How to create & add an e-contract to your checklist – Clustdoc

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

From the Toolbox for reusable e-contract
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

Go to 'Resources>Toolbox>E-contracts'
Click on the 'New e-contract' button and name your future e-contract
Upload a PDF document

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

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

Zoom out

100%

Zoom in

Remove document

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.