From ICIHelp8.1
Revision as of 06:31, 6 September 2019 by IDT-1 (Talk | contribs)

Jump to: navigation, search

Using Adobe Sign

Sending an Own Paper Agreement for Electronic Signature

Electronic signatures are done through Adobe Sign (or DocuSign). External signatories can choose one of these applications if they wish to do electronic signatures. Refer to Sending an Agreement for Third Party Signature  for details on sending the Agreement to external signatories.

To sign an Agreement electronically:

1. Open the e-mail you receive from Adobe Sign (or DocuSign).

2. Click Review Document. The Please review & Act on These Documents window opens.

RTENOTITLE

3. Select the I agree...check box and click Continue.This enables the Fields menu in the left panel.   

RTENOTITLE
 
Note: If you are using Internet Explorer, click Allow at the tracking physical location message. In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.

4. Click Sign next to Signature. The Adopt Your Signature window is displayed if you are signing the document for the first time.

RTENOTITLE
 
Note: If you have signed before, the system inserts the signature that you used when you signed for the first time.

5. Verify your Full Name, Initials, and Signature. Your Full Name and Initials appear as they are entered at the time of your user creation process. 

RTENOTITLE
 
Note: You cannot change the signature style once it appears on the document.

6. Click Finish. You receive a notification stating your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An e-mail is sent to the internal signatory.

Note: Internal Signatory can follow steps 1 to 9 to sign the Agreement electronically. Once signed, the status of the Agreement changes to Executed.  A notification email is sent to the Primary Owner, Internal Signatory and External Signatory.

7. Verify your signature on the Select Style tab:

  • Click Change Style to change the style of your signature and initials. This displays a list of alternate styles. Use scroll arrows to scroll through the signatures. Select from the list of styles.
  • Alternatively, click the Draw tab to draw your own signature. Click Clear to clear the signature.

8. Click Adopt And Sign. The Signature and Initials appear on the document.

All Executed Agreements signed using Adobe Sign, include an audit log of key details in the signature flow, such as: 

  • The specific actions performed, such a document created, emailed, viewed and electronically signed
  • Name of the user that performed these actions
  • Time stamp of when those actions were completed
  • IP address of the user that completed the actions

This feature is disabled by default and can be enabled from the Global Account Settings of Adobe Sign.

Sending an Agreement for Third Party Signature

After an Agreement is approved, the Primary Owner can send it for external signature. 

Note: For the Agreements that are signed outside ICM, you can choose to skip the Signature workflow manually, by selecting the Fully Signed option from the Signature Type drop-down list on the Create Agreement page. This moves the Agreement from Approved to Executed state directly without clicking on the Send for Signature button. If there are approvers, the Agreement moves to Executed state after the last approver approves it. This option is available while creating Agreements, Assignments, Amendments, and Termination Agreements, if configured in the Contract Type.

 

RTENOTITLE
 
External signatory can choose to sign the Agreement:
  • Manually: the primary owner emails a PDF of the agreement to the external signatory. The signatory prints the document, signs it and emails back a scanned copy. The primary or secondary owners upload the signed copy of the agreement into ICM, at which point it's status becomes executed.
  • Electronically: ICM uses Adobe Sign and DocuSign for electronic signatures.

To send an Agreement to an external signatory, click Send For External Signature in the <a href="Agreement%20Details%20Page">Agreement Details Page</a>. The External Signatory receives an email from Adobe Sign or Docusign in the following format:

 
RTENOTITLE

The status of the Agreement changes to Waiting For External Signature.

Sending an Agreement for Wet Signature using Adobe Sign's- Print sign and upload option 

Adobe Sign provides users the capability of signing documents manually using the Print, sign and upload option. However, earlier when the agreement document was wet signed and uploaded, it did not get synced back to ICM, and the agreement would get blocked in that state. With this release, ICM supports syncing back the signed agreement document and changed status, so that the user can proceed with the workflow as expected.

