Applicable Plans: ALL
The Electronic Signature feature in intelligentcontract.com allows you to securely sign and manage your contract documents.
Our partnership with Adobe Sign will allow any document uploaded into intelligentcontract to be sent via email to nominated parties for signing. A person will receive an email notification and be able to add their signature electronically to a document. Once complete, a copy of the signed document will be uploaded back into intelligentcontract for your records.
The remainder of this article explains how to send a document for electronic signature.
Step 1 - Send a Document for Electronic Signature
You must upload the documents that require signatures before you start the signing process. The system will offer you documents that have been attached to the Documents, Notes or Amendments tab. You will need to assign the people who are going to sign to this contract before you start the process.
- Open a Contract record that has the documents which you require signing attached.
- Click the [Submit for Digital Signing] button.
Fig 1- Activating the Electronic Signature Process
Tip: If you have the Approvals feature option of 'Only Approved Contracts can be sent for Electronic Signature' switched on then the Electronic Signature icon will only appear when an Approved contract has been selected
Step 2 - Selecting Documents
Select the document or documents that you want to send for signature using the checkbox. If you select more than one the system will join them together as a single PDF. You will have a chance later to change the order in which the documents are ordered.
Fig 2 - Selecting Documents for Signing
Step 3 - Selecting Signer(s)
Select the People who are required to sign the document. You can select one or more. Later in the process you are able to determine the order in which the people sign the contract.
Fig 3 - Selecting Signers
Step 4 - Adobe Sign Login
Log into your Adobe Sign account, before you can use this feature of intelligentcontract you will need to obtain an adobe sign account.
Tip: You require an adobe sign account to make use of this feature, You can start a free trial here Adobe Trial Account. Any of the Adobe sign account types will work with intelligentcontract.com
Fig 4 - Adobe Sign in Page
2. Password - Insert Adobe Sign account password
3. Sign In button - Press to log into Adobe Sign
Step 5 - Submit Document for Signing
Amend Document Signing requirements settings if required. You can send a message to each signer, set a password, determine whether you must sign the document or alter the recipient list.
Tip: Normally you will want to add a signature field to the document for signing (and maybe other fields such as the date, title of person signing and their printed name) so you should leave the "Preview, position signatures or add form fields" checked.
After clicking "Next" you will be able to position the signature and other data fields prior to sending the document for signgin
Fig 5 - Review Signature request Message information
- Email Recipients - Update existing or add a new email addresses that the document is to be sent to
- Signature - Check this box if the document also requires your signature
- Message - Adjust message text which each signer receives, if required.
- Password - Check this box if a password should be entered before the document can be opened.
- Preview - Check this box if you wish to add signature box's to the document and preview.
- Next - Click to submit document for processing.
Step 6 - Placing signature and other data fields
This step allows you to place Signatory boxes and other relevant data fields on your document. First select the signer name, then drag and drop the relevant fields required onto your document. Click the "send" button once your signature and other data fields have been put in place for each signer.
Step 7 - Confirmation
This screen will appear to confirm that the document has been emailed to the recipients for signing. You can now click on a menu item on the left or the Logo to go back to your home page.
Fig 6 - Adobe Sign receipt
Each contract has a signatures tab. The Signatures tab will display the status of the document in the signing process. When the document is signed by each of the signers specified, the status will be updated to "complete". You are then able to download the signed document from the signature tab. This download will show the documents sent for signature, the signatures obtained and an audit document appended to show how and when each signature was obtained.
Tip: You can log into your adobe sign account to perform advanced operations on your "in process" documents. You can for example, cancel a document for signature or replace the signer.