Obtaining a Signature Offline

Obtaining a Signature Offline

Download Document

  1. Select the Contracts tab at the top of the page.
  2. Click to open the record that you want to proceed with.
  3. Click the  More actions menu, then choose Download Document.
  4. Choose your preferred Download Format in the Download Document pop-up window, then click Download.

Upload Signed Document

  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract in the Negotiated state that you want to mark as signed.
  3. Click Upload Signed Document at the top. 
  4. Upload the Signed Contract and the Digi Sign Certificate (Optional) that you have received from the counterparty, then choose the Contract Signed Date
  5. Check the Add Signer Details checkbox to add the signer details.
  6. Choose the signers from the respective dropdown list under Organization Representatives and Counterparty Representatives to add signers from your organization and the counterparty. 
  7. Click  Add to add the Other Representatives, then enter the names and email addresses under Other Representatives to add any other signing representatives outside your organization or the counterparty.
  8. Check the Set Signing Order checkbox if you want to set a signing order.
  9. Click Upload once you have updated all the details. 

Notes
Note:
  1. You can upload signed documents for the contracts that are in the following statuses:
    1. Negotiated
    2. Approved (If negotiation is skipped)
    3. Draft Completed (If there is no approval process and the negotiation is skipped)
  2. Once the contract is sent for signature through online methods, uploading a signed document is not allowed.
  3. Upon uploading the signed document, the contract automatically moves to the Active status when the effective date is the execution date, today’s date, or a past date.

Re-upload Signed Document

  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract in the Signed state that you want to re-upload the signed document.
  3. Click the  More actions menu, then select Re-upload Signed Document
  4. Upload the Signed Contract and the Digi Sign Certificate (Optional) that you have received from the counterparty, then choose the Contract Signed Date
  5. Click Upload once you have updated all the details. 
Notes
Note: You can re-upload the signed document while the contract is in the Signed state, provided it has not yet moved to the Active status.