Agreements: Requesting a Signature "Send to Sign"

Send to Sign:

Before we jump into our "Send to Sign" functionality, it's important to understand the two roles you can have within the platform. 

Collaboration Roles:

Within the project, the person who sends the invite is designated as the Project Owner. The person who receives the invite is a Collaborator. 

Here’s a breakdown of the roles and processes within the collaboration section:

• Project Owner:

  • The person who sends the invite becomes the Project Owner.
  • Only the Project Owner can send the document to the Send to Sign stage to request signatures.
  • After collaborators indicate they're ready, the Project Owner is responsible for signing last to finalize the document.
  • Once both signatures are completed, the document is marked as Complete, and no further edits can be made.

• Collaborators:

  • Collaborators can indicate they are ready to sign by clicking the Ready to Sign button.
  • They will sign the document first when ready.
  • After signing, the platform will notify the Project Owner that the Collaborator's signature is complete and that the Project Owner can now sign.

Process Overview:

1. Project Owner invites collaborators.
2. The Collaborator review and click Ready to Sign when they've reviewed the document and are ready to sign.
3. The Project Owner receives notification the Collaborator is ready to sign and sends the document. The document is locked and additional edits can not be made.
4. The Collaborator always signs first.
5. The Project Owner signs last to finalize the document.
6. The document is marked as Complete and locked for further editing.

This process ensures clear ownership and accountability while making sure all parties are properly informed and involved throughout the collaboration.

Important: Only the project owner can send a "Send to Sign" request. The project owner is the person who starts the project.

Overview:

The "Send to Sign" functionality allows the project owner to send documents for signature efficiently. This feature is designed to facilitate the signing process within the platform.

Functionality:

1. Initiate Request: The project owner clicks the "Send to Sign" icon in the right menu next to the legal document.

2. Enter Signatory Details: A prompt box will allow the project owner to input the desired signatory's email address.

3. Send Request: After entering the email address, the project owner clicks "send." A request for signature is then sent to the specified collaborator's email address.

4. Notification: The collaborator will receive an email notification and an alert that their signature is requested. 

5. Send Reminder: The project owner can click "Send Reminder" to send the collaborator a reminder notification (email and dashboard notification) to sign the document.

6. Project Status Update: Users will see the "Send to Sign"project status change from an airplane icon with an orange border to a filled icon with a checkmark within the document update, indicating that this step has been completed within the project.

Benefits:

• Efficient Workflow: Simplifies obtaining signatures, saving time and effort.
• Real-Time Notifications: Ensures the requestee is promptly informed of the signature request.
• User-Friendly Interface: Designed to be intuitive and easy to use.
• Project Tracking: Provides visual confirmation of completing the "Send to Sign" step, enhancing project management.

This functionality is a key tool for managing document signatures within the platform, ensuring a smooth and organized process.