Note: 

  • If the Wet Signatures Only option is selected, then system mandates all the users to sign the agreement document using the Print, sign and upload option of Adobe Sign. 
  • If the Wet Signatures Only option is not selected, then users can either sign it electronically or use the Print, sign and upload option to sign it manually. However, in this case if any user signs using the Print, sign and upload option, since all the signature tags will be lost, Adobe Sign will add an additional page to the end of agreement document that will have signature tags for subsequent signatories who are yet to sign.
  • Attribute sync back to ICM will only work for the first signatory. Once Adobe Sign’s Print-Sign-Upload option is used, attribute tags are not available for subsequent signatories who are yet to sign the document.
  • In case of parallel signatures, the wet signature option is not applicable. If the Wet Signature Only option is selected, then the agreement will be stuck in the Approved state. 

To send an Agreement for Wet (manual) signature: 

1. Select Agreement Management on the Dashboard. The Agreement Management page opens. 

2. Click Create Agreement on the Agreement Management page. The Create Agreement page opens. 

3. Click Create and Send for Approval. The Agreement is sent to the selected Signatory and the Agreement status changes. 

4. On receiving the Agreement, the signatory has to click the Click here to review and sign hyperlink. The Adobe Sign page opens displaying the Agreement sent for Signature.

RTENOTITLE
 
5. Click the Print, sign and upload option from the Alternative actions drop-down. The Print, sign and upload window opens.
 
RTENOTITLE

6. Click Continue so that you can download the Agreement, print it, sign/initial where required, scan it and then upload it back to the Adobe Sign page. 

RTENOTITLE

7. Close the popup window that explains the steps to sign the Agreement.

RTENOTITLE

8. Navigate to the page in the Agreement document that displays Internal and External Party information.  

9. Enter the information. Some fields are mandatory and click Next.

10. Click Download on the Download, Print, and Sign window. Alternatively, you can click Cancel if you need to make changes to the information added.  The Enter Your Information page opens.

RTENOTITLE

11. When you have signed the downloaded Agreement, you need to return to the Upload your Signed Agreement page and upload the signed Agreement.

Upload Signed Agreement.png

12. Click Upload. The Agreement is uploaded. It moves to the Approved state.

Mandating an Agreement for Wet Signatures

You can opt for an Agreement to only be signed manually by all signatories by mandating it for wet signatures. 

To mandate an Agreement for Wet Signatures (manual signing):

1. When creating an Agreement, on the Signatory Information page, toggle the Mandate Wet Signatures in Echosign option to Yes.

RTENOTITLE

2. Create the Agreement and send it for Approval to completely the signatory process.
In the Adobe Sign Mail Details window, the Wet Signatures Only checkbox is selected by default. 

RTENOTITLE
 

Sending Associated Documents to Adobe Sign

The current Send for Signature functionality only allows users to send the main Agreement for signature. It does not allow users to add the supporting documents along with the main Agreement document. 
With this release, ICM will support Preview and sending of the associated documents (Attachments) along with the main Agreement for signature. 

Note: Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only the main Agreement document will be synchronized with ICM again.

You need to have the Script attribute AdobeAssociateDocuments which should be associated with the Contract Type as well as its Associations that will be sent to the authorized signatories. 

To send Associated Documents to Adobe Sign: 

1. Select Agreement Management on the Dashboard. The Agreement Management page opens.

RTENOTITLE

2. Click Create Agreement on the Agreement Management page. The Create Agreement  page opens. 

RTENOTITLE
 
3. Select the Category, Contract Type Name and Type of Paper on the Create Agreement page. For example, select Category as Default, Contract Type Name as SaaS Agreement and Type of Paper as Own.

4. Click Next.

RTENOTITLE

5. Enter the information on Other Information Page, Party Information Page and click Next. The Signatory Information Page opens.

6. Select External First in the Signature Sequence and Electronic Signature in the Signature Type on the Signatory Information Page. 

7. Select and add the External Signatory and an Internal Signatory for the Agreement.

8. Click Create. The Agreement is created and the Agreement Details page opens displaying the Agreement in Draft state.

9. Click the Associations in the left pane on Agreement Details page. The Association Details page opens.   

10. Enter the information on the Create Association page in the Metadata tab and click Create.

11. Click Publish on the Agreement Details page to publish the Agreement. The Published successfully message is displayed on the Information window.

