If you have the rights to publish from more than company use this to select which company you’d like your document to be sent from. Agreement Manager displays and searches for all documents you have the authority to see regardless of the company and will identify the company you published from under the Company column when you are looking at the document grid. If you only belong to one company it will appear as the default. When you save a template you must identify the company you want the template to be sent from however you may be able to change this at the time of publishing if you have the appropriate authority. One Per Person is used when you want to do a mass mailing (one document) to many individual recipients (one document each), but when you don’t want to go through the effort of setting up and publishing each individual document. It is akin to doing a “mail merge” where one document will be sent to each individual email address that appears in the To Field. Once you select this option “One Per Person” will appear as a drop down in the Signers list on the Signature Setup Panel. If you drop a One Per Person signature block onto a document, one document will be sent to each person in the To Field and the signature block will be replaced by their email address. If the documents you are sending need to be counter-signed by other parties you can also drop their signature blocks in place as you normally would. In this case the counter-signer will only be asked to sign where they were explicitly named and will be excluded from the One Per Person block. When you publish using One Per Person you will not see the published document in Agreement Manager until the individual clicks on the link to view the document. One Per Person also supports Signing Groups if you wish to create a simple workflow. As an alternative to One Per Person, you can also use Mass Upload to send to a large group of recipients all at once. Use Mass Upload if you need to change field data specific to each individual. If your company has purchased optional Salesforce.com integration you will be able to automatically add your contracts to your Salesforce.com account. If you have selected the Add to Salesforce flag, after you press Send Agreement, you will be prompted to select which Salesforce.com Account you want the contract associated with. Once chosen, the contract link will automatically be added to the account in Salesforce.com and you will be able to access the contract directly from within Salesforce.com by clicking on the link. Private Signatures is a document wide setting that prevents recipients from seeing the email addresses of the other individuals who have also been asked to sign the document. A recipient will see their own signature, but not the signatures of the other people being asked to sign. If a Signature Label has been setup (such as Tenant, or Spouse) the label will appear in place of the email address of the other recipients, otherwise the label PRIVATE will appear. Email addresses are also marked as Private in the Document Details, completion confirmation email and CC notification emails. Note that document publishers, and other within the company that have publishing rights, will see the email addresses of all parties. They are only hidden for recipients who do not belong to the company. Set up SignatureSignature Group is used to control the order by which recipients will receive documents for signature. All of the individuals within a group will receive requests for their signature at the same time, and only after their entire group has completed signing will the next group receive notification that it is their turn to sign. You can set up to 10 Signature Groups. Signature Groups are very useful for setting up workflows for approval. For example, a company using signature groups for approving purchase orders may choose to place the person submitting the PO and their immediate supervisor into Group 1, the divisional manager in Group 2 and the corporate controller in Group 3. In this case the corporate controller will not be notified of the PO until both Group 1 and Group 2 have signed indicating their approval. Signature Groups can also be used in conjunction with Edit Rules at the field level within forms. This combination will allow you to allow editing of fields only by specific groups. This is handy for “office use only” sections of documents. Signature Groups are visible within the Agreement Visualizer. To help you from
accidentally skipping groups the next group number in the sequence will not
appear in the drop down list until the prior has been used in the sequence. For more information, please visit Working with Signing Groups. Signature Labels can be used to help identify a signature using a different label other than the default email address label that is displayed. Labels will appear on each signature they have been applied to for all recipients other than the actual recipient signing the labeled signature. Signature labels are useful when specific workflows require a generic identity of the person signing an agreement. For example, a signature can have the label ‘Co-Signer’ in a case where a generic signature is used and the identity of the signer is not known until the contract is initiated. Signature Labels are also useful when used in agreements that have been marked as ‘Private’. By default Private agreements will automatically populate the Signature Label with ‘Private’ but this can be overridden with ‘Landlord’ or ‘Leesor’ for example. Note that the label is only displayed to publishers and recipients other than the person being asked to sign. The label will not appear for the individual for the individual matching the email address. This person will instead see their email address in place of the label, but will see the labels (for example "spouse") for all other persons being asked to sign. By checking Verify Identity, a third party authentication service (configured at the time of system activation) will be used to aid in confirmation of an individual’s identity at the time of registration. A fee will be charged to your company for using this service. Checking this box means that the recipient will be asked to enter additional personal information that will aid us in uniquely identifying them. Questions may range from information contained on government issued ID to questions from their credit history. We always respect the privacy laws of the countries we are transacting in. Privacy is important to us. We do not store any unnecessary personal data and these processes will not affect the recipient’s credit score, however our access to their credit file may be evident on their credit history depending on the type of identity service your company has subscribed to. |
Send Mail and Set-up Signature Panels |
