Before your start creating eSignature envelopes, a simple one-time set-up is required. It’s very easy to connect your Contractpedia account with your DocuSign account and here is an article that explains what you need to do: How to set-up the DocuSign-Contractpedia integration
Once you’re done, you can start creating eSignature envelopes. From the Navigation menu in Contractpedia, click on eSignature and then click + to create a new eSignature envelope. Fill out the following information:
Name*: The name given to the eSignature envelope. For example, “Service contract”. Then, click Save and Continue.
Add documents*: Upload your document(s) that will be signed electronically, either by dragging and dropping or by browsing the files on your computer.
Add recipients*: Add recipients here. For each person, enter their Name, Email and choose Recipient type. There are several types of recipients: Needs to sign – that the person is required to take action. Receives a copy – this is equivalent to cc’ing someone on an email. Needs to view – the recipient must open and view the document for the envelope to be completed. However, they don’t need to sign the document(s).
To add a new recipient, click +. You can update the default message that will be sent to the email recipients.
Add message: Optionally, you can customize the message that will be sent to the email recipients.
When you’re done, click Next.
Add signing fields*: The Fields Palette will appear on the left and your document(s) in the center. Here you can add signing fields. The recipient name is displayed in the Recipients List. To assign a signature or other field for the recipient, click and drag a field from the Fields Palette and place it on the document. When you are ready, click Send.
Once you click Send the email recipients will receive an email with a link to review and sign the document(s). You will be returned to Contractpedia and you can track the status of the envelope from this screen that you see here above. This is the eSignature list.
When all parties sign the document(s), the status will change to Completed. Then, you will be able to either add this eSignature envelope to an existing Contractpedia contract record or create a new one. To do this, click on Actions next to an eSignature envelope and choose + New Contract or Add to Contract. If you click Details you can more about this eSignature envelope.