For an overview of the Signatures module, click here.
The Signatures module is the central location to manage documents that require a signature for all matters, tasks and contacts. You can add, send, cancel, delete, and download envelopes containing documents for signature from this module.
Adding a New Envelope
Click the “Add” button in the left-hand commands area. The fields in the pop-up shown are mostly the same as the fields used when setting up a Signatures rule.
At the bottom of the form are drop-down search fields to enter a matter, task or contact used to get email information for recipients and/or the sender and to populate form fields in the email subject or body. If a matter, task, or contact is not provided when one is required you will see a message similar to the following:
After you have entered the required information, click on Add to just save the envelope with an “Unsent” status, or Add & Send to create the envelope and then immediately send it to the recipients. In that case, the envelope will have a “Sent” status (provided you are connected to the selected provider).
Adding a Copy of an Existing Envelope
To make a copy of an existing envelope, select the record you wish to copy and click on the Add/Copy button. The pop-up will show with all of the information from the selected envelope populated. Make the necessary changes and click Add or Add & Send.
Sending, Canceling or Deleting Envelopes
To send send, cancel or delete one or more envelopes, select the envelopes using the checkboxes on the left of the table and click on the appropriate button. If you cancel or delete an envelope, any “Sent” envelopes will be cancelled at the eSignature provider. Although any deleted envelopes will be removed from the Signatures module in AppColl, envelopes with a “Completed” status will not be affected in your eSignature provider account.
Downloading Signed Documents
You can download individual documents by clicking the document name in the “SignedDocs” column, or selecting the envelopes and clicking the “Download Zip File” button. You can also combine several PDFs into one PDF and download it by selecting envelopes with PDF signed documents and clicking on the Combine PDFs & Download button.
Location of Signed Documents
Signature Documents are stored in the Files module. If the document was created with an associated Matter, it is stored under that Matter's Files in a “Signatures” directory in a sub-folder named for the status.
Signature Documents that are not associated with a Matter, are located in the “Signatures” directory at the top (root) level of the Files module in the appropriate status sub-folder.
