Support Center

Arbitrary e-Signature Documents

Last Updated: May 21, 2018 03:01PM CDT
Do you have additional terms or agreements for one specific item that you need to send to a customer but these terms aren't for any other inventory items?  Are these documents for someone else within the customer's company other than the main person on the account?  Essentials now has a way you can send additional documents to customers that need to electronically signed.  

From the Counter Menu, we now have an option for More.  Click the arrow and choose E-signatures. 

Here you will see a list of all the documents that were sent out with a request for signature.  You will also be able to see when the document was sent, if it was signed and who signed it along with if it has been downloaded or not.  You can send a new document for signature from here without sending the contract.

Just click the Send New Document for Signature button to your right.  Once this is clicked, you now have the option to search for the customer in which the document will be sent.

Is this document to be signed by a person other than the main contact for a company that is your customer?  No problem.  Just enter their legal name and click Document should be signed on behalf of Company. 

From there, you will enter the company's name in the Sign on Behalf of Company field.

Can anyone representing the company sign the document?  Just check the option "Any Authorized Company Representative may sign document."  This will allow any authorized representative for that company or customer to sign the arbitrary document.

Don't forget to enter the representative's email address, document title and the document.  (NOTE:  Document must be in PDF file format in order to attach.)  

You also have an option to change the document terms and email subject along with adding any comments.

Want to be able to have an employee or multiple employees receive notification once the additional document sent has been signed?  Just enter the email address(s) in the Signature Confirmation Notifies field separating the multiple email addresses with a ",".

You have an option to allow the customer to reject to document.

Don't have the e-signature add on feature?  You can very easily add it thru Manage My Account. 

Have the e-signature add on feature but don't have the option to send arbitrary documents?  Please reach out to or click the Live Chat feature found at the bottom right of the screen and a support person will be glad to assist.

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