Sending a Contract for Signature in SpotDraft Native E-Sign

How to Send a Contract for Signature via SpotDraft Native E-Sign

SpotDraft's e-signature feature makes it easy to send contracts for digital signatures, streamlining your workflow and enhancing security. This guide will walk you through the process of sending a contract for signature within SpotDraft.

Step 1: Upload the Contract

1. Locating the +New Icon: From the navigation menu, Click on the +New icon
   
   
   
   
2. Send for Signature: Click the "Send for Signature" button.
   
   
   
   
3. Upload the Contract: Click the "Select Files" button and select the contract document from your computer. SpotDraft supports .doc, .docx, and .pdf file formats.
   
   
   
   

Step 2: Add Additional Data

1. Contract Type: Select the appropriate contract type from the dropdown list. This helps categorize your contracts and ensures consistency within your SpotDraft repository.
2. Counterparty: Choose the counterparty from the provided list. You can also add a new counterparty by typing their name and email address in the provided field.
3. Organization Entity: Choose the relevant organization entity from the dropdown list. This helps identify the specific organization associated with the contract. 
4. Stamps(optional: only for Indian entities): Upload the stamp you want to be affixed at the top of the contract after it is uploaded.
5. Approvals(optional): You can collect pre-signature approvals before sending the contract out for signatures.

Click on the “Upload” button at the bottom of the window to upload the contract.

Step 3: Prepare for Signing

1. eSignature Service: Ensure that eSignature Service is set to SpotDraft Sign.
   
   

2. Manage Recipients: You can add signatories (recipients) to the contract using the "Add Recipient" button.
   Note: Each recipient should be associated with a specific party (e.g., "Acme Corporation").
   
   
   
   
3. Add Recipient: Click the "Add Recipient" button. In the pop-up window, select the appropriate party and recipient type (e.g., Signatory). Enter the recipient's email address and name, and add a note if necessary. 
   1. Save and Add Another:  This option allows you to add the current recipient to the list and keep the side sheet open so you can add more recipients.
   2. Save and Close: This option saves the current recipient to the list and closes the side sheet.
      
      
4. Delete Recipient :To delete the recipient, hover over the recipient, click the delete button, and then confirm the action.
   
   

Step 4: Assign Fields 

1. Drag Drop Field Fields: On the "Assign Fields" screen, drag and drop the desired fields (e.g., signature, initials, date, name, job title, checkbox, etc.) onto the contract page. You can also use the "Clear Fields" button to reset the assigned fields.
   
   
   
   
   
   Note:- To proceed with preparing the contract for signatures, make sure to assign fields to all the signatories of the counterparty. If this isn't done, you will be blocked from moving to the next step
   
   
   
   

Step 5: Review and Send

1. Review: Carefully review the assigned fields and recipient information to ensure accuracy.
   
   
2. Send For Signing: Once you're satisfied, click the "Review & Send" button to send the contract for signature.
   
   
   
   

Pro Tip:- You can set up a default eSignature Service for contracts on the Contract Type level. To go to a contract type click from side navigation menu Click on Manage → Contract Types → Signatories

Note:- For a newly created contract type, the Business User, Editor, and Admin have default access to prepare the contract for signing. If you want to change this, go to Contract Type --> Signatories --> Select Entity --> Signature Setup, then toggle off access for Admin or Editor based on your needs.

Conclusion:

Once the contract is sent, its status will update as each recipient signs. The process is complete when all recipients have signed.