eSign lets you send contracts to members and admins for an electronic signature without leaving Flex. Each recipient receives a secure link to sign, and completed contracts are automatically stored in the relevant member or company profile.
This article will help you understand what eSign is, when to use it, and how to access detailed step-by-step guides for setup, sending contracts, and handling declined ones.
eSign is a paid add-on and must be activated before use. See Pricing below, then follow the setup and usage guides at the end of this article.
In this article:
E-signatures let you send, track, and manage contracts electronically.
Both admins and members can sign securely through unique links.
Signed contracts are stored automatically in member or company profiles.
You must activate eSign before use.
Before you start
Before setting up or using eSign, make sure you are familiar with the following:
Note: eSign works within the standard contract lifecycle. If you are not yet comfortable creating and managing contracts in Flex, review the articles above before proceeding.
Pricing
eSign is a paid add-on. You are charged per signature request: each time a contract is sent for eSignature, it counts as one request. If a contract is resent, each resend counts as an additional request.
You can review your current eSign pricing and usage in the Flex Admin Portal under Settings > Account Details > Subscription Details.
Important: Before activating eSign, confirm your organization's legal requirements. The legal validity of electronic signatures varies by jurisdiction. OfficeRnD does not provide legal advice. Consult your legal team if you are unsure whether eSign meets your compliance needs.
Set up and use eSign
Follow the guides below in order. Each article covers a distinct stage of the eSign workflow.
Set up and configure eSign →
Activate eSign, configure global settings, and assign location-specific signers.Send contracts for eSign and sign them →
Generate PDFs, send contracts for signature, and sign them as an admin or member.Handle declined eSign contracts →
Manage declined contracts, regenerate PDFs, and resend them with the updated details.