You can access the contract signing interface from three places: the workflow itself, the email sent to you with the signature packet, or directly from the Dashboard. Signing from the Dashboard can eliminate unnecessary clicks and streamline your workflows.
Use Case
At Classics Inc., contract managers often need to sign agreements quickly to keep business moving. When a new contract is ready for signature, a manager receives an email with a signature packet and also sees the workflow listed on their Dashboard. Instead of searching through emails or navigating into the workflow details, the manager clicks the “Sign” button directly from the Dashboard’s quick-view panel. This takes them straight to the signing interface, allowing them to complete the process efficiently and continue focusing on other tasks. By signing from the Dashboard, Classics Inc. saves time and ensures contracts are executed without unnecessary delays.
Permissions
| Features | Dashboard, Workflows |
| Permissions | To view the button from the Dashboard, it must be your turn to sign the contract. |
Sign a Contract from the Dashboard
You can access the “Sign” button from the Dashboard when a workflow requires your signature. When you open the quick-view panel for an applicable workflow, the “Sign” button will appear. Clicking it takes you straight to your configured signing interface. The button only displays when the workflow is ready for signing.
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