The Electronic Signature feature in intelligentcontract.com allows you to securely sign and manage your contract documents.
Our partnership with DocuSign 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.
If you have an account with DocuSign then you first need to install the DocuSign Plugin into your account.
Navigate to: Configuration => Plugins = > Manage Plugins
Here you will see the option for DocuSign, just click the [Install] button
The remainder of this article explains how to send a document for electronic signature via DocuSign.
Step 1 - Send a Document for Electronic Signature
As the Signature process requires a Document you must have uploaded documents that require signatures to the Contract Document tab before you start the signing process. The system will offer you documents that have been attached to the Documents, Notes or Amendments tab. You could also add the relevant signature People to the Contract People tab before you start the process.
- Open a Contract record that has the documents which you require signing attached
- Click on the More Action [...] button and select the [Submit for Digital Signing - DocuSign] option
Note: If you have installed Plugins for multiple Electronic Signature providers they they will all be displayed in the list, choose the correct option by the relevant icon, if you hover over the options in the list an pop up will identify them.
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 option 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, the system will display a list of all the Documents that you have already uploaded to the Contract Document tab. If you select more than one document 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, the system will display a list of all the People that you have already assigned in the Contract People tab. You can select one or more. Later in the process you are able to determine the order in which the people sign the contract and also add more People if required.
Fig 3 - Selecting Signers
Step 4 - DocuSign Sign Login
Log into your DocuSign account, before you can use this feature of intelligentcontract you will need to obtain a DocuSign account.
Tip: You can a create a new DocuSign Account by clicking here. Any of the DocuSign account types will work with intelligentcontract.com
Sign in at the prompts using your DocuSign Username and Password.
Fig 4 - DocuSign Sign in Pages
Step 5 - Submit Document for Signing
Amend the Document Signing requirements settings if required. You can add more recipients, set a signing order and send all recipients a message.
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
- Message - Add a message that each recipient will receive
- Order - Define if the signatures are required in a specific order
[Send Now] - After clicking here you will be able to position the signature and other data fields prior to sending the document for signing
Step 6 - Placing signature and other data fields
This step allows you to place Signatory boxes and other relevant data fields on your document. The first signer name will default, drag and drop the relevant fields required onto your document.
Use the top left Name drop down to switch between all the people required to sign the document, you will need to add Signature box's to each recipient in turn.
Click the [Send] button once your signature and other data fields have been put in place for each signer. Once send is pressed the screen will close back to your Contract view.
Fig 6 - Placing Signature fields
Each contract has a signatures tab. The Signatures tab will display the status of the document in the signing process, please note that this will be either 'Awaiting Signature' or 'Signed'.
Fig 7 - Contract Signature record
Tip: if you have more than one Electronic Signature provider installed then you can Edit your Signature tab view to include the 'Service' field, this will identify which service you have used to send the document out for signing.
When the document is signed by each of the signers specified, the status will be updated to 'Signed', you are then able to download the signed document from the signature tab. This download will show the documents sent for signature and, the signatures obtained.
Fig 8 - Completed signed document
TIP: You can log into your DocuSign account to perform advanced operations on your "in process" documents. You can for example, cancel a document for signature or replace the signer or send manual reminders, if required.