We have broken down sending documents for electronic signature into four quick and easy steps. This should simplify the process for you and give you more control over how you set up your document.
Sign into ContractWorks. Find or upload the document you want to send for signature. Click the pen icon next to the document name to launch the packet builder.
Step 1 - Select Document and Tags
The Packet Builder will launch in a new tab, and you will see your selected document as part of step one. You can click the three dots to the right if you want to edit the tags of your document.
If you choose to Edit Tags, the tag editor will open up, where you can select a tag template, add new or existing tags, and specify your tag metadata.
When you are happy with your document and, if applicable, your tags, you can proceed to Step Two.
Step Two - Add Your Signers
For this step, you can add Signers that will be receiving and signing your document by clicking the “Add Signer” button.
Once you have added signers, you can change their signing order to In Order (set by default) or All at Once. If they are set to In Order, you can also drag and drop the signers to rearrange the signing order.
You can also edit the name and email address of a signer by clicking on the three dots to the right of their name.
Once your signers are added and in the correct signing order, you can proceed to Step Three.
Step Three - Set Up Your Document
Step Three is where you will mark up your document. You can do this by clicking on a Signer’s name on the left Sidebar, selecting your desired field, and dragging and dropping it onto the document. Once it’s on the document you can move it wherever you like.
Your tags are also available on the left sidebar below the Default Fields section. You can add these to the document and make them Optional or Required for your signer to complete.
You can change to another signer using the dropdown menu on the upper left sidebar, as seen below. For any selected field on your document, the right sidebar will give you options to reassign it to a different signer, or make it Required or Optional. Every field is set to Required by default.
You can also remove fields from the right side bar, or by clicking the ‘X’ that appears when you hover over the desired field.
The right sidebar, under the Placed Fields section, will also show you all of the fields you’ve placed on the document. You can click on the text of the field to automatically jump to that place in the document. You can also filter by signer to see which fields you have set up for each of them.
Step Four - Messaging and Sending
Once you are happy with how your document is set up, you can proceed to Step Four. Here, you can customize the Packet Name (how the file will be named internally), the Email Subject and Email Message your signers will see. You can also add recipients to be notified when your document is fully executed.
Once you have completed these details you can go ahead and hit Send! You’ll automatically be redirected to the summary page of your new packet.
We hope the Packet Builder greatly simplifies your electronic signature workflow!
If you have any questions, you can refer to our help documentation here or contact support.