Overview: For Workflow Designer templates, you will now be given the ability to adjust, cancel, and resend Signature Packets at the Sign step of your workflow. Below we have broken up the steps based on the template set up which is unique to each Workflow Design.
Note: Signer Name and Title information will no longer pre-populate in the document until after Signatures are collected to allow for flexibility with Signer reassignment as needed.
- Approval Required to Send Out For Signature
- Automatically Send Out For Signature
- Add or Remove Signers
- Send Out For Signature When Paper Source is Counterparty Paper
- Uploading Partially Signed or Fully Signed Document
- Cancel Signature Packet
- Reset Signature Packet
Approval Required to Send Out For Signature
When your template is set up to “Require Approval to send out for Signature,” the Signature Coordinator will be designated to take action to send out the agreement for signature. At the Sign step, the Signature Coordinator can
- Upload signed packet
- View Signature Packet documents
- Download Signature Packet as a PDF
- Send Signature Packet
To access all these actions, click the down arrow next to “Upload signed packet” button.
The Signers block will show as so, with clear labels on what actions have or not have yet been taken.
If the Signer information needs to be adjusted for any reason, the Signature Coordinator can adjust both the Counterparty Signer and the Internal Signer on this page.
To change the Signer’s information, click the ellipsis ellipses next to each name to make adjustments. For the Counterparty Signer, the fields will be free text fields for both Counterparty Signer Name and Counterparty Signer Email.
The Signature Coordinator can adjust both the Name and Email of the signatory, provide a reason or leave a comment for why this change was made then click ‘Save signer’ to update.
For the Company Signer, click the ellipses next to the current signer’s name, and select from the dropdown options to reassign internally. These options are designated at the template, so if a group or list of individual users is assigned to the role of Company Signer at the template, you will be able to reassign this role to another user in that list.
Note: This selection for reassignment is limited to the group or users assigned to this role at the template. No other users can be added or reassigned to Sign.
Once the Company Signer is adjusted as needed, provide a reason or leave a comment for why this change was made, and then click ‘Save signer’ to update.
These changes will be documented in the Activity Feed as well as updated under the Signers field. Once the signatories are assigned correctly, the Signature Coordinator can ‘Send Signature Packet.’ Ironclad will ask that this be confirmed:
Click ‘Confirm signers and send.’ Once the Signature Packet has been sent, the status will be updated in the Signers list for the first signer as “Out for Signature.” Additionally, the Status of this workflow will be updated at the top of the page.
Once the signatory signs, the status will be updated to “Signed.” And the signature request will be automatically sent to the second signer.
Automatically Send Out For Signature
When your template is set up to automatically send out for signature once all Approvals are collected, the Signature Coordinator will still have the ability to Edit Signers. Editing Signers once a Signature Packet has been sent out will cause the current signature packet to be canceled automatically.
Select ‘Save signer’ and you will be required to confirm this change as it will affect the currently assigned signatories.
Once the current Signature Packet is canceled, the Signature Coordinator will be required to ‘Send Signature Packet’ manually.
Add or Remove Signers
The Signature Coordinator can click +Add Signer underneath the Signers section to include a new Counterparty or Company signer.
To add an additional Counterparty Signer, input the information of the new Signers Name and Email, leave a comment and click Add Signer.
To add an additional Company Signer, click to your Company Signer section,
The Signatory dropdown for your Company signer will include all members currently on Ironclad.
To remove a signer click the 3 dots next to the signer's name, and Remove signer.
- Upon removing a signer, and without having added any signers or additional documents uploaded in the Review step, the signature request can be sent without having to place tags.
- Upon adding a signer, the Signature Coordinator will be required to place tags.
- If no additional documents were uploaded in the Review step, removing all added (i.e. non-original) signers will return to the original state in which embedded tags are used, and the user will not be required to place tags.
Send Out for Signature When Paper Source is Counterparty Paper
When a workflow is launched and the Paper Source selected is “Counterparty Paper,” the Signature Coordinator will be prompted to place signature tags at the Sign step.
Once 'Place Tags' is selected, the Signature Coordinator will need to drag and drop tags for each signer.
Drag and drop the necessary fields from the left-hand side panel into the Signature Block. You can also resize each block by hovering to the corner of the tag and adjusting the length.
Note: You now have the option to include initial tags when placing signature tags on the document.
After setting the Signature Tags, you can select ‘Send Signature Packet’ to send out this signature request.
Uploading a Partially or Fully-Signed Packet
To upload a signed packet, either partially signed or fully executed, select ‘Upload signed packet’ on the workflow. Once you upload the document, you will be redirected to Preview the document as well as select who has signed this copy.
When uploading a partially-signed packet, after selecting the signers, you will then need to place tags in order to collect the remaining signature.
Note: Uploading a partially-signed packet will not cancel the current signature request, unless using AdobeSign.
If you are uploading the fully executed packet, you will still proceed to identify the signers of the document, and then can either proceed directly to Archive or just save the current packet.
Select ‘Confirm and Proceed to Archive’ to push the workflow through to Archive automatically.
Note: Uploading a Signed Agreement will automatically require that the workflow be approved before Archiving.
Selecting ‘Confirm and proceed to save packet’ will allow you to check the document that was uploaded once more before moving to the Archive step. Here the Signature Coordinator can confirm that the signed document is correct, and the workflow can proceed to Archive.
Cancel Signature Packets
If for any reason the current Signature Packet needs to be canceled, the signature coordinator can do so by selecting ‘Cancel Signature Request.’
Reset Signature Packets
The Signature Coordinator can also ‘Reset Signature Packet’ to its original state when the workflow first entered the Sign step.
This will void any signatures that were already collected or uploaded into the workflow, and begin the signature process from scratch.