Send Agreement for External Signature
- Joseph Nyachae
After all the internal party signatures have been received, the next step is to send the agreement to the external parties for signature.
Log in the system as the agreement owner
On the agreement workspace, click the Send for External Signature activity.
Assume all the information is correct in the Send for External Signature window and then click OK.
Executing this activity changes the state so you know where the agreement is in the signing process. Your next step is to send the agreement to the external organization so the appropriate people can sign it. You could also create a correspondence item to follow up with the external parties by a certain date.
Confirm you met the success criteria below:
• The History tab shows the Sent Out for Signature activity.
• The agreement is in the External Signature state.
• The workflow map shows the agreement is still in the Signing phase of the review process.
You either send for DocuSign signatures (See Docusign article) or manually via email. You should not do both.