From ICIHelp7.14
Jump to: navigation, search
Line 1: Line 1:
−
<font face="Segoe UI">
 
  
−
[[ICM_Help|Home]] > [[Agreement Management]] > Manual Signature<br/>  
+
= <font face="Segoe UI">Manual Signature</font> =
  
−
An external signatory can review an agreement and then manually sign it by downloading the attachment received in email.
+
<font face="Segoe UI">An external signatory can download&nbsp;the attachment received by email, review it and sign it manually&nbsp;. You may want to read [[Sending_an_Agreement_to_Third_Party_Signature|Sending an Agreement to Third Party Signature]] before you begin the following task.</font>
−
You may want to read [[Send an Agreement to External/Third Party Signature]] before you begin the following task. <br/>
+
  
−
To sign an agreement manually: <br/>
+
<font face="Segoe UI">To manually sign an agreement:</font>
−
1. Open the e-mail that you have received from ICM, and then click '''Download''' to download the attachment that you have received in the mail. <br/>
+
  
−
[[File: manual signmail.png]] <br/>
+
#<font face="Segoe UI">Open the email received from ICM&nbsp;and click '''Download''' to download the attachment. [[File:Manual signmail.png|RTENOTITLE]]</font>
 +
#<font face="Segoe UI">Sign the hard copy of the agreement&nbsp;and then scan the copy.</font>
 +
#<font face="Segoe UI">Click '''Upload Signed Copy'''&nbsp;on the [[Agreement_Details_Page|Agreement Details Page]]. This opens the '''Upload Document''' dialog box. [[File:Upload copy1.png|RTENOTITLE]]</font>
 +
#<font face="Segoe UI">Click '''Select File'''&nbsp;and upload the signed copy of the agreement. The status of the agreement changes to '''Waiting For Internal Signature'''.</font><font face="Segoe UI">[[File:Upload window.png|RTENOTITLE]]</font>
 +
#<font face="Segoe UI">Once the Agreement is signed by the external signatory, an e-mail is sent to the Internal signatory for signature.</font><font face="Segoe UI">[[File:Internal signmail.png|RTENOTITLE]]</font>  
  
−
2. Sign the hard copy of the agreement, and then scan the copy. <br/>
+
<font face="Segoe UI">'''Note''': The internal signatory can follow&nbsp;steps 1 to 4 for manual signature.</font>
  
−
3. On the '''Details''' tab of the agreement, click '''Upload Signed Copy''' . The '''Upload Document''' dialog box appears. <br/>
+
<font face="Segoe UI">While creating Contract Type if '''Internal Signatory date''' and '''External Signatory date''' attributes were selected, then any signatory either the External or the Internal, will also get '''Select Date''' field to select the correct signing date, while uploading the document.</font>
  
−
[[File: upload copy1.png]] <br/>
+
<font face="Segoe UI">Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''''Executed''''.<br/> A notification e-mail is sent to the primary owner, internal signatory, and external signatory.</font>
  
−
4. Click '''Select File''', and then upload the signed copy of the agreement. The status of the agreement changes to '''Waiting For Internal Signature'''.<br/>
+
&nbsp;
  
−
[[File: upload window.png]] <br/>
+
<link-page pageafter="Post_-_Execution_Review_of_an_Agreement/Contract |Post - Execution Review of an Agreement/Contract" pagebefore="Electronic_Signature_for_Third Party Paper|Electronic Signature for Third Party Paper"></link-page>
−
 
+
−
Once the external signatory signs an Agreement, an e-mail is sent to the Internal signatory for signature.<br/>
+
−
 
+
−
[[File: internal signmail.png]] <br/>
+
−
 
+
−
 
+
−
5. The internal signatory follows steps 1 to 4 for the manual signature. <br/>
+
−
 
+
−
While creating Contract Type if '''Internal Signatory date''' and '''External Signatory date''' attributes were selected, then any signatory either the External or the Internal, will also get '''Select Date''' field to select the correct signing date, while uploading the document.<br/>
+
−
 
+
−
Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''''Executed''''. <br/>A notification e-mail is sent to the primary owner, internal signatory, and external signatory. <br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Electronic_Signature_for_Third Party Paper|Electronic Signature for Third Party Paper" pageafter="Post_-_Execution_Review_of_an_Agreement/Contract |Post - Execution Review of an Agreement/Contract" />
+

Revision as of 18:15, 4 March 2017

Manual Signature

An external signatory can download the attachment received by email, review it and sign it manually . You may want to read Sending an Agreement to Third Party Signature before you begin the following task.

To manually sign an agreement:

  1. Open the email received from ICM and click Download to download the attachment. RTENOTITLE
  2. Sign the hard copy of the agreement and then scan the copy.
  3. Click Upload Signed Copy on the Agreement Details Page. This opens the Upload Document dialog box. RTENOTITLE
  4. Click Select File and upload the signed copy of the agreement. The status of the agreement changes to Waiting For Internal Signature.RTENOTITLE
  5. Once the Agreement is signed by the external signatory, an e-mail is sent to the Internal signatory for signature.RTENOTITLE

Note: The internal signatory can follow steps 1 to 4 for manual signature.

While creating Contract Type if Internal Signatory date and External Signatory date attributes were selected, then any signatory either the External or the Internal, will also get Select Date field to select the correct signing date, while uploading the document.

Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to 'Executed'.
A notification e-mail is sent to the primary owner, internal signatory, and external signatory.

 

Retrieved from "https://iciwikiapac.icertis.com:14443/ICIHelp7.14/index.php?title=Manual_Signature&oldid=4143"