The E-sign tab allows you to speed up the sales cycle by using digital signature agreements. This tab is available once your administrator has activated one of the E-sign services, such as the Scrive app.

To send a document via e-sign, complete the following steps:

1. Select the Sales & CRM tab.
2. Select the E-sign tab to open the E-signs screen.

   

3. Select +New e-sign.
4. If you have more than one e-sign service, select which one to use for this document.
5. In the Search Company window, select the Company for this document. Your recently visited companies are listed but you can enter a few characters of the company name in the Search field to narrow down your list of companies.
6. On the New e-sign window, you can drag and drop the document you want to e-sign or select Upload from Computer to locate it.
   

7. The Sender defaults to the current user, but you can select a different Sender from the drop down list.
8. If the sender must also sign the documents, turn on the toggle for The sender will also sign.
   
   

• Check the Email and/or the SMS box(es) to indicate how the document should be sent to the sender.
• To require the sender’s personal identification during the signing process, turn the toggle on for Will sign with Bank-ID.

9. Select the Recipients from the drop down list. You can select more than one recipient. For each recipient, indicate the following options:
• Check the Email and/or the SMS box(es) to indicate how the document should be sent to the recipient.
• To require the recipient’s personal identification during the signing process, turn the toggle on for Will sign with Bank-ID.
• If you need to remove this recipient, select Remove as Recipient.
  
  

10. The order in which you add multiple recipients is the order in which the document is send for signatures. This is useful if the sales manager wants to approve all e-signs before the document is sent to the customer.
11. Select an opportunity from the Related opportunity drop down list to connect this e-sign to an opportunity. If you started the e-sign from a specific opportunity, this field will be pre-filled.
12. To change the language for the e-sign user interface, select the Language from the drop down list. This choice does not affect the language of the document itself.
13. To save the e-sign without sending it, select Save at the bottom right of the screen. The e-sign will be available on the E-signs screen.
14. To send the e-sign, select Confirm & send.
15. In the confirmation window, review the recipients and select Send.
16. In the Sent e-sign window, you can review the status of pending signatures or select Revoke e-sign to cancel it. This window also opens when you select a specific item from the E-signs screen.