How to eSign your Contracts?

Updated on July 6, 2020 05:30AM by Admin

An electronic signature or eSignature refers to data that is recorded in electronic form and is used by a signatory to sign. It is intended to provide a secure and accurate identification method for the signatory to provide a seamless transaction. Apptivo is integrated with our partner Sign.co for eSignature. We can get eSign from Customer/Contact based on the configuration.

First, you have to enable eSignature. Now, let us walk through the steps to eSign your Contracts.

eSignature in Contracts App

Setting up of eSign in Contracts App

  • Navigate to the Contracts App.
  • Click on More Options(...) → Settings→Contract Integration→Print/Web Layouts. You can either open or create a PDF Template.
  • Drag & Drop the eSign attribute from the Palette tab.
Settings


Whom do you want to send eSign?

  • In the Configured PDF Template, click on the eSign attribute.
  • The Inspector tab will be highlighted.
  • Here, click the “Who” drop-down that will have options “Customer and Contact”.
  • Then, select the value as Customer or Contact.
  • This configuration goes with the respective PDF Template only.
Selecting whom to Send eSign

Note: Make sure to enable the Contract Template toggle. 
Go to More Options(...) → Settings→ Customize App→ Master Layout → Hierarchical View → Contract Template.

Enable Contract Template


Sending eSign request via Contracts

  • Go to Contracts App and create a Contract with the configured PDF Template.
Create new contract
  • In the View page, the “Send eSign” button will be enabled.
Send Sign
  • Click the Send eSign button, It automatically pre-populate the Customer/Contact email address based on PDF Configuration in Send eSign Popup.
  • You could manually enter the email address in the Send eSign Popup when the email address is not present in the Customer/Contact record.
Entering Email Address

Note: Send eSign button will be disabled when the Contract record is found without the configured PDF Template.

Receiving the eSign request email

Once you have sent the eSign document, Customer / Contact will receive the eSign request email.

Email


How to eSign the document against received eSign request email?

  • Click the Review & Sign button in the received email.
  • It will redirect to our Partners App → Sign.co.
  • In Sign.co, you can see the Contract document.
  • Click the Signature and it will show Create Signature Popup.
Sign Formats


eSign History for Individual Contract

  • Go to More Options(...)--> Settings→ Contracts → eSignature.
Selecting eSign History
  • You can set the eSignature History based on your selection.
  • Then in the Contract, click on the eSign History tab near Overview.
  • Here, you can see the details of the eSignature status.
Sign History

Related Links

Enable eSignature in Apptivo