How Capturing Contract Acceptance with Electronic Signatures Works
Once approved, a contract that requires an electronic signature is submitted for a signature from the other party and the process is monitored.
Prerequisite Settings for Electronic Signature
There are several initial steps, usually completed by your application administrator, that are required before creating a contract that requires an electronic signature. If you're not sure if these setups have been done, contact your administrator and refer to Set Up Electronic Signature.
Create a Contract for Electronic Signing
Once the initial setups have been completed, the contract creation process goes as follows:
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A contract is created based on the contract type created for electronic signing.
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Contract terms are applied to the contract, as needed.
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One or more party contacts are selected as signers of the contract.
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The contract is approved and is in "Pending signature" status.
Initiate the Contract Signature
Submit the contract to the signing party:
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In the Contracts work area, find your contract in the "Pending signature" status.
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Verify that electronic signature functionality is enabled for the contract.
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Click Sign Contract in the Edit Contract actions menu.
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Verify that the auto-tags are rendered in the appropriate locations in the envelope.
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Click Send on the Sign Contract page.
Manage Signatures
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In the Contracts work area, find your contract in the "Sent for signature" status.
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Click Manage Signatures in the Edit Contract actions menu and sekect from the following actions:
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View history
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Correct and resend
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Void envelope
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You can easily monitor your signatures by checking the contract status:
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The contract status changes to "Pending signature" if any of the signers either haven't signed or have declined to sign.
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The contract status remains as "Sent for signature" if the signature process is still in progress.
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The contract status changes to "Active" if all the signers sign the contract.
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