Sometimes when requesting information, we need the final document to be signed, or we may even use the information we collect to generate a signed document. For example, a contract or agreement between different parties.
In any case, with Parallel, it is possible to add a eSignature process. We have native integrations with electronic signature solutions, so that you can use them with one simple feature and your recipients can enjoy a streamlined and 100% online experience.
💡 Integration with electronic signature is only available under request. If you are interested in this feature, please contact our sales department. |
Add eSignature on a template
The best option if you want to save time in your processes, it's to activate the eSignature in the template. This way, every time that template is used, the eSignature will be activated and set up according to your needs.
Let's see how to activate and configure it step by step.
Previously, make sure you access the template in which you want to activate it:
You can create a new template, in this article you'll learn how to do it.
or you can select an existing template, and select Edit template.
Once you are in the template go to the Settings tab and add an eSignature process.
Set up your eSignature process
When added, a window (1/2) will appear with the different configuration options:
1️⃣ eSignature provider: This option only appears when there is more than one signature provider in your account. Currently, Parallel has native integrations with 2 world wide signature providers: Signaturit and Docusign.
Moreover, if you choose Signaturit, this option allows you to choose Signaturit Sandbox, their test environment, which doesn't consume credits so that it can be used for testing, but has no legal validity.
2️⃣ Title of the document (OPTIONAL): This title will be used as the header of the document and will name the signed file. If you choose not to add a title of the document, this one will be the title of the first text block of your template.
3️⃣ When do you want the eSignature process to start? Here you can choose at which point in the process you want to send the document to be signed.
After the parallel is completed: Once all the required information is completed, the signature process will begin.
This option is recommended in processes where agility is sought and the review process is not so important.
After reviewing the information: In this option, after completing the information and checking that it is correct, the eSignature process has to be manually started by a Parallel user from the REVIEW tab.
This option is recommended in processes where it is important to check that the information is correct before signing the document.
Select continue!
A new window (2/2) will appear with the rest of the configuration options:
4️⃣ Is there a minimum number of signers? Select the minimum amount of signers.
If you already know that the document will have to be signed by a minimum of 2 signers (at least there is a seller and a buyer, for example) or a minimum of 3 signers (you know that it is a 3 parties contract, for example) you can set a minimum of signers for the template.
This feature is particularly helpful in preventing users from making mistakes when sending documents to be signed. For example, it ensures that both parties are included, as it is required.
5️⃣ How do you want Parallel to send the signatures?
All at the same time: All the signers will receive the document at the same time.
In order, signing one by one: Each signer will receive the document after the one before has signed, sequentially in the order you establish.
6️⃣ Allow recipients to add additional signers: This option will only appear if, in the previous window, you’ve set that the parallel must be signed right after the parallel is completed.
If this option is enabled, you allow the recipient to add signers when they finish completing a parallel. If you enable this option, the user that sends the parallel will have to add the recipients (who will complete the parallel) and the signers (who will sign the final document) when sending it.
7️⃣ Add instructions: Instructions help other users and recipients understand who has to sign the document. These instructions are generic for the template and will always appear before sending a parallel to be signed.
8️⃣ Include contacts who always sign the document: This option allows you to add signers that will always have to sign the parallels of this template.
It can be used to include a contact of your organization that you know will have to sign off on all the processes in that template.
⚠️ Note that when you set up the eSignature on a template, all the parallels from that template onwards will have the eSignature added with the settings you have chosen. |
Save your eSignature set up for this template!
Add eSignature on a parallel
If your template has the eSignature process added, when you create a parallel from that template, you will have this process set up by default, and you will not need to add it again.
However, if you want to edit your eSignature configuration or add it for a particular parallel you can do so in 2 different ways:
Option 1
Create a parallel from a template or choose an already existing parallel to which you want to add an eSignature process.
Go to the COMPOSE tab in the top navigation of the screen.
3. In the Settings tab, as we did in the template, you can add a eSignature process, or if it is already enabled, select the eSignature Settings button to Edit setting.
4. You can set up your signature process by following the steps explained above.
Option 2
Create a parallel from a template or choose an already existing parallel to which you want to add an eSignature process.
Go to the REVIEW tab in the top navigation of the screen.
3. Just below the REVIEW tab button you will find the eSignature space.
4. Whether there is no signature activated or the previous one has been cancelled, you will find a button with a ➕. This button will allow us to add a new signature process.
5. A window will open to configure this new signature process, you can do it by following the steps explained above.
If you want to know more about the eSignature and their statuses, you can go to our article: Check the status of an electronic signature.