If, after signature requests have been sent out, an alternatively signed copy is sent back over email, you can use the Upload Signed Document button to upload the partially or fully-executed PDF and, in doing so, automatically cancel the pending e-signature request(s).
After selecting the Upload Signed Document option, you will be asked to specify which signatures are included. Note: this part of the feature is only available on templatized workflows. For inbound workflows, you will need to upload the fully signed document.
Note: If a party other than the original signer designated in the launch form signs the agreement, you will still need to select the checkbox next to the original signer's name. At this time, there is not an option to edit or input an alternate signer name in the Sign step.
Once an agreement has been uploaded, the signature requests will automatically be canceled. If only one person has signed, you can collect the final signature(s) through your e-Signature provider by selecting Collect e-Signature. You will also have the option again to upload a signed document.
If you opt to collect e-signatures, you will be prompted to Place Signatures in the document for the remaining signer(s).
After all necessary fields have been added, click Finish & Request Signatures. Ironclad will then send a signature request to the designated signer(s) via your company’s e-signature provider.
