Routing for Signature using AdobeSign

Once contract language is finalized, it can be routed for signature.

From the contract home page, select CREATE ENVELOPE either from the bottom right corner or from the action menu.

You will be prompted to accept a message confirming the contract is ready for signatures.

This will create a single contract document and will prepare the PDF for the collection of electronic signatures via AdobeSign. Once the envelope has been created, select MANAGE ENVELOPE.

From the AdobeSign window, the emails that the document will route to for signature are displayed, first the supplier and secondly the internal signatory.

NOTE: You will see a line for a third email, do not use this. Our legal documents do not have space for a third signature block so adding an email here will cause an error and you will not be able to send your document.

Next, the message subject line and body that will be sent to signatories is listed with the contract name and number from CalUsource. These fields are editable, and can be updated.

Select Next.

From here, the document can be previewed as it will appear to signatories. No action is needed on this screen as the document will prepopulate the signature fields given a SMART template with tags has been used.

Once ready, select Send.

The document will route to the supplier for signature via email.

If necessary, the signatory can delegate to another signer.

Once the supplier signatory or delegate has signed the document, it will route to the internal signatory, who can sign or delegate.

During any point of the signature process, the contract author can view the signature status by returning to the contract within CalUsource and selecting TRACK STATUS. 

This will display, in real time, where the contract is in the signature process. If either the supplier or the internal signatory has delegated their signature to another user, CalUsource will update the status to include the email it was delegated to.

Additionally, if at any point during the signature process the contract needs to be edited, select withdraw from the contract page’s action menu. This will terminate the signature process. Once ready to send again for signatures, restart the process from the CREATE ENVELOPE step.

Once all parties have signed the document, all signatories will receive a confirmation email and the contract author will receive an email from AdobeSign with the completed document. This is strictly for your records as the signed agreement will be automatically brought into CalUsource and attached to the contract.