Creating a document for signature
Log in to MONESQ and click 'CRM' from the navigation menu on the left:
From the CRM dashboard, search for or click the lead for whom you'd like to prepare a document for signature:
From the lead's information screen, click 'Create a document' from the upper right corner of the screen:
You will see the 'New document to sign' screen:
'From file' or 'From template'
Choose the 'from a file' tab if you already have a file you will insert signature fields into, or 'from a template if you've already created a document template. if the file or 'from a template tab. For more information about creating templates, visit our help file, 'Creating a new template':
From a file:
'Document' section
Upload the document by either dragging and dropping or by selecting the file from your computer, and name your file:
Signer section
Select from contacts: Use this function if the signer is someone other than your contact lead.
Select team members: Use this function to add a signature from someone inside the firm.
Add another person: Use this function to add a person for signature that does not yet exist in MONESQ as a Contact or a Contact Lead. To add a new person, click the drop-down list as though were going to select an existing contact and click the '+ Create new button at the bottom of the list:
You may add as many signers as you would like
Complete in order: Use this function if you'd like the signatures to take place in a specific order. When you have more than one signer and switch this toggle to the "on" position, you will see up or down arrows next to each signer. Click these to rearrange the order of your signers if necessary:
'Email Info' section
Add any message you wish to include in the email sent to the signers, and add any CC recipients you'd like. When ready, click the 'Continue' button:
After clicking 'Continue' you will see the document editor screen:
On the left side, you can add signature fields, auto-fill fields, or standard fields by clicking and dragging the desired elements onto the document.
On the right side, you can assign someone to each field, check whether it is required, and change the formatting or field name
When finished, click ‘continue’ and the request will be sent to the designated signer(s)
Creating a new document from a template
Select the 'From template' tab on the 'New document to sign' screen:
'Document' section
Template: Choose the saved template from the drop-down menu.
Once you've selected the template, the number and order of signatures saved in that template will populate. Select the signers for this document:
Upload additional documents: Add any additional documents you'd like if necessary.
Document Title: Provide a name for your document
'Email Info' section
Add any message you wish to include in the email sent to the signers, and add any CC recipients you'd like. When ready, click the 'Continue' button:
After clicking 'Continue' you will see the document editor screen:
On the left side, you can add signature fields, auto-fill fields, or standard fields by clicking and dragging the desired elements onto the document.
On the right side, you can assign someone to each field, check whether it is required, and change the formatting or field name
When finished, click ‘continue’ and the request will be sent to the designated signer(s)
Signing process
The designated signer(s) will receive an email with a link to the prepared document. They will click ‘get started’ and will need to fill in each field requested. They will need to click ‘I agree’ to the terms and conditions and agree to be legally bound to the document. They will then click ‘continue’ in order to finish signing the document. A copy of the signed document will be sent to their email address for their records.
Document signing status
The status will show either ‘not prepared,’ ‘sent,’ ‘partially signed,’ ‘signed,’ ‘decline request sent,’ ‘declined,’ or ‘error.’
Learn more:
Creating a calendar event with a lead contact
Archiving and viewing archived leads
Connect a third party to the CRM inbox
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