This topic will walk you through how to collect signatures online.
In most workflow templates, once all of the approvals a collected, Ironclad automatically sends signature requests to the designated counterparty and company signers via your company’s E-signature provider.
Some inbound workflows have the signature order already built-in and the information auto-filled. Generally, though, you must specify the order of signers for inbound workflows. The order in which you add signers in the Sign Document window is the order in which the requests are sent out.
- After your document is approved, you can either upload a fully signed agreement or click Prepare Signature Packet.
- Confirm the packet recipients and details and then send the signature packet to the appropriate parties. The signers are defined in the workflow build and the default signing workflow can be changed if needed.
- To collect additional signatures, click Add Signer. (Some workflows have sequential signatures enabled, meaning the order in which you add signers matters). Enter the signer role name, name and email of each signer, and define whether they are for the counterpart or your team. Then click Add Signer.
- Use the workflow’s Signers list and Activity Feed to track when a signature request has been viewed and who has the responsibility of moving the process forward.