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[Flex] Set Up and Configure E-Sign

Learn how to configure and manage online contract signing in OfficeRnD Flex using eSign.

Krasto Milchev avatar
Written by Krasto Milchev
Updated this week

OfficeRnD Flex offers an integrated e-signatures feature that allows you to send and track contracts for electronic signing directly from the platform. This streamlines contract handling, reduces manual follow-ups, and keeps all signed documents centralized and accessible. It's particularly useful if your team handles contracts across multiple locations or has separate billing entities.

This article explains how to activate and configure eSign and assign responsible signers per location.


Before you start

Before using e-signatures, review these related articles:

Activate eSign

The eSign feature is a paid add-on in OfficeRnD Flex and must be activated by the OfficeRnD team.

  • To activate eSign, email [email protected] and request access.

  • Charges apply for every contract sent and resent for signature.

  • To review eSign billing, go to Settings > Account Details > Subscription Details.

To ensure transparency and avoid delays, eSign requests are sent to all recipients simultaneously. Both parties receive a separate email containing their unique signing link.

Configure global eSign settings

After the feature is activated, configure the settings to determine who will receive and sign contracts in your organization. To do this:

  1. Go to Settings > Operations > Contracts.

  2. In the eSignatures section, configure the following settings:

    • Ability to dynamically assign the admin recipient for the eSignature request – Some organizations have different employees responsible for signing contracts at different locations. This setting allows admins to modify the admin recipient of the contract for eSign before sending it.

      • When the checkbox is cleared, the recipient is either the Organization's or the Location's Contact Person (if set). The latter takes precedence.

      • When the checkbox is selected, only users with the roles Owner and Center Manager, and with custom roles with community.contracts.sign permission can be selected as recipients.

    • Email – Set the email of the person in your team who needs to receive and sign the contracts.

    • Name – Set your organization's name as you want to display it in the contract upon its signing.

  3. Click Update.

Configure location-specific signer

If you have different locations that are treated as separate billing entities, or you have different people responsible for your contracts in each location, there is an easy way to set up the system to send your contracts to the proper person.

Here is how to do that:

  1. Go to Space > Locations.

  2. Click a location.

  3. Open the eSign tab and enter the Name and Email of the person responsible for signing contracts at that location.

  4. Click Update.

Additional information

Keep in mind the following when using e-signatures:

  • No reminder emails are sent to signers.

  • E-Sign links in emails do not expire.

  • When you click an eSign link, a new window opens. Your session there will expire after 1 hour.

  • Once a contract is signed manually, it can no longer be eSigned.

  • When both e-signatures are completed, the eSigned version of the contract is generated and uploaded to the Attachments tab in the member's or company's profile:

Also read the following articles:


FAQ: E-signatures

Can I use eSign without contacting support?
No, the feature must be manually activated by the OfficeRnD team. Contact [email protected] to request access.

Do I get charged every time I send a contract for eSign?
Yes, there is a charge for every contract sent or resent for signing. You can view your charges under Settings > Account Details > Subscription Details.

What happens when a contract is declined?
You'll receive a notification. You must update the contract and regenerate the PDF before resending it for signing.

Can I assign different contract signers for different locations?
Yes, you can configure a separate Name and Email for each location in the eSign tab under Space > Locations.

How can I send a contract for eSign manually?
Open the contract and click the link icon to copy the eSign URL. You can then send it to the member manually.

Do e-signing links expire?
The link itself does not expire, but when you open the eSign window to sign the contract, your session will expire after 1 hour.

Can I resend a declined contract without making changes?
No, you must generate a new PDF. Otherwise, the system will resend the old version without any updates.

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