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  2. Electronic Signature

Sending a Document for Signature

Make signature gathering easy through electronic message

Summary

A document can be routed for E-Signature through the ContractWorks system. In order to do this, a user must have the ability to upload documents (Full Access permissions to at least 1 folder) and an E-Signature license which can be assigned by administrators. A user can then send a document to route for signatures to signers regardless if they are ContractWorks users or not. 

 

 

Instructions

 

Step 1:  Upload document that you would like to send for signature.

 

Step 2: Click the ‘Pen’ icon on the left side of the document name.

 

Step 3: Use the Signers section on the left side of the screen to identify signers by name and email address. Click on the plus sign to add in a signer. You can also CC a reviewer on the email that the signer will receive.

 

Step 4: Once saved, you can now click anywhere on the document to add in a signature block.  The signature block will correspond with the signer using a specific color (in the example below, green), so you know which signer is filling out specific information. 

 

Step 5: To add other fields, click your mouse on the document and another signature box will show up. Hover your mouse over the signature and a bar will appear. Choose the appropriate option and if you would like to require it to be filled out, or uncheck the required box for an optional field. Signers can also fill in custom options, using any tags placed on the document.

 

Step 6: If needed, move the blocks into the appropriate area by holding your mouse down over the option you wish to move and drag it into the correct spot. Do steps 3-5 for every signer on the document.

 

Step 7: Once signer and signature fields are complete, click the ‘Send’ button.

 

Step 8: Edit packet options. A packet is any document that has been routed for E-Signature using the ContractWorks account. You can then fill in the following options:

  • Packet name: how to identify the document. The system will pull in the document name, but can be changed at this point.
  • Packet Subject and Packet Message: Email options. You can choose the email subject that your signer will receive, and customize a message in the body of the email. Directions, best contact person for questions, etc. can be explained in this section.
  • Signature Routing: Is there a specific workflow that this document needs to route through? Sending to signers in order will route the document to Signer 1, then once Signer 1 signs the document, will be routed to Signer 2 and so on. Sending to all signers at once will blast the document out and all signers will be able to sign off immediately.
  • Notify when Finalized: Signers of the document will receive a copy of the final contract once finalized, but if there is anyone else who should receive an executed copy, their email address can be added in at this point.

 

Step 9: Click Send, the document will be routed to the appropriate parties for signature and you will see an audit log in the left side column. You are now free to leave the document view.

 

Step 10: Once signed the document will be updated in the repository to show that the document has been executed. This will include changing the pen color to ‘green’ and displaying the respective signatures on the document.