loses all value if the source document has been falsified. Some platforms now integrate this upstream control, simplifying verification for non-specialists.

On the identification side, methods are diversifying. Beyond the classic scanned ID document, NFC reading and the European digital identity wallet (provided for by eIDAS 2) will gradually become established as means of verification during advanced or qualified signing.

Close-up of hands signing an electronic document on a smartphone with a digital signature application

What level of electronic signature for which document

Type of document Recommended level Why
Purchase order, standard quote Simple Low risk of dispute, speed is a priority
Commercial contract, lease, NDA Advanced Identity verification, document integrity guaranteed
Notarial act, public contract, high-stakes agreement Qualified Presumption of legal reliability, qualified certificate required

This table simplifies the choice, but keep a reflex: assess the cost of a dispute before choosing the level of signature. A quote of a few hundred euros does not justify a qualified signature. A contract involving several years of collaboration does.

The electronic signature is not just a time saver. It is a choice of proof level. Take two minutes to identify the real risk of the document before clicking “sign”: this reflex is worth more than any tool.

How to Easily Create an Electronic Signature: Steps and Practical Tips