How to send your document for signature?

To send your document to signature, you must first :

• Import the contract on the CLM or Draft the contract on the CLM
• Complete and finish your summary sheet 

Once these steps done, you can launch a validation/signature workflow.

To learn more about workflows on the CLM, see the dedicated article.

This article focuses on the settings of the signature launch :

• How to launch a signature workflow?
• How to add signatories?
• How to define the signature areas?
• How to personalize the signature message?

How to launch a signature workflow?

To launch a workflow:

• Open the document
• Complete the summary sheet and finish the summary sheet 
• Access the Workflow tab

To learn more about the steps forementioned, see the dedicated article. 

Once in the Workflow tab, you will face different options:

• You wish to send your document for validation/signature:
  • Select a standard workflow and add one or more validators and/or signatories;
  • Select a predefined workflow and add one or more validators and/or signatories;
    To learn more on the addition of validators/signatories, see the dedicated article. Once set up, you can directly go to the section on how to define your signature zones.
• You wish to only send your document for signature:
  • Select a predefined workflow, and one or more signatories.
    To learn more on how to add signatories, see the following section.

How to add signatories?

? Only some users can send a document directly to signature by using predefined workflows. To learn more on the roles and features available, see the dedicated article.

Once in the workflow tab, click on Personalized, then Signature and finally Electronic.

You will have to indicate :

• Name and last name of your signatory;
• The signatory's email - the document will be sent to that address for validation;
• The phone number for the dual authentication by text message (available if it has been previously activated);
• Add in copy a person, by indicating their name, last name and email address.
  This person will be notified, just like the signatory, of the signature request, and will receive a copy of the contract, once signed.
• Add a section to add a signatory and do the set-up for another signatory;
• Indicate whether the signatories sign one after another or not; 
• Finally, click on Validate and set signature areas.

How to define the signature areas?

At the next step, you will be invited to define the signature areas on your document and any complementary information.

To do so:

• Select your signatory in the dedicated drop-down list. You will have to define the signature areas and other complementary information for each signatory.

• When clicking in the corresponding section, you will be able:
  • Signature: click on Signature, then click on the area of the contract where you want the signature to be affixed, to add a signature area.
    Repeat the action to define more signature areas.
  • Date: click on Date, then click on the area of the contract where you want the date to appear.
  • Read and approved: Click on Read and Approved, then on the area of the contract you want the notion to appear.
  • Text: Click on Text, then the area of the contract you wish to add some text (for example for context). Must be filled by the person launching the signature process.
  • Text Area: Click on Text Area, then on the area of the contract you wish one of the signatories to enter some text. You can choose to add an indication of what is waited. 
  • Email: Click on Email, then the area of the contract you want the signatories to put their address emails.
  • Initials: click on Initials, then click on the area of the contract where you want your initials to appear. By ticking Apply on all pages, your initials will automatically be affixed on every page of the document.

How to personalize the signature message?

Last but least, you can personalize the email sent to the signatories, mainly the following information:

1. The Subject section corresponds to the subject of the email that will be sent.
2. The general message will be sent to all signatories. You can customize it.
3. Send personalized messages to each signatory.

Finally, click on Send, your demand is automatically sent, either for validation before signature, if the validation steps were defined as such, either directly for signature.

To learn more on how to sign a document on the CLM, see the dedicated article.

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