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), you can easily edit them. Read on to discover how to do so.
There are 2 ways of editing an e-contract
From the Toolbox for reusable e-contract
In a Process or application for a unique e-contract
This means that in order to edit your e-contracts, you have 2 options.
Option 1. Editing an e-contract saved in the Toolbox
Here is how to edit an e-contract that is only available in your Toolbox.
Go to Resources>Toolbox>E-contracts
Click on your e-contract in order to edit it
Option 2. Editing an e-contract available in your checklists
Here is how to edit an e-contract that is already available in your checklists (Applications or Processes)
Go to your checklist (Applications or Resources>Processes)
Scroll to the e-contract module in your checklist
Click on Modify then click on Edit/View e-contract
Need to edit the e-contract PDF document itself?
If you need to edit the source document itself (New paragraph, new design, new text), you'll need to work on your computer using your favorite editor and then go back to Clustdoc to upload your new version.
When importing a new PDF, if you want to keep the already existing fields, you can check the “Keep existing fields” box. So when you upload a new document, the fields already created will remain in the same place, saving you from having to reposition them manually.