OfficeRnD offers many ways to facilitate your business operations. In this article, we’ll show you how to easily send a contract for an online signature.
Paid Feature
This feature can only be enabled by the OfficeRnD team. Please contact [email protected] if you are interested in testing the eSign functionality, and we will enable it for you.
There are charges applied for every contract sent out for a signature. Charges are also applied for every re-sent contract. You can keep track of your e-sign charges by going to Settings > Account Details > Subscription Details.
Before you start
Before diving in, you may want to read more about:
Configure eSignatures
After eSignatures have been enabled, you must configure who is responsible for the signed contracts.
Go to Settings > Operations > Contracts.
Under 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. Such arrangements can be particularly dynamic. This setting lets admins modify the admin recipient of the contract for eSign before sending it.
When the setting is disabled, the recipient is either the Organization's Contact Person, or the Location's (if set). The latter takes precedence.
When the setting is enabled, only users with roles Owner, Center Manager, and 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.
On the customer’s end, OfficeRnD sends the contract for eSignature to the email of the person you selected in the contract when you created it.
Additionally, e-signature links are available right next to the contract in Contract View. This lets admins retrieve the esign link and manually send it to members (or sign it themselves.)
Location-Specific Signer For Your Organization
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:
Go to Space > Locations.
Click on a location's name to open its Edit menu.
Find the eSign tab and configure the Name and Email of the team member who needs to sign the contracts.
Sending a Contract For eSignature
There are two easy ways to do that:
Go to Operations > Contracts.
Find the contract you need and select the cogwheel icon on the right of its name.
Select Send for e-Sign.
Alternatively, you can send a contract for eSignature from the Contract's page:
Go to Operations > Contracts.
Open the Contract you'd like to send.
Find the Sign option on the top right of the page.
Click on it and select Send for eSign.
When you send a contract for eSignature, OfficeRnD sets its state to Out For Signature until both sides sign it. Once both parties sign the contract, the contract state becomes E-Signed, and the member receives an email called Contract Completed with a confirmation message and a link to download the signed contract.
Declined Contracts
When your customers receive a contract for eSign, they can decline it and provide a reason. When that happens, OfficeRnD sends you a notification using your email notification settings. As an admin, you can also decline the contract.
Declined contracts give you the option to re-send them after you make changes. It's important to remember that you must generate a new PDF file before sending the contract for eSign again. Otherwise, you'll just send the old one without the new changes.
As a general rule, wait for the customer to sign their side of the contract before you sign as an admin. This way, you'll always be able to decline if you must make edits.
Additional Information
No e-mail reminders will be sent to signers.
The E-sign links in e-mails do not expire.
If you click on an E-sign link, a window will open, which will expire after 1 hour.