Step 1: Upload your document. First, log in to your account. Step 2: Add a recipient. To add a recipient, enter their name in the Name field and then fill out their delivery information. Step 3: Add the email subject and message. Step 4: Add signing fields. Step 5: Preview and send your document.
CLM (Contract Lifecycle Management) allows you to streamline the contract lifecycle by automating manual tasks, orchestrating complex workflows and reducing unnecessary risk.
Allows you to sign, send, and manage agreements within a centralized space for all your documentation. It offers a secure, legally binding way to handle paperwork that needs signatures, saving you time on manual tasks. Because it's cloud-based, you can access from anywhere, on any device.
ESignature automatically creates a stylized version of your signature and your initials based on your name. You will be shown the default signature style, but you can also select “select a style” to see a wide variety of signature options. Stylized signature options vary in line thickness, width, and handwriting style.
How to Create a Contract Step 1: Set Up a Account. Step 2: Prepare Your Contract Document. Step 3: Add Recipients and Define Signing Order. Step 4: Add Fields for Recipients to Fill Out. Step 5: Customize the Email Message. Step 6: Send the Contract.
You can upload documents to a private location in Rooms that's only visible to you. Adding documents to My Docs stores them in a secure, convenient area so you can move or copy them to your transactions when you are ready.
You have a number of storage options Storing physical copies: Not only should you physically save signed originals in a safe place, you should store copies as well. Storing digital copies locally: Your signed contracts can be turned into PDF documents and stored in a safe, password-protected office computer.
Contracts in eSignature are stored indefinitely, unless the account has document retention set up, which will purge the envelope documents after a specified period of time.
Contracts in eSignature are stored indefinitely, unless the account has document retention set up, which will purge the envelope documents after a specified period of time.