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. 
   

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. 
   

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.

Delegate Signing to a Different Member

1. Open the email received from the contract owner.
2. Click the Start Signing, you will be redirected to a Document Info page.
3. Click Send OTP, if Recipient authentication is enabled.
4. Enter the OTP received, then click Proceed to document.
5. Click More Actions at the top-right corner, then choose Assign to someone else from the dropdown menu.
6. Enter the required information in the Email, Name, and Reason fields.
7. Click Assign. 
   

Note: Once the document has been assigned to someone else, the former recipient will only be able to view the document and cannot perform any signing action. 

Decline Signing a Contract

1. Open the email received from the contract owner.
2. Click the Start Signing, you will be redirected to a Document Info page.
3. Click Send OTP, if Recipient authentication is enabled.
4. Enter the OTP received, then click Proceed to document.
5. Click More Actions at the top-right corner, then choose Decline from the dropdown menu.
6. Enter the reason for declining the contract signing in the Decline window.
7. Click Decline.