eSign setup

If your project is integrated with an eSignature provider, you can embed common signees into your project templates. The eSign setup configuration lets you add the names of up to 10 recipients, along with their companies, titles, and email addresses that can be used with every contract in the project.

Each eSign recipient field in the list has a corresponding template tag. You can add the tag to templates to require the signee's signature. The tags are read when sending the document for signature. The recipients are also available to add to a document when you send the document for eSignature. See Contract Writer for information about sending documents for signature. See Template types subtab for information about using tags in templates.

If you edit the eSign setup, the recipients are available for new contracts only. You can override the eSign recipients in the eSign section of the Contract header details.