View source for Click to Sign Signature Process


In addition to existing electronic and manual signatures process, users can sign the agreement by ''Click to Sign'' signature process.<br/> ''Click to Sign'' signature process provides an "''I have read the full document and agree to all the terms and conditions''" option with an online preview of the agreement, which can be used to mark the agreement as signed and executed. Users can decline the terms of agreement with ''Reject ''option or close the agreement preview window without any effect on agreement status<br/> Enabling Click to Sign process

To enable the ''Click to Sign'' signature process, administrators need to add this option to agreement contract type while creating.<br/> To create an agreement contract type:

#'''Click '''''Configuration'' > ''Create Contract Type ''> ''Agreement ''> ''Next ''on the ''Dashboard''. The ''Create Contract Type ''page opens. 
#'''Enter '''details on ''Details ''tab. 
#'''Click '''''Next''. The ''Attributes ''tab opens. 
#'''Add '''''Click to Sign'' option in ''Choice ''value ''ICMSignatureType''. 
#'''Click '''''Save''. The attribute value is saved. 
#'''Click '''''Next''. 
#'''Enter '''the details in the remaining tabs ''Associations'', ''Display Preference ''and ''Team''. 
#'''Verify '''and '''click '''''Create''. The ''Contract Type ''is created. 
#'''Approve '''and '''Publish '''the agreement contract type as per the ICM’s existing workflow. 

The ''Click to Sign ''option is then enabled for the agreement contract type and available for selection during agreement instance creation.

You can edit existing agreement contract type and add ''Click to Sign'' option in ''Signature Type'' attribute to enable this signature option.<br/> To edit existing contract type:

#'''Click '''''Configuration ''> ''Contract Type'' on the ''Dashboard''. The ''Contract Type'' index page opens. 
#'''Click '''''View ''icon next to the contract type you want to enable ''Click to Sign ''option for. The contract type page opens. For example, ''Automation Pre Teaming Agreement''&nbsp;. 
#'''Click '''Edit. The ''Edit Contract Type'' page opens. 
#'''Add '''''Click to Sign'' option in Choice value ICMSignatureType on Attributes tab. 
#'''Click '''''Save''. The attribute value is updated. 
#'''Click '''''Next''. 
#'''Verify '''the details in the remaining tabs and '''click '''''Update''. 

Note: Agreement Contract Type needs to be approved and published again after modifications.

Select Click to Sign option during agreement creation<br/> Contract author can select the ''Click to Sign'' option while creating an agreement instance for which the ''Click to Sign'' option is added in agreement contract type.<br/> To create an agreement instance from ''Click to Sign'' enabled agreement contract type:

#'''Click '''''Agreement Management'' > ''Create Agreement'' on the ''Dashboard''. The ''Create Agreement'' page opens. 
#'''Select '''the ''Contract Type Name''. For example, ''Pre Teaming Agreement for Teaming''. 
#'''Click '''''Next''. The Attributes page opens. 
#'''Select '''''Click to Sign'' option in ''Signature Type'' field. 
#'''Enter '''the details in the remaining fields to take the agreement to the ''Draft ''state. 
#'''Click '''''Send for Approval''. The agreement is sent to the approvers added in the agreements ''Team''. 

After all the approvers have approved the agreement, the agreement moves to the ''Approved ''state. If no approver is added, the agreement moves directly to ''Approved ''state.

#'''Click '''''Send for Internal Signature ''or ''Send for External Signature''. The agreement is sent to signatories. 

Signing the Agreement with Click to Sign<br/> The Signatories can access the agreements sent to them for their signatures from:&nbsp;

*''Notification Dashboard'' 
*''Task Dashboard'' 

To sign the agreement from notification dashboard:

#'''Click''' ''Notifications ''on the ''Dashboard''. The ''Notification Dashboard ''page opens. 
#'''Click '''''Agreement Notifications'' > ''Agreement Sent For Internal/External Signature'' on ''Dashboard''. The notification opens. For example, open a notification for ''PreTeamingClicktoSign'' agreement sent for internal signature. 
#'''Click''' ''here ''to view the agreement. The agreement page opens. 
#'''Click '''the ''Click to Sign'' button. The ''Click to Sign ''preview window opens. 
#'''Click '''the checkbox for the option “''I have read the full document and agree to all the terms and conditions''” if you accept the terms of the agreement. The ''I Accept'' action button is enabled. 
#'''Click '''''I Accept''. The agreement is signed and is sent to the next signatory or moves to the ''Executed ''state if there is no other signatory. 
#'''Close '''the window to go back to the agreement ''Details ''page. The status of the agreement will not change.&nbsp; 

'''Click '''the ''Reject ''button on the agreement page if you want to decline the agreement. The agreement will go back to the ''Draft ''status.

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