ⓘ A step to complete and 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
If you choose Option 1 you'll be able to import an existing e-contract into any of your applications.
Let's see how:
- Go to Applications and select the one you need
- Click on the Add New steps blue button
- Select Document to be signed
- Name your step and select an existing e-contract from your Toolbox
- ✅ You're done!
Available options when adding an e-contract into a live application
Name: The name of the e-contract will allow people to understand what needs to be done (Eg. Please sign this agreement)
E-contract: This is the actual document that you want to import from the Toolbox or create on the go
Instructions: This is a text that will show on top of the document
Tooltip: This is a text that will show when end-users mouse over the related step (being to complete/sign a document) while on the checklist
Approval: This is about which status you want to show once the step is completed (Pending review or approved) knowing that an e-contract cannot be edited once completed/signed
Required: Whether this step is mandatory or optional
Visible to end-user: Is this a document that end-users need to complete? Otherwise you can hide it, but keep in mind that it won't be editable from the admin interface.
Dropdown options: Select where in your checklist you want to add this e-contract