Quick Sign
Quick Sign is a simple and efficient way to send contracts for e-signature using a single intake form. It allows you to upload a PDF contract, attach the required stamp paper, and initiate the signing process quickly.
With Quick Sign, all your contracts are stored in one central location, making them easy to access, track, and manage according to your organisation’s workflows. This guide explains how to initiate Quick Sign and use its features for a smooth and efficient signing experience.
How to Initiate Quick Sign
Quick Sign allows you to quickly send contracts for e-signature by uploading a document, adding required details, attaching stamps, and setting up signatories all in one streamlined flow within Legistify.
Step 1: Navigate to Quick Sign
Click New from the top menu.
Select Quick Sign.
Choose the appropriate Contract Type from the list.
Step 2: Fill in Contract Details
In the Contract Details section, add the basic information for your contract:
Upload Contract Document (PDF)
Contract Name
Expiry Date
These details help identify and manage the contract throughout its lifecycle.
Step 3: Add Disclosing Party Details
Provide the required details of the disclosing party:
Company Name
Company Address
Attention Name
Attention Email ID
Authorized Signatory
Authorized Signatory Designation
Effective Date
This information is essential for legal accuracy and documentation.
Step 4: Add Stamp Details (Optional)
In the Stamp Details section, choose how you want to attach stamp paper:
Self Buy SHCIL E-Stamp
Procure an e-stamp directly through Legistify.
Use Stamp from Your Wallet
Attach a stamp that is already available in your stamp wallet.
Step 5: Add Signatories
Under Add Signatories, enter the details of all required signers:
Signer Name
Signer Email
Phone Number (if required)
Signature Format
Choose from:Virtual Signature
AADHAR (OTP-based authentication)
DSC (Digital Signature Certificate)
Signing Order
Define the sequence in which signatories must sign, if applicable.Add Signatories
Add multiple signatories as needed.Mailing List (CC)
Add email addresses of individuals who should be CC’d on contract-related communications.
Step 6: Add Labels and Followers
After adding signatories, you can further organise and manage visibility:
Labels
Click Label to add custom labels for easy organization, filtering, and reporting.Followers
Click Followers to assign users who can view or edit the contract and receive notifications once it is initiated.
Step 7: Submit the Contract
Once all details are completed:
Review the information.
Click Submit.
The contract will be initiated for e-signature.
After Submission
You can view and track the contract using details such as:
Template details
Contract stage
Title and Contract ID
Status, type, and subtype
Template name
Aging
Creation and modification dates
Requester
Labels and followers
By following these steps, you can efficiently initiate and manage contracts using Quick Sign, ensuring faster e-signatures and well-organised contract records within the Contract Management Tool (CMT).