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Creating an E-Signature Template

If you have a standard document, an E-Signature template can be created. This will allow a user to have access to a template document in the system to create new contracts, send for signature, and track them all within ContractWorks.

 

 

Instructions

 

Step 1: Format the template outside of the system to include appropriate spacing. For example, if you normally have a highlighted section, or sections that a user is responsible for filling in before the contract is sent, make sure to remove that outside language. You will populate this information in ContractWorks (Step 5).

 

Example:



Step 2: Go to Tags & Templates > Templates. All templates, for tagging and E-Signature, will exist in this section. Choose or create a tag template for the template document to reside in. 



Step 3: Go to the bottom of the tag template. If creating a new template, remember to save the template. Once saved the ‘Signature Setup’ will be available for use. Upload your template to the 'Upload Document' section.

 

Step 4: Once uploaded, you can markup the document for customization.




Step 5: If you have any fields that must be filled in prior to the document being sent, click Edit Tags to add tags to place into those spaces on the document. Use the dropdown to select the fields that must be entered and click on the document to place and drag the field into the appropriate area. The dropdown options are taken from the tags on the tag template, so it is important for the fields to exist as tags. If they do not exist, you can create them by clicking Add a New Tag.

Screen Shot 2021-09-02 at 10.53.07 AM

 

Screen Shot 2021-09-02 at 10.53.36 AM

 

Step 6: Next is Step 2 of the packet builder to add in your signers. Use the Add Signer button in the signer’s area to add in one signer at a time. Since the signer is to be undetermined prior to sending, leave the name and email blank, but enter a nickname so you know what kind of signer is intended to fill out this document. 

If you know that someone is typically responsible for signing all of these documents (for example, an internal employee is responsible for signing off on all NDAs), you can enter in their contact information as a signer and their information will default every time the document is brought up to be sent out.

Step 7: Click Next to get to Step 3 of the packet builder.  Apply your Prefilled Details and drag them onto the contract.

Next click back and then click on a signer, a menu will open so then you can drag the signature blocks on the document. Once you’re finished with the first signer, click the dropdown menu to jump to the next signer and drag over the fields for that specific signer as well.


Step 8: Once all signers and informational fields are placed on the document, hit next to Add Messaging. Add in any template packet options you would like that will standardize the document being sent, such as email messaging options and any email addresses that need to be notified when the packet is finalized. Finally hit Save and then Submit to save your changes.

 

Step 9: Hit 'Save'. You will be taken to the template where you can now monitor all the fields on the document. Submit the template to save all the information. The document is now a template ready to be created and sent through ContractWorks E-Signature under the Sign tab.