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- Signature of the contract
Steps
In the Signature Center tab, the user can add signee from the Add Signee button.
After the Approval is done, your contract is now ready to be signed. Just make sure to set the To be Signed option to "Yes" next to the document you want to sign:
The Signature Center can be configured based on predefined business rules from the system settings. However, users can add signees manually from the Signature Center of each contract.
Click on Add Signee to add a new one:
You have two mandatory fields: Label and Signature Order.
- Label: Select the Approval label
- Signees: Specify the User(s) , or Collaborator(s) or Person(s) which 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 the signee is the manager of the requester or not
- Select if the signee is Board member or notand the Shareholder required from your contract party.
- Signature Order
Signees can sign either internally through the system, or using DocuSign.
The user can edit or delete the Signee.
You have also a section for the Signature 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.
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