Your contract can be under signature outside DiliTrust for different reasons : it is being signed manually, the document was sent to signature by your counterparty, the document sent to signature through another tool ...
Follow the steps described in the article to monitor the follow-up of the signing process through DiliTrust.
By doing so, you will be able to update the document with its signed version while keeping its workflow information.
To monitor the document under signature outside DiliTrust on the platform:
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Start a workflowby:
- Uploading the document on DiliTrust
- Complete the summary sheet
- Click on the 'Workflow' tab
- Launch a personalized or a standard workflow - if needed
- Once you reach the step of setting up the sending in signature, choose the 'Manual' request for signature
- You will be invited to download the document to send it outside DiliTrust
Take notice that the document's status changed to manual signature, and you can now monitor it via the Projects tab.
- A new section will appear to allow you to upload the new signed version of your contract once every party has signed it.
To upload the signed contract, click on the insert "Drop document here > import" or drag and drop your contract in the dedicated area. Your document will be updated on DiliTrust and you can now add the signature date to it.
By doing so, you keep the validation steps, and you can follow up on the contract being signed outside DiliTrust.
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