eSignature

An eSignature Template must be created for a document to be signed by the parties assigned to the document. Here, we will show the eSignature process from start to finish.

Uploading the file:

  1. Navigate to the Cloud from the lefthand sidebar.
  2. Click on the 'Add New File' button: this is where you will upload the file that will become the template).
  3. Your File Explorer will open. Find the document you wish to upload.
  4. Select the file and click on the 'Open' button (or simply double-click on the document).
  5. The document will be added to the list on the Cloud screen. Once the document is uploaded, you will receive a popup notification that the upload was successful.

Creating the Template:

  1. Click on the ellipse next to the file you just uploaded.

  2. Click on 'Create Template'.
  3. When the 'New Template' dialog box displays, enter a description: we recommend a descriptive enough so when assigned to the parties to sign, it will make sense.
  4. The next step is to define Roles. These are placeholders for the people who will electronically sign the document.
  5. Enter the appropriate Roles such as 'Buyer', 'Seller', etc.
  6. To add more than one Role, click on the plus sign (plus) and another Role field will be added: please note five Roles can be defined.
  7. Click on the 'Save' button.

 

 

Adding fields to the Template:

  1. The eSignature Template is displayed.  On this screen, you will drag and drop the appropriate fields onto the document where you would like the assigned Parties to sign.
  2. Select a Role from the 'Role(s)' drop down.
  3. For the Role selected, drag and drop the fields, shown under the 'SIGNATURE TOOLS' section, onto the Template to the proper location.  You will see that the placeholders for the first Role are RED.

  4. Select the next Role from the 'Role(s) drop down.
  5. Repeat the steps to move the fields onto the document for the second Role.  You will notice that the placeholders for the second Role are BLUE.

Saving the Template:

  1. To save the template, click on the Green checkmark at the top left of the eSignature panel.
  2. You will be notified on the screen that the Template saved successfully.
  3. You will be taken back to the main Cloud screen.

Editing the Template:

  1. Upon saving, the eSignature Template is saved to the 'Signature Templates' folder in Cloud.  Click on the 'Signature Templates' folder.
  2. Next to the Template you created, click on the ellipse.  A pop-up menu will display, showing 'Edit Template' and 'Assign Parties'.
  3. To Edit the Template, click on 'Edit Template from the pop-up menu.  The Template will display and you can Add, Move and Delete the placeholder fields.

Assigning Parties:

Assigning Parties is the step to define the person to the role.  The parties will be invited to view and eSign the document.

  1. Next to the Template you created, click on the ellipse.  A pop-up menu will display, showing 'Edit Template' and 'Assign Parties'.
  2. Click on 'Assign Parties'.  The Assign Parties dialog box will display.
  3. You will see 'Full Name' and 'Email' fields for each of the Roles you defined for this Template.
  4. Enter the Name and Email Address for each of the Roles.
  5. Click on the 'Invite' button.
  6. You will be notified on the screen that the Parties have been assigned correctly.

Signing the Document:

An email will be sent to each of the Parties you defined for the Template.  In the email, there will be a link to the document to be signed.

  1. The assigned party will receive an email with the subject: E-Signature Document Shared.
  2. Click on the link in the email to take you to the E-Signature document.
  3. If you have never logged into the Zenergyst app before, you will be prompted to enter and confirm a password.  Click on the Login button.
  4. If you have already logged in, you will be prompted for your email address and password.  Click on the Login button.
  5. The eSignature document will display showing the fields defined to the Role/Person you logged in as: note - you will only see the fields defined to you.
  6. To complete the document, simply click on each of the field placeholders.  Clicking on 'Sign Here' will populate the placeholder with your eSignature.  Clicking on 'Date' will populate the placeholder with today's date.  Clicking on 'Initials' will populate the placeholder with your initials.  Clicking on 'Checkbox' will change the box to a checkmark.
  7. When you have completed eSigning the document, click on the Checkmark at the top left of the screen to save.
  8. Repeat the prior steps for all Roles defined to the eSignature Document.
  9. Once every party has eSigned the document, the originator of the document will receive an email with a subject of, "Signed Documents'.  Attached to the email will be the completed document.
  10. In the top level Cloud folder, there will be a completed eSignature document uploaded.  The filename is in the format of:

<name of the Template you created> + Signed + Date and Timestamp

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