RTENOTITLE

 
12. Click Send for Approval on the Agreement Details page to send the Agreement for approval. The Please Confirm Team is not available. Agreement will move to the next possible state. Do you want to continue? Message is displayed. The status of the Agreement changes to Approved.
 
RTENOTITLE
 
13. Click Send for External Signature. The Adobe Sign Mail Details window is displayed.
RTENOTITLE
 
14. Click the mirror icon next to Attachments field. The Send for Signature window opens. 

15. Select the Associated Document from the list and click Select to select the Associated Document to be sent for external signature. 

RTENOTITLE
 
16.Click the icon next to the document that you want to preview. The Agreement document opens in Preview mode. 
 
RTENOTITLE
 
17. Click Send to send the Associated Document for External Signature. The status of the Agreement changes to Waiting for External Signature. 
Note: You can select and send the parent as well child Associations for the Agreement.

18. Open your mailbox and click the Click here to review and sign [DEMO USE ONLY ] Adobe Sign Subject link. The Adobe Sign page opens displaying the Agreement sent for Signature.

RTENOTITLE
 
Note: Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only Agreement will be synchronized with ICM and not Associations.

Signing the Agreement Document

You can sign the Agreement document using Electronic Signature.

To sign an Agreement document: 

1. Click Next on the Agreement Details page. The page opens displaying the fields for performing the Electronic Signature.

RTENOTITLE
 
2. Click the Click here to sign in the Signature field. The Sign window opens where you can type, draw, attach and upload the signature image. 
 
RTENOTITLE
 
3. Click Close or Apply to apply the signature and close the window. The signature is displayed in the Signature field. A message is displayed I agree to the Terms of Use and Consumer Disclosure of this Document. 
RTENOTITLE
 
4. Click the Click to Sign to sign the Agreement document. The You have successfully signed the agreement “[DEMO USE ONLY]” Adobe Sign message is displayed. The status of the Agreement changes to Waiting for Internal Signature.
 
RTENOTITLE
 
The Agreement document is sent for external signature.

Preview and Send Agreement Document for Signature

You can preview and send the Agreement document for Signature. 

1. Click Recall on the Agreement Details page. The status of the Agreement changes to Approved.

2. Click Edit on the Agreement Details page. The Party Information page opens. 

3. Make the necessary changes on this page and click Next. The Signatory Information page opens. 

4. Click Yes in the Adobe Add Signature Tags field and then click Next. The Select Template page opens. 

RTENOTITLE
 
5. Click Update to update the Agreement.

6. Click Send for External Signature. The Adobe Sign Mail Details window is displayed.

RTENOTITLE
 
7. Click the mirror icon next to Attachments field. The Send for Signature window opens. 

8. Select the Associated Document from the list and click Select to select the Associated Document to be sent for external signature. 

RTENOTITLE
 

8.Click the icon next to the document that you want to preview. The Agreement document opens in Preview mode. 

RTENOTITLE
 
9. Click Preview and Send to send the Associated Document for External Signature. The Send for Signature window opens. The status of the Agreement changes to Waiting for External Signature.
Note: You can preview the Associated document by clicking the icon next to the Association.

10. Click Preview and Send again. The Agreement Details page opens in .pdf format.

11. Click Send in the Recipients pane on the Agreement Details page. The “[DEMO USE ONLY] Adobe Sign Subject” has been successfully sent for signature message is displayed. 

RTENOTITLE
 

Multi-Factor Authentication using Adobe Sign

ICM supports multi-factor authentication (MFA) for Adobe Sign customers at the Agreement level to ensure that select Agreements (such as high value and highly confidential Agreements) are only accessible to relevant users, as compared to only providing access based on the Name and Email address validation that was the case earlier. 

