How to import an e-contract into a live application

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

If you choose Option 1 you'll be able to import an existing e-contract into any of your applications. 

Let's see how: 

1. Go to Applications and select the one you need
2. Click on the Add New steps blue button 
3. Select Document to be signed
4. Name your step and select an existing e-contract from your Toolbox
5. ✅  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