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• Signature of the contract/document

Steps

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 attachment you want to sign:

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The Signature Center can be configured based on predefined business rules from the system settings. However, users admins can add signees manually from the Signature Center of each contract.

Click on Add Signee /Edit Signees to add a new one :

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You have two mandatory fields: Label and Signature Order.

or edit the existing ones.

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When adding a new signee, you can specify:

• Set the Signature Order by just clicking on the checkbox
• Users: You can select users, collaborators, or Persons who are authorized to sign on behalf of this contract/document
• Label: Select the Approval label 
• Signees: Specify the User(s) or Collaborator(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 this Contract with Signature Orders.
• Select if the signee is the manager of the requester or not 
• Select the Board member and the Shareholder required from your contract party.
• Signature Order
• Ability to set the Label/Summary if needed

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Signees can sign either internally through the system, or using DocuSign.

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