The MFA authentication is configured by enabling the multi-factor flag. This results in ICM sending the signatory’s phone number to Adobe Sign for processing the e-signature authentication of the user for that Agreement. If the phone number for the signatory is not available, a message is displayed indicating that the phone number is mandatory and one or more of the signatory’s phone number is missing.

Note: When both – the password and the phone authentication are enabled for an Agreement, then the password authentication takes precedence. 

To enable multi-factor authentication for an Adobe Sign customer:
1. Click theUser Administration tile.
2. Click the Users tile.
3. Click the Create User/Provision User (based on the user authorization to the instance) tile to open the Create User page.
4. On theDetails tab, enter the personal details of the user. The First Name, Last Name, Email Address, etc are mandatory fields. 
5. In the Phone Number field, add the phone number of the user if you want to activate the authentication for the user.  

6. Check the Consent Acknowledgment checkbox below By adding phone number,I confirm capturing user consent to receive important text messages from ICM to validate the user consent.

Note: This is not a mandatory field. However, it becomes mandatory to provide a phone number when the consent box is checked and vice-versa.

The phone number format needs to be in the Country Code-Phone Number. For example, 1-555-555-5555.

7. Enter the remaining details of the page as required and click the Create button. This opens the Users page enlisting the user that you created in the list.

Multi-factor authentication is validated using the phone number when:

  • The Country Code-Phone Number format is incorrect.
  • A signatory is added by Rule and the Agreement is sent for approval but the mandatory Phone Number field is blank. The Agreement will still be sent for approval and the workflow will continue after clicking OK on the validation message.
  • A signatory is added by Rule and the Agreement is sent for external signature but the mandatory Phone Number field is blank. The Agreement will not be sent for signature and will remain in the approved state.

The two step authentication using Adobe Sign

When the Agreement is sent for external signature and when the two step authentication is configured, the external signatory receives authentication messages in two ways:

  • A voice call 
  • An OTP code from ICM with an authentication code. On entering the code, the Agreement is sent for approval and workflow continues as expected.

Sending an Agreement for Parallel Signatures using Adobe Sign

You can send Agreements for parallel signatures across internal and external signatories, instead of sequentially based on step numbers, when using Adobe Sign. This can be configured in Rules for signatories allowing ICM users to send the Agreement to either multiple external or internal signatories so that each of them can sign in parallel.

Let’s consider an example of 2 Internal signatories A and B and both are required to sign the Agreement in parallel; then the configurator configures the Approval Rule for internal signatories A and B with the same Step number but different Signatory order.

  • So, if signatory A is set at Step Number 10 and Signatory Order 1, but Signatory B is set at Step Number 10 and Signatory Order 2, then the contract goes to both signatories A and B at the same time. However, signatory A will be prompted to sign at Signature Tag 1 whereas Signatory B will be prompted to Sign at Signature Tag 2 (based on the signatory order).
  • Existing Approval rules will be enhanced to support this example, wherein 2 new Actions are now available in the Rules:
    • Select Parallel Signatory From Attribute: Parallel signatory is selected from the User Attribute
    • Require Approval From By Condition: User selects signatory on the Rule configuration page which will be considered as the parallel signatory during Agreement signing
 

To set up parallel signatories using Adobe Sign: 
1. Click the Contract Type tile on the Dashboard.
2. Click the Rules tile. This opens the Rules page.
3. Select a Contract Type from the Select Contract Type drop-down for which you want to define a Rule.

 

4. You can create a Rule or select a rule to edit.

 

5. Click the Edit icon. This opens the Edit Rule page.

 

6. Enter the mandatory details such Rule Name, Rule Type and Team Role if not auto-generated.
7. Click Next. This opens the Build tab to add rules and actions to define the rule you want to define.
8. Click the Add Rule button.
9. Add Conditions for your Rule. For example, All > Adobe Add Signature > Is > True.
10. Click Add Condition if you want to add more conditions to the rule. 
11. Click Add Group if you want to define the group for whom the conditions apply.
12. Click the Select Action field in theActions section. The following actions are available in the drop-down to define the type and sequence of approval:

  • Require Approval From: Select one signatory to approve the Agreement
  • Require Signature in Parallel From: Select multiple signatories to approve the Agreement based on the applied conditions 
  • Select User From Attribute: Select the step number for the signatory to sign Agreement
  • Select Parallel Signatory From Attribute: Select the step numbers for the signatories to sign the Agreement in Parallel
 

13. To select multiple signatories, select the Require Parallel Signatory option from the Action drop-down. Two new fields are added: Step Number and Signatory Order. You can now define multiple signatories at the same step number and different signatory order, as required.

