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
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:
Pagination | Previous page | Next page | 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
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
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
Eg. {CONTACT_FULLNAME}. Learn more about Merge fields.
Comments
0 comments
Please sign in to leave a comment.