Signatures Module Overview

AppColl's Signatures module automates the process of getting signatures for documents that are part of the IP management processes.  Although specifically designed for collecting signatures for inventor assignments and declarations, it can also be used to manage any other documents that are commonly signed, such as client engagement letters. When se...

Signatures Rules

For an overview of the Signatures module, click here Signature Rules set up the automatic generation of envelopes for signature. It configures which documents should be included, the sender and recipients, and the conditions under which envelopes are created, and optionally, if that documents should be immediately sent to the recipient for signature...

Using the Signatures Module

  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 l...

Checking the Status of a Signed Document

  For an overview of the Signatures module, click here.   Envelope Status Updates When envelopes are sent via DocuSign or Adobe Acrobat Sign, AppColl is notified of status changes, including the completed documents, automatically. When using AppColl, the document status is updated upon email receipt of the document. For each envelope, AppColl tracks...

Connecting to DocuSign or Adobe Acrobat Sign

For an overview of the Signatures module, click here. If you wish to use DocuSign or Adobe Acrobat Sign to perform the electronic signature process when using the AppColl Signatures module you will need to connect to your account by logging in from the Signatures tab in the Settings page. This can only be done by an Account Administrator. To connect...

Creating Form Letters for Signature

For an overview of the Signatures module, click here. Form letters that are available to send out for Signature are created the same way as other form letters in AppColl and uploaded to the FormLetters folder. For more details on the basics of setting up a form letter click here. To insert recipient information into the form, and to indicate where t...

Getting Started with Signatures - Quick Setup and Test

AppColl's Signatures module automates the process of getting signatures on documents that are part of the IP management processes. Although specifically designed for collecting signatures for inventor assignments and declarations, it can also be used to manage any other documents that are commonly signed, such as client engagement letters. When setu...

Signatures New Features March 2025

  View the Signatures 2.0 webinar recording here! The following new features have been added to the signatures module following the first release in June of 2024. Support for Adobe Acrobat Sign In addition to the previous support for eSignature provider DocuSign, AppColl now supports Adobe Acrobat Sign. Both Adobe and DocuSign can be active at the s...

Managing Signatures from the Matters Module

You can manage all documents requiring signature for a matter directly from the matters module. From the matter details page, select the Signatures tab. This tab shows all envelopes for the matter along with their status, including the signing status for a matter inventors. Note that you cannot change the columns shown for the envelopes in this tab....

Using AppColl as the eSignature Provider

If you do not have a DocuSign or Adobe Acrobat Sign account, you can still use the Signatures module with AppColl as the provider. Using AppColl has the following limitations: There can be only one document and one recipient per envelope. If you specify more than one recipient or document in the Add Envelope pop-up, AppColl will create a separate en...