How to use

1. Ask an administrator to install Assinatura Digital from the Market and complete setup of its CRM entry points.
2. Open a deal and select the Assinatura Digital tab or the Assinar com Assinafy action under More above the timeline.
3. Click Connect Assinafy. In the official authorization window, select your workspace and grant access. On return, check the workspace and optionally confirm notification setup for faster updates. Completing authorization alone changes no webhook. If the popup does not open, use Open Assinafy authorization in another tab. This link is single-use and expires after one minute; click Connect Assinafy again for a new one. After authorizing in another tab, or if the panel was reloaded, return to Bitrix24 and click Refresh connection.
4. Under Document source, choose Upload PDF, CRM deal file, Assinafy template or Bitrix24 template. For a CRM file, select the field and PDF. For a template, search by name, review the populated values and complete all required fields.
5. Prepare the document. If the PDF is being generated or processed, click Refresh status until it is ready.
6. Choose the signing contacts. Assinafy templates require a contact for each signing role.
7. Under Configure signatures, choose email, WhatsApp, biometrics or an A1/A3 digital certificate for each person. WhatsApp uses a phone with country code starting with + and costs 0.45 credits per signer. For digital certificates, also select the invitation channel and enter the holder's CPF or CNPJ. For biometrics, enter a valid CPF. The signer supplies consent, an identity document and liveness evidence in Assinafy. Pending identity reviews must be decided in Assinafy before certification. The signer uses their certificate in Assinafy; do not send the certificate file or password to this application. Review retrieves current method, notification and document costs from Assinafy. A cost change requires a new review. Certificates use sequential signing with one person per step. Templates with placed signer fields cannot use digital certificates. Check the message, order and expiry.
8. Review the document and recipients, check the confirmation and send invitations.
9. Refresh status to track progress. When everyone has completed signing and the certificate is ready, download the PDF, signature certificate page or complete bundle. Documents signed with digital certificates also offer a PAdES PDF. Activity history can be downloaded as JSON once the document exists in Assinafy.
10. To manage a prepared document's contract period, open Contract management and click Refresh contract. Create or edit the counterparty, CPF/CNPJ, value, currency, dates, automatic renewal and notice period. Empty fields clear values when saving; an empty currency uses BRL if a value is set. Review and confirm every change. To renew, choose Renew contract: an empty date uses the configured period and an empty value retains the current value. To terminate, choose Terminate contract and optionally enter a reason. Termination stops notices without changing signatures. Changes require a plan with contract management; notices and automatic renewal follow the Brasilia calendar. Amendments are managed in Assinafy. After an uncertain response, refresh and inspect the terms before confirming another operation.

Under CRM synchronization and automation, select dedicated fields for status, identifier and PDFs, and enable timeline entries. Field updates can trigger automation rules: avoid conditions that cause new requests. After authorizing the workspace, confirm notification creation or update and provide a delivery-failure email. The application configures only its own endpoint and preserves other integrations. If you skip setup, lack permission or cannot add an endpoint under the plan, background polling remains active.

Bitrix24 administrators with automation permission can save a preset from the selected file field or template and copy its identifier into the automation rule. Automation uses email only, sends to all linked contacts in CRM order and maps that order to template roles. Authorizing the preset permits future requests without reviewing each execution manually.

If the connection expires, reconnect the same workspace. Check a pending operation in the source service before repeating it. Templates depend on workspace or Bitrix24 document-generator permissions. Contacts without a name, valid contact channel or read permission are unavailable. You can also select the linked company or add an external signer without creating a CRM contact.

For the Assinafy-managed service, use the official support channel. Support is available Monday through Friday, 08:00–18:00 Brasilia time (America/Sao_Paulo), with an initial response within one business day. For a customer-hosted connector, contact its operator using the channel listed in its documentation or listing. Describe the step and displayed message; do not send tokens, passwords or contract contents.