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Sign automatically

To speed up the signing process, you can configure to automatically sign a contract (or quote) after the promoter/customer has signed. 

Activating autosign

When you are logged on as an internal user in an account that has eSigning activated, you can find the feature via Personal Settings > eSign signature settings

Automatic signature business rules

  • An automatic signature is only placed when the sender that is selected has set to automatic signing in the Personal Settings > eSign signature settings. Select sign automatically.
  • An automatic signature is placed immediately after the signer has signed.
  • A signature is not placed when the signer signs an eSign document that is overdue. In this situation, the sender will need to sign the document manually.
  • The IP address that is shown in the completed PDF, is the IP address from the location from where the sender has activated automatic signing.
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