How to prepare a contract for signing using Aadhaar eSign

Learn how to prepare your document for signing with Aadhaar eSign services.

Aadhaar eSigning enables you to collect UIDAI-verified signatures, enhancing both the security and validity of signatures for Indian counterparts. Here’s how you can prepare your contracts for signing using Aadhaar eSign: Step 1: Click on “+” New and select “Send for signature”

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Step 2: The Upload Contract modal opens up, where you can upload up to 5 contracts for signature in the doc, docx, or PDF format.

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The maximum supported file size for uploads is 30MB per file. If you need to upload a larger file, we recommend using a file compressor. This will help ensure a smooth uploading experience.

Step 3: In the second section, for additional data, input contract information like Contract Type and counterparty Name and choose your own Organization Entity for this deal.

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You can add up to 10 counterparties for a single contract. To capture additional information, set up intake Forms for the relevant contract types.

Step 4: Click on “Prepare for Signing” button under the Contract Status card to assign signatories and relevant fields for execution.

Step 5: Click on Add Recipients in the first section to assign stakeholders. Add the name and email of the Signatory, Approver, and Receiver for your organization and the Counterparty. Click on Save Changes when done.

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Step 6: In the Prepare for Signing side pane, click on the “Edit” button next to the eSigning service

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  • Select “Aadhaar eSign” from the drop-down.
 
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Step 7: Assign signature blocks to the document for your organization’s signatory by dragging and dropping the signature block onto the correct spot in the contract.

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Step 8: Add any additional notes (optional) for all the signatories and other recipients. Click on "Review & Send," and the signatories will receive the invite to sign the contract via email.

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Aadhaar eSigning services need to be enabled on your workspace for you to start using it; reach out to your CSMs today to get started!
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Last updated on September 29, 2023