Objectives

• Signature of the contract

Environment

• Contracts Module

Additional Information

• How to Sign a contract
• Access the signature history

Procedure

In the signature center tab, the user can add signee from the add signee button.

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You have two mandatory fields: Label and Signature Order.

• Label: Select the Approval label 
• Signees: Specify the User(s), Collaborator(s) or Contact(s) which are authorized to sign the specific Contract with Signature Orders.
• Users Groups: Specify the User Group(s) which are authorized to sign the specific Contract with Signature Orders.
• Select if manager of  requester or not 
• Signature Order

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The user can edit or delete the Signee.

You have also a section for the approval history, you can see the action done the changes, the date and time and comments. You can from the action wheel export them to excel.

Please note that  DocuSign integration needs to be configured:   https://documentation.app4legal.com/display/A4L/Docusign+Integration