Setup a Default eSigning Process
Define the eSigning process and services for your contract types across business entities
To make your eSigning experience seamless and efficient, define the process on SpotDraft in a few easy steps.
The prerequisites
- Admin rights to your SpotDraft workspace
- Contract types set up on your workspace (check out how to do this here)
- eSignature integration live**
** If you sign contracts using an eSigning service, integrate with SpotDraft for a seamless experience
Setup Guide
Step 1:
Open the ‘Manage’ section on the nav bar and click on ‘Contract Settings’
Step 2:
Select the required contract type from the list and navigate to the ‘Signatories’ section
Step 3:
Click on the business entity for which you’re defining the signing process
Signature settings for the entity are split into the following two sections:
Signatories’ Settings
- If you have an eSigning integration live, click on the ‘Edit’ button for the Default eSignature Service dropdown and select your integrated service
- Click on this button and assign a default signatory from your organisation. In case of their absence, this can be manually reassigned.
- To set a signing order, enable this toggle and assign an order in which the creator and counterparty receive contracts for eSigning.
Signature Setup
- You can make signatures/initials mandatory on every page of a contract by enabling this toggle.
- Business Users can prepare a contract for signing by default. To allow contract editors or workspace admins the right to prepare documents for eSigning, enable the toggles shown below:
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Last updated on August 21, 2023