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Initiating eSign from a Contract or Supplier

This article describes the process of initiating and completing the simple eSign process from a Contract or Supplier file.

 

Note: eSign must be enabled and configured before initiating any eSign process. Click here for detailed steps regarding setup and configuration. 

Simple eSign Initiation

Start by navigating to the Files area of either the Contracts or Suppliers section.

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To initiate the eSign process, select the icon to the left of the three dots to the right hand-side of the PDF file.
Note: If you need to upload a file click the green ADD button in the Contract or Supplier areas

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Note: Users will need to be configured as an eSign Sender to initiate the eSign process.

Select "Next" to initiate the eSign process.

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Adding Document eSigners

You can review the file or select "Scroll to Prepare eSign" to move straight to selecting Signatories.

Select an Internal User from the dropdown list of Internal Authorised Signatories and the External Supplier User to sign the Contract.

f you need to collect more than one signature, toggle on the "Advanced Controls" option and then click the blue 'Add More Signers' button. This will provide you with the ability to add more Signatories as needed.

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Note: Read further about assigning eSign Signatory permissions here. Internal users must be configured as eSign Authorised Signatories for selection. 

If desired, the signing order can be adjusted on this screen after clicking on the blue "Change" button. Drag and drop Signers in the correct order once the corresponding pop-up appears and then click "Save".

Clicking on the "Add" button will allow for customized message entry as needed. This note will appear within the email received by each signer. 

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Placing Floating eSign Fields

After all Signatory fields have been completed, right-click (control-click on a Mac) within the document to place floating signature fields. This allows you to predetermine where the Signature and the Signer's details will be placed on the contract by inserting and then dragging and dropping the associated fields to the selected areas.

This includes eSignature, Name, Company, Title and Date fields. The fields are colour coded for clarity and are compatible with all advanced features of our eSign solution including multiple signatories, signing order and custom messages.

Once all the relevant floating fields have been placed on the document, click “Request Signature” at the bottom of the page. 

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Both the Internal Signatories and Vendor Signatories will receive an email asking them to sign the Contract along with a daily reminder email for any outstanding requests. 

eSigning the Document

The Internal Signatory will be able to access the Contract directly from the email or select “eSign this Document” to complete the eSign process.

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The Signatory can then sign the document by selecting the blue "Scroll to eSign" button.

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Additionally, the Signatory can simply click on the "CLICK TO SIGN" button directly within the document. 

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There is also a third option for the Signatory to click "SIGN HERE" at the bottom of the page or select "Decline" if desired. 

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Signatories will be able to sign using three different methods.

  • Draw it in: Drawing their signature using a mouse or touchscreen
  • Type it in: Typing in their name and selecting a font style
  • Saved: Returning Signatories will be able to access saved Signatures.

Once a Signature is complete, select “Save”  

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Then click on the Signature to be used in the signing of this Contract and select the blue "Insert Everywhere" button.

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Select “I Agree” and the eSign for this contract will be completed.

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Other Signatories who have not signed the Contract will be sent an email informing that the other party has completed the eSign process.

Austen Ward has signed - austen.w@gatekeeperhq.com - Gatekeeper Mail 2020-01-14 14-08-56

External eSign Signatories will follow the same process as outlined above for Internal eSign Signatories.

Once both parties have completed the eSign process, both parties will receive confirmation emails with an attachment to download a copy of the signed Contract.

Document was signed - austen.w@gatekeeperhq.com - Gatekeeper Mail 2020-01-14 14-09-54

You can read further about tracking the progress of the eSign process here.