Contracts in OfficeRnD can be signed electronically by both admins and members, making the process faster and more reliable. Each signer receives a unique link, ensuring that signatures are collected securely and applied to the correct document.
This article explains how to send a contract for eSign, sign it as an admin or member, and understand the signature statuses as the contract moves through its stages.
Before you start
Before sending or signing contracts with eSign, make sure you are familiar with:
Send a contract for eSign
When you create a contract, follow these steps to send it for eSign:
Go to
Operations > Contracts and open the contract.Click Generate PDF. Only then can you send the contract for eSign.
Click Sign and select Send for eSign.
Alternatively, you can click the cogwheel icon
on the Contracts page and select Send for eSign.
Select the admin who will receive a copy of the contract to eSign and click Send for eSign.
The contract will be sent to the selected admin and to the member to whom the contract is issued. Each recipient receives a unique personal eSign link, ensuring that every individual signs their portion of the contract correctly.
Send a contract for eSign manually
You can find both eSign links (admin and member links) in the eSign Links section of the contract overview. You can copy the member link and manually send it to members if needed, or sign it yourself. You can sign both the admin and the member contract parts using the respective links.
eSign contracts
To eSign a contract, members and admins must:
Open the email they have received and click the link.
Click Get started.
Click the field where they must insert their signature.
Draw their signature. Alternatively, they can upload a picture of it or type their name. Then, click Insert.
Click Continue.
Click I agree.
They will receive confirmation that the contract has been successfully signed.
When the contract is signed by both parties, the member will receive a "Contract Completed" email with a link to download the signed contract.
Contract stages and signature statuses
When you send the contract for eSign, its signature status will change to "Out for Signature".
When the contract is signed by both parties, the contract stage will be updated to "Signed" and the signature status will be updated to "E-Signed".
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:
