eSingature - Signing of Agreements in a Relationship

This article outlines a series of steps to do the following: 

1) Create a Signature Template
2) How to request eSignature?

Pre-requisite:

To use the inbuilt eSignature feature on Pronto, a Signature template needs to be added.

Steps to add/create a Signature Template

Create a Signature Template

1. Login to Pronto with your admin credentials and click on the Settings tab on the left menu as shown in the screenshot below.
   
   
   
   
2. On the General settings page, click on the eSignature button on the left sub-navigation.
   
   
   
   
3. On the eSignature page, click on the Add Template button on the top right corner of the screen.
   
   
   
   
4. Once you click the Add Template button, you will see the Add e-signature template window slide from the right of the screen. 
   
   
   
   Note: Please note the mandatory fields required denoted by *
   
   a) Enter the Template name.
   b) Provide a Description for the Template.
   c) Select the Agreement Type.
   d) Click on Upload and select the location from where you want to upload the file.
   e) Click on the Add button. 
   
   
5. Once you click on the Add button you will see the newly added template and the message Processing on the eSignature page under Settings.
   
   Send an email to support@gopronto.io for the template to be processed at the backend by the Support engineer.  
   
   
   
   
6. Once the template is processed at the backend by the Support engineer, you will receive an email. To verify if the template has been uploaded, click the eSignature button on the left menu, and you will see the list of templates you uploaded. You can check the status of the template that was uploaded recently and it will show the status as Completed.
   
   
   
   
7. You can also see the uploaded document on the eSignature page under Settings. 
   
   
   
   

How to request eSignature?

1. Go to the Ecosystem module and select the Relationship in which you would like to define the Agreement or click on the eSignature button on the left menu as shown in the screenshot below.
   
   
   
   
2. On the Ecosystem page, click on the Agreements tab under Overview on the sub-navigation.
   
   
   
   
3. Click on Request eSignature button on the top right.
   
   NOTE: When you click on the eSignature button on the left menu from the Ecosystem landing page, you will be directed to the Agreements page as shown below.
   
   
   
   
4. On the Request eSignature page, Select the Signature Template and click on Next. 
   
   
   
   
5. Enter the Agreement Title and the Validity and click on Next.  
   
   Note: Please note the mandatory fields required denoted by *
   
   When you click on the eSignature button on the left menu, the Relationship(a) needs to be selected, if the eSignature is requested by clicking on the Relationship, the Relationship(b) is already populated as shown in the respective screenshots below.
   
   a)
   
   b)
   
   
   
   
6. Enter the name of the Recipients signing the Agreement and the Email address and click on Send for signature.
   
   
   
   
7. Once you click on Send for Signature, the recipients will receive a link in an email with the Agreement to review and sign. 
   
   
   
   
8. On the Agreements page when you login, you will see the Agreement Title, Status and the Validity. 
   
   
   
   
9. Once the Recipients sign the documents, the status will change to Completed.