Create Signature

To send a contract to an employee or contact person, follow these steps:

1. Click on the "Communication" menu item.

2. Click on "IntraSignature."

3. Click "Create Signature" in the top right corner.

4. Select the employee or contact person and click "Next."

5. Choose a file from your computer or use one of your contract templates.

• If you are using a contract template with optional recipients and/or co-signers, you can select them in the following two steps.

Read more about contract templates here.

6. Confirm your selections and click "Send." 

Once the contract is signed, the document will be stored under the employee's profile under "Files." The employee will be able to access and download it.

Overview of Signatures

When you send a signature request to an employee/contact person, it will appear in the list of sent signatures.

You can find the signatures under the menu item "Communication" -> "IntraSignature."

Here, you will see the status of the signature: whether it is signed, expired, or pending.

You can also view the recipient and co-signer of the contract, the date it was sent, and the expiration date for signing. Additionally, you can see the exact time the contract was signed.

You also have the option to click the "View" icon for a detailed overview of each sent contract.

Detailed View of Individual Signatures

When you open an individual signature, you will get a clear overview of all signatures associated with the sent contract.

You will also have the option to download both the template and the signed document, including all intended signatures.