Quick Sign
Quick Sign is a streamlined process for sending a PDF file of a contract for e-signature. This feature allows users to upload a PDF, attach stamp paper, and send it for signatures directly from an intake form, ensuring a quick and efficient signing experience.
With Quick Sign, you can centralize all your contracts in one location, ensuring they are easily accessible and stored according to your company's standards and workflows. This guide will help you understand how to initiate Quick Sign and make the most of its features.
Steps to Initiate Quick Sign
Select a Template
Navigate to the "New" menu and select "Quick Sign."
A drop-down menu will appear with all available templates. Select the contract template that corresponds to the contract you are sending for e-signature.
Fill Meta Fields & Add Document
A page will open displaying relevant meta fields for the chosen template. These meta fields are based on the contract template provided by your company.
Key features of these meta fields include:
Labels: Titles indicating the type of information needed.
Mandatory Fields: Clearly marked (starred) areas that require user input.
Help Button: Provides guidance on filling in the fields with relevant information.
Fill out the customizable form to capture key values of the contract using the template workflow.
Upload the PDF File of the contract in the dedicated meta field. (as shown below)
Add Labels, Followers
Labels: Click "Label" to add custom labels for personalized organization and reporting, helping you sort and filter your contracts.
Followers: Click "Followers" to manage individuals who can view and edit the contract. Assign the contract to users who will be notified once the contract is initiated.
Add Signatory Details
In the "Add Signatories" section, fill in the required fields including:
Signer Name: Enter the names of the signatories.
Signer Email: Enter the email addresses of the signatories.
Phone Number: Enter the phone numbers of the signatories if required.
Signature Formats: Choose from Virtual Signature, AADHAR (with OTP authentication), or DSC (Digital Signature Certificates).
Signing Order: Set the order in which signatories will sign the document if needed.
Add Signatories: Click to add multiple signatories if required.
Mailing List: Add details of people to be CC'd on the email.
Add Stamp Details
Attach Stamp Paper:
Self Buy SHCIL E-Stamp: Procure an e-stamp directly from Legistify.
Use Stamp from Your Wallet: Add the stamp if available from your wallet.
Submit the Contract
After completing the meta fields and adding signatories and stamp details, submit the form.
The contract will be initiated.
You can view contract details such as template details, contract stage, title, ID, status, type, subtype, template name, aging, creation, modification dates, requester, labels, and followers.
By following these steps, you can efficiently manage and streamline the process of sending contracts for e-signature using Quick Sign. This ensures all your contracts are properly organized and accessible within the Contract Management Tool (CMT).