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All CollectionsOnboarding Steps: Forms, eSignatures...E-contracts
How to create & add an e-contract to your checklist
How to create & add an e-contract to your checklist
Updated over a month ago

A step to sign an e-contract can be added to your checklists. Whether in a process (standard requirement) or in a live application (specific to an end-user). Read on to discover how to do so.

There are 2 ways of creating an e-contract

  1. From the Toolbox for reusable e-contract

  2. In a Process or application for a unique e-contract

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Option 1. Creating a reusable e-contract - Saved in the Toolbox

  • Drag and drop your fields and Signature blocks on your document

  • Click on the fields to manage related field settings

ⓘ You can reuse e-contract saved in the Toolbox later on; in any other process or application

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Option 2. Creating a unique e-contract - Available in a process

  • Go to 'Resources>Processes' to select an existing Process

  • Click on 'Add New Steps' and select the Document to sign module

  • Name your line item in the pop-up, you'll land on the e-contract builder

  • Upload a PDF document

  • Prepare your document fields and signature blocks using the drag and drop

E-contracts Menu Options

The top Menu bar includes the following options:

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Pagination

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Signing options & workflows

When clicking on Signing Options you'll add advanced settings:

  • adding the destination process where the e-contract will be available

  • Sending a copy of the signed version to end-users Y/N

  • Creating a signing workflow - Learn more here

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E-contracts characteristics

  • E-contracts must be in PDF format.

  • Make sure there is enough line space in your text, so you'll be more comfortable when adding fields and eSignature placeholders.

  • You can use the Merge fields to prepopulate e-contracts with data captured through a Clustdoc form

Available fields for an e-contract

- eSignature placeholders: You can either place eSignature blocks in your document to collect signatures from stakeholders, or sign it right away

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Upload your signature : You can also upload your company seal to serve as your signature on the document.


- A text field: a text area where recipients can add their name for example
- A date field: a text area where recipients can add a specific date for example.

- A checkbox: a tick box if you want to capture consent

- A merge field: a form field or a dynamic field available in your applications.

Eg. {CONTACT_FULLNAME}. Learn more about Merge fields.

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