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 1. Ironclad
 2. Workflows
 3. Signature Collection

In this Section
 * Revert a Workflow to the Review Step
 * White Ink in eSignature Contracts
 * Manage Signatures During the Sign Step
 * Reassign Signers for eSignature Integrations
 * Sequential Signatures Overview
 * Collect Signatures Online
 * Upload Signed Documents
 * Send Private Messages and Add CC Recipients


MANAGE SIGNATURES DURING THE SIGN STEP

FollowNot yet followed by anyone
Manage a Signature Packet
Update/Reassign a Signer
Add/Remove a Signer
Add/Resize Signature Tags During the Sign Step

THIS TOPIC WILL WALK YOU THROUGH HOW TO MANAGE SIGNATURES IN WORKFLOW DESIGNER.

 

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MANAGE A SIGNATURE PACKET

When your workflow template is set up to require approval to send out for
signature, the signature coordinator is designated to send out the agreement for
signature. During the Sign step, the signature coordinator can:

 1. Prepare the signature packet.
 2. Upload the signed packet.
 3. View the signature packet document.
 4. Download the partially signed signature packet as a PDF.
 5. Download the signature packet as a PDF.
 6. Cancel the signature packet.




 1. If you want to view the signature packet documents, click the down arrow
    next to the Upload signed packet button > View Signature Packet documents.
 2. If you want to download the partially signed signature packet as a PDF, at
    least one (but not all) of the signers needs to have signed. Click the down
    arrow next to the Upload signed packet button > Download Partially Signed
    Packet (PDF).
 3. If you want to download the signature packet as a PDF, click the down arrow
    next to the Upload signed packet button > Download Signature Packet (PDF).
 4. If you want to cancel the signature packet, click the down arrow next to the
    Upload signed packet button > Cancel Signature Packet. Provide a
    cancellation reason. Click Confirm packet cancellation.

 

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UPDATE/REASSIGN A SIGNER

Required Role: Signature Coordinator
Even if your workflow template is set to automatically send your signature
packet out for signature once all of the approvals are collected, signature
coordinators can still edit signers. If you edit the signers after a signature
packet has already been sent out, the signature packet is canceled.

 1. To update a counterparty signer’s information, click the three stacked dots
    next to the signer, and then click Edit. Update the existing signer’s
    information, or add a new signer’s information. Provide a reason for the
    update. Click Save signer.
 2. To update a company signer, click the three stacked dots next to the signer,
    and then click Edit. Select a new signer from the dropdown. The options in
    the dropdown are designated in the workflow template, so if a group or
    individual users are assigned the company signer role in the template, they
    are included in the dropdown. Provide a reason for the update. Click Save
    signer.
 3. Changes for both of these steps are documented in the Activity Feed. After
    you finish your updates and reassignments, you must manually send the
    signature packet out for signatures by clicking Prepare signature packet.
 4. Once the signature packet is sent out, the first signer is labeled Out for
    signature. Once they sign the signature packet, they are updated to Signed
    and the packet is automatically sent to the next signer.

 

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ADD/REMOVE A SIGNER

Required Role: Signature Coordinator


 1. In the Signers section, click Add signer.
 2. To add an additional counterparty signer, enter the signer’s name and email.
    Add a comment describing why you are adding the new signer, and then click
    Add signer.
 3. To add an additional company signer, enter the signer’s role name, and then
    click the Signatory dropdown. Select the user you want to add. Click Add
    signer.
 4. After you add the new signer, you must place signature tags.
 5. If you want to remove a signer, click the three stacked dots next to the
    signer you want to remove, and then click Remove signer.

 

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ADD/RESIZE SIGNATURE TAGS DURING THE SIGN STEP

Required Role: Signature Coordinator
When you launch a workflow and select Counterparty Paper as the paper source,
the signature coordinator is prompted to place signature tags during the Sign
step.

Ironclad will always prompt the signature coordinator to place tags on your
counterparty paper, even if they have signer role tags already placed. This is
to ensure that the correct tags are placed and correspond to the roles that are
directly available in the workflow template used.

If you want more information on how to optimize your document for signatures,
refer to Format Microsoft Word Documents.


 1. Click Place Tags.
 2. Drag and drop the tags for each signer from the left panel to where you
    would like the signature blocks to be. The box surrounding the tag
    represents the fields that your recipient will see.
 3. To resize a tag, hover over the bottom right corner; an arrow displays.
    Click and drag to adjust the width and height of the box.
    
    NOTE
    The white box represents where the tag will render. The purple identifier
    tag will not be displayed when the document is sent out for signature.
 4. Placed tags are required by default, but can be made optional by selecting
    the tag and clicking Make optional. You can make optional fields required by
    selecting Make required.
 5. To add an initials tag to the document, drag and drop an Initials tag from
    the left panel to the document.
 6. Click Prepare Signature Packet and you are prompted to send out the
    signature request.

 

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RELATED ARTICLES

 * Configure Signatures
 * Reassign Signers for eSignature Integrations
 * Sequential Signatures Overview
 * Send Private Messages and Add CC Recipients
 * Cancel Signature Collection and Make Additional Edits


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RELATED ARTICLES

 * Configure Signatures
 * Reassign Signers for eSignature Integrations
 * Sequential Signatures Overview
 * Send Private Messages and Add CC Recipients
 * Cancel Signature Collection and Make Additional Edits

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