Objectives

• Initiate the signature workflow
• Sign with Lexzur Sign

Steps 

Lexzur's internal signature feature provides a dedicated workflow that supports multiple signees, offering customization options such as signature names, stamps, designations, and dates.

Initiate the Signature Workflow

• Open the contract page and navigate to the Signature Center.

• In the Signature Center, you’ll find various digital signature workflows. Click "Get Started" under the Lexzur Sign workflow.
• Click "Add Signees" and proceed with signee selection.

   Add Signees

• Specify the signee type (e.g., internal users, collaborators, external persons).
• Search for and select the signee's name.
• Define the signature order (parallel or sequential signing).
• Optionally, assign labels or titles to signees.
• Add all required signees to the list.
• Save the workflow as a draft if further approvals are needed, or send it directly to Lexzur Sign for signature configuration.

   Configure Signature Fields

• The contract will open in Lexzur Sign, allowing you to position signature fields such as names, signatures, initials, stamps, and dates for each signee.
• You can apply signature fields universally or selectively across different pages.
• Once all settings are configured, click "Send" to dispatch signature requests via email. If a sequential order is set, signees will receive emails accordingly.

Sign a Contract in Lexzur

• Each signee will receive an email notification when it’s their turn to sign.

• They can either:
  
  • Click on the Contract ID to open the Signature Center from the contract page in Lexzur for a detailed review before signing.
  • Click the "Sign" button in the email for quick signing.
• From the signature center, click "Sign with Lexzur Sign" to finalize the signature.

• The signee will be prompted to complete all the signature fields configured (e.g., name, stamp, designation, date).

• The process continues until all signees have signed.

Retrieving the Signed Document

• Once completed, the signed contract will be automatically saved as a PDF in the Attachments tab, making it easily accessible.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!