Sending a Contract for Signature in SpotDraft via Aadhar E-Sign

How to Send a Contract for Signature

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. 

Click on the “Upload” button to upload the contract.

Step 3: Prepare for Signing

1. eSignature Service: Ensure that eSignature Service is set to Aadhar E- Sign. Note that Sign Order is by default enabled when signature service is Aadhar E-Sign.
   
   
   
   
2. Manage Recipients: After you click the "Upload" button, you'll be taken to the "Manage Recipient" screen. Here, 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.
   
   
   
   

Step 4: Assign Fields 

1. Drag Drop Field Fields: On the "Assign Fields" screen, drag and drop the signature fields (By default, the Signatory's Name and Date Signed are part of the Aadhaar signature. The Aadhaar eSign service only supports the signature field) onto the contract page.You can also use the "Clear Fields" button to reset the assigned fields.
   
   
   
   
   

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.
   
   

Conclusion:

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

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

FAQs

How can I enable Aadhar E-Sign for my workspace?

To enable Aadhar E-Sign for your workspace, please contact your Customer Success Manager (CSM). Note that Aadhar E-Sign is a paid integration.