Objectifs
- Choisir la signature numérique
- Ajouter des signataires (préciser la liste des signataires, le type, l'ordre
Objectives
- Choose Digital Signature
- Add Signees (specify the list of signees, type, order, etc...)
- Sign the contract
- Use Lexzur internal signature
Steps
After the Approval is done, your contract is now ready to be signed.
| Note |
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Make sure to change the "to be signed" status of the contract document from the Attachments tab to "yes". |
- Signer le contrat
- Utiliser la signature interne de Lexzur.
Etapes
Une fois l'approbation effectuée, votre contrat est prêt à être signé.
| Note |
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Veillez à ce que le statut « à signer » du document contractuel dans l'onglet Pièces jointes soit modifié en « oui ». |
| Tip |
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Le centre de signature peut être configuré en fonction de vos critères commerciaux et de vos types de contrats. Pour en savoir plus, cliquez ici. |
| Tip |
The Signature Center can be configured based on your business criteria and contract types. Learn more here. |
However, admins can add signees manually from the Signature Center of each contract.
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- Set the Signature Order by just clicking on the checkbox
- Choose the Signee Type, defining the category of individuals authorized to sign the contract. This can include Users, Collaborators, User Groups, Roles, Requesters etc...
- Specify the Label/Summary of each signee.
- Add Multiple Signees.
Signees can belong to various categories:
1. Users: Licensed users actively using Contra can directly sign within Lexzur.
2. User Groups: This encompasses groups where any member has permission to sign.
3. Collaborators: Stakeholders associated with the contract, having access to it through the client portal for signature.
4. Roles: Roles can be defined based on client portal users, managers, and job titles. Learn how to configure roles here.
5. Person: Any external person saved in the Persons Module.
7. Board Members and Shareholders: This identifies individuals related to board members and shareholders of the parties involved. However, this requires a collaborator license, and signature will be conducted from the client portal.
To use the LEXZUR internal signature, you have to:
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