Note: If you select the Require Approval From option from the Actions drop-down, you will not be able to define signatories at different step numbers. 

14. Select the Actions for the first external signatory:

  • Select the User by clicking the Add User  icon next to the field. This opens the Select User window. Select the first external signatory from the list. Click the Add button to add the user. For example, AE User9.
  • Select the Step Number for this signatory. For example, 10.
  • Select the Signatory Order for this signatory. For example, 1.
 

15. Select the Actions for the second external signatory:

  • Select the user by clicking the Add User   icon next to the field. This opens the Select User window. Select the second external signatory from the list. Click the Add button to add the user. For example, AE User10.
  • Select the Step Number for this signatory. For example, 10.
  • Select the Signatory Order for this signatory. For example, 2.
 

16. Click Next. The Rule Summary page opens providing details of the rules defined.

 

17. Click Update to save the defined rules. The Rule Updated Successfully message is displayed.
18. Click OK. You can view the status and of the Agreement on the Agreement Details page. 

 

19. Click the Send for Approval button to send the Agreement to both signatories for approval. 

  • Both signatories AE User9 and AE User10 will simultaneously receive an email from Adobe Sign.
  • The tags will be introduced in the Agreement as per the defined Signatory Order.
  • When signatory AE User9 signs the Agreement, a message will be displayed that the Agreement is successfully signed and the Agreement status will be Waiting for External Signature from AE User10.
Note: A new version of the Agreement is created each time an Approver signs it. This can be viewed on the Version tab of the Agreement. 
  • When both signatories sign the Agreement, it moves to the Approved status.

 

Sending Adobe Sign Email Notifications in the Recipient's Preferred Language

ICM has now improved user experience by providing support to send notifications to external signatories in the localized language when using Adobe Sign, instead of sending the notification in English to all users. This can be done through a technical configuration.

You can toggle the Agreement Preview to On orOff. When it is turned On, you can tag the signature by toggling the Adobe Add Signature Tags field to Yes. By default, this field is set to No.

When the Primary Owner clicks the Send for Signature button, a popup window opens. Enter the following details:

  • External Signatories: displays the External Signatories based on the defined Rules
  • Internal Signatories: displays the Internal Signatories based on the defined Rules
  • Cc: can add more recipients (internal users)
  • Subject: an editable field that displays the default text
  • Additional Information: can add a custom message in any language using the Rich Text Editor
  • Default Message: a non-editable standard message that can be localized based on the user’s language pthe Additionbareference

You can Preview the document before sending it for signatures by clicking the Preview and Send button.

The recipient can preview the document and add tags as needed and click the Send button to send the document for signatures.

 

The Signatories will receive an Email notification from Adobe Sign in their preferred language.

 

The recipient receives an email from Adobe in their Inbox which contains the Agreement document that the signatory needs to sign.

 

Key Points: 

  • This feature is only available for Agreements and Amendments
  • Only 1000 characters are allowed for the Default Message and the Additional Information combined
  • The default message is in English
  • All Signatories get the same notifications (with customized text, if any), irrespective of their language settings
  • Signatories at same Step Number will receive notifications at same time.
  • The Signatories will receive the Email notification from Adobe Sign in English (default language):
    • On Recall/ Reject
    • On Delegation/ Change Signer 

Related Topics: Agreement Management | Configuration | Integrations |Icertis Adapter for Coupa Integratio | Salesforce  | Using DocuSign

Retrieved from "https://iciwikiapac.icertis.com:443/ICIHelp8.1/index.php?title=Using_Adobe_Sign&oldid=10813"