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eSignature Field

Configure signatories within the template for versions 8.9 or lower

You can configure the template to auto-populate signatories when sending documents for eSignature, with the option to anchor the signature to a specified location in the generated document. This is available for both DocuSign and Adobe Sign.
note
With Contract Express 8.10 or higher, it is possible to use simplified markup to add eSignature configuration to your template. Please see the article eSignature field to learn more about it.
This article describes the more complex markup that can be used with older versions of Contract Express or if your templates already have been configured for eSignature and only need minor updates. The old-style markup can still be used in the newer Contract Express versions. Please note however that the same template cannot use both types of markup and the old markup will be ignored where the new eSignature fields are detected.

Auto-populate the signatories

It is possible to add a variable to a template that will gather signatory details from the questionnaire answers and push them to your eSignature provider when sending documents for signature.
  1. Create a computable variable named
    CE_ESignature_Signees
    .
  2. Add the following statement as the computation to the variable:
    nonrepeated(collect(list(SigneeName,SigneeEmail)))
  3. Within the computation tab of the variable, select
    Save in session
    .
  4. Add the SigneeName variable to the template, if it has not already been added elsewhere.
Please note,
CE_ESignature_Signees
 must be a list of lists where the inner list contains string pairs; the first string is the name of the signee; and the second string is the email of the signee. All signees will need to be added to this variable.
To support multiple signatory groups use the following computation in the variable:
nonrepeated(join(collect(list(SigneeName,SigneeEmail)),list(list(ChairpersonName,ChairpersonEmail))))

Anchor the signature placement

To anchor the signature to a specified location in the generated document, follow the relevant steps for your eSignature provider.
For DocuSign
  1. Within the Dictionary Editor, add a new function named
    RecipientIndex
     and define it as follows:
    -- %1 email of recipient
    -- %2 full list of recipients
    Cloaked(memberindex(%1, foreach(%2, membernth(2, %0))))
  2. Insert the following at the desired location in your template to anchor the signature placement:
    CE_SIGNATURE_ANCHOR_{recipientindex(SigneeEmail, CE_ESignature_Signees)}
In the above, SigneeEmail is a variable that contains the email address of the signee. Once resolved expect to see
CE_SIGNATURE_ANCHOR_1
note
The signature tab will be placed in the location of the
CE_SIGNATURE_ANCHOR_
 text, but it will not remove the text from the document.
It is recommended that the font colour of
CE_SIGNATURE_ANCHOR_{recipientindex(SigneeEmail, CE_ESignature_Signees)}
 is made the same as the document’s background so that is not visible.
For Adobe Sign
  1. Within the Dictionary Editor, add a new function named
    RecipientIndex
     and define it as follows:
    -- %1 email of recipient
    -- %2 full list of recipients
    Cloaked(memberindex(%1, foreach(%2, membernth(2, %0))))
  2. Within Dictionary Editor, add a new function named
    AdobeSignSignatureTab
     and define it as follows:
    -- %1 email of recipient
    "{{Sig_es_:signer" +tostring(recipientindex(%1, CE_ESignature_Signees))+":signature}}"
  3. Insert the following at the desired location in your template to anchor the signature placement:
    {AdobeSignSignatureTab(SigneeEmail)}
In the above, SigneeEmail is a variable that contains the email address of the signee. Once resolved expect to see
{{Sig_es_:signer1:signature}}
note
The signature tab will be placed in the location of the
{{Sig_es_:signer1:signature}}
 text, but it will not remove the text from the document.

Additional anchors

The following additional anchors are supported by DocuSign and Adobe Sign: initials, date, name, company, title, email.
DocuSign examples
For the first recipient in the recipient list:
CE_SIGNATURE_ANCHOR_1
CE_INITIALS_ANCHOR_1
CE_DATESIGNED_