Cloud Contracts 365 provides a seamless e-signature feature, enabling users to sign contracts electronically within the platform. This secure and efficient process eliminates the need for physical signatures.
Cloud Contracts 365 provides flexibility when it comes to signing your contracts.
Choose between electronic signatures or traditional wet ink — whatever suits your preference or client. Use our e-sign feature for contracts created on the platform or upload and e-sign third-party contracts.
This guide will walk you through how to use CC365’s e-signature feature.
Video Guide
Where to find Contract e-Signatures
Once a contract has been created in Contract Builder or uploaded to the platform, you will be able to locate it via the Contract Manager dashboard.
Select the contract you what to send for e-signing:
Next select the ‘Signatures’ tab
Select ‘Send for e-signature’.
If you already have a signed copy of the contract you can select ‘Upload signed copy’.
How to configure contracts for e-Signatures
Select ‘Configure signatures’:
You will now be taken to the e-signatures portal where you can configure signatures, dates, initials, additional text, check boxes and more. Cloud Contracts 365 e-signatures are powered by SignNow, for more information please refer to their knowledge base.
Firstly, edit signees by clicking on the "Manage Recipients" button. You'll be able to add/remove signees and set signing order:
Next add the names of the signees and the order you want them to sign. You can multiple signees by clicking the blue ‘add person’ icon on the left:
The ‘Add fields’ section displays all the different types of fields that can be added to the document when requesting e-signatures from you signees.
Clicking on a field will activate it.
Once you’ve activated a field, click on the document to indicate where you want signees to put the requested information.
You can also drag fields directly onto your document.
The Sign & Edit Section allows you to place permanent text or signatures on a document. This is useful for documents you’d like to sign before sending. Just remember, once you click save, these document changes will be permanent.
In the below example the following has been added:
- A signature location block where the first signee will add their signature.
- A text field where they can print their name (or you can type it in before sending).
- A text field for the signee to add their job title/position (again, you can add in the final text before sending).
Next add the signing fields for all additional signees:
When you’ve finished setting up your document, click the ‘Save and close’ button in the upper right to save your document.
How to send a contract for e-Signature
You will now be taken back to the contract overview screen.
Select the ‘Signatures’ tab and add in the signees first name, last name, and email address.
After completing the fields select ‘Send signature request’.
You will then be asked to confirm if you are happy to spend 1 credit to send the document for e-signing.
After confirming you are happy to proceed the document is sent to your signees email mailbox asking them to sign.
Once both parties have signed you will receive an in-app notification and an email notification (if you have enabled this in your account settings).
How to download an e-signed copy
You can download an e-signed copy of the document containing the full details and recorded events of the signing process by clicking the 'Download Signed Copy' button on the 'Signatures' tab of the document in Contract Manager:
An example of the E-Signature Audit log:
