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Sending an E-Signature Template

Create and send out pre-defaulted signature templates directly from ContractWorks

Summary

 

When an E-Signature template has been created, users with an E-Sign license will have access to create and send out those template contracts for E-Signature directly from ContractWorks. The sender will be prompted to fill in any informational tags placed on the document as well as the signer information that relate to the specific contract they are creating. Note that only pre defaulted fields can be adjusted, the contract language cannot and must be done outside of the system.

 

Instructions

 

Step 1: Go to the sign tab. All available E-Sign templates will exist under the Create New Document section.



Step 2: Click on the document you wish to create to send for signature. You will be taken to a screen with blank signer details, and tag values to be filled in.



Step 3: Fill in the applicable information on the template. This includes naming the document, choosing a folder for the document to reside in, the specific signer details, and any form fill fields. Any information placed on the template level can be modified if the field, or signer information does not apply.

 

Step 4: Once all the information has been completed, you will be allowed to press the Continue button to review the contract.

 

Step 5: Review the contract to ensure all fields are entered in correctly. Additional information can be added using the left column. An informational field can be added if more information must be added in the document. You can also add in additional fields for signers to enter using the plus button under each of the signers, called Add Field.

 

 

Step 6: Press Send. Review the packet information, including the name of the name of the packet, the Subject and Message email options, Signature Routing order, and who needs to be notified when finalized.



Step 7: Press Send to finalize the packet and send for signature.

 

Step 8: The document will process. During this time, ContractWorks is creating the contract, sending to the appropriate signers, and uploading the contract into the chosen folder. Once processing has completed, you will be taken to the audit log. You have now completed sending a template for signature.




Step 9: The document now lives in the repository under the chosen folder. If you need to check on the progress of the document, you can click on the pen icon to be taken to the audit log. Once finalized, the pen icon will turn green and the contract will be reuploaded to reflect the new signatures.