eSignature

The eSignature module is an additional feature within our Sourcing package, powered by LegalSign, streamlining the document signing process. This feature empowers users to efficiently manage the entire eSignature process, from document preparation to final storage, ensuring a seamless and legally compliant workflow.

• On the eSignature tab you can upload documents for signing via PDF Templates or from the Document Library (One of the Requirement tabs) and add signing field(s) for each party (contact) involved. This is done by opening the downloaded pdf on the eSignatures tab and clicking where you want to add boxes to be signed. 
• Emails for sending eSignautre requests are sent automatically once you have entered recipient names and emails. You can also choose sequential or simultaneous email notifications for recipients.
• This process allows you to monitor request status, with options to delete, download audit logs, and unsigned copies.
• Signers receive email notifications with links to accept or reject the request and the sender will receive Nudge notifications upon completion or rejection.
• Once the document has been signed, you can download signed documents to your Local Machine or Document Library. Archive signing requests for record-keeping purposes.

For creating eSignature requests, please click here.