How to send e-sign with the same label in Apptivo?

Updated on December 24, 2019 04:14AM by Admin

Electronic signatures have become a great medium to get the documents signed. Organizations believe e-sign saves time, increases efficiency, and ensure timely intimation. This is achieved while ensuring the legality of the document. E-signs has the same effect as a conventional signature.

Apptivo enables you to add e-sign to your document. You can send your documents for signature easily with Apptivo. The added benefit is you can use the same label to denote the signature area for two different people but the software will point out to the corresponding signature area when a document is sent for signature.

For Instance: Let us considering sending a document for e-signature to a customer and a contact.

  • In the Estimates App, navigate to Settings → Customize App → Print/Web Layout.
Print/Web Layout

  • You can either create a new layout or edit in an existing layout.
  • Here, drag and drop the e-sign attribute to the layout. Since, there is a need for two signature fields, drag and drop the attribute twice.
Add Signature

  • Now, rename the signature 1 as Signature from the Inspector tab.
Rename Signature 1

  • Signature 1 is for Contacts. Click on the signature, you can see the inspector tab. Here, change Who field to Contacts from the drop-down.
Contacts

  • Now, rename the signature 2 as Signature from the Inspector tab.
Signature 2

  • Signature 2 is for Customers. Click on Signature 2, you can see the inspector tab. Here, change Who field to Customer from the drop-down.
Customers

  • Now, save the layout and create a new estimate. The estimate is sent for e-signature from the overview page.
Send e-sign

  • When you select send e-sign, you will be prompted whether you would like to send in sequential order. Since it is turned OFF, it is sent to both at a time.
Signatories

  • When the signature is sent to the Customer, she will be prompted with an email.
Email

  • On clicking review and sign, you can see that she is prompted at only her area for signature.
Signature

  • Similarly, when the signature is sent to the Customer, she will be prompted with an email.
Customer Email

  • On clicking review and sign, you can see that she is prompted at only her area for signature.
Customer Signature

  • This way both the parties can sign in a single document without any confusion and get a confirmation email.