QRG - Sending an eSign Request

QRG - Sending an eSign Request

The purpose of eSign is to solicit, gather, and return electronic signatures on documents. There are three ways in which eSign can be used in Ntracts:

      1) Within a workflow where the document will be saved to a contract record

      2) Standalone document (eSign Workflow in the Start menu) that is not associated with a contract request or contract record

      3)  Document (started from gear icon in Contracts app) that is associated to a contract record

The process begins with creating the eSign envelope by selecting the document(s) and signatories. The eSign request is delivered via email address.  Once all signatures are collected, the originator and signatories will receive an email that includes a link to the signed document(s).

 eSign Note: Configuration selections and vendor updates may cause slight variations in the screens and options displayed in this guide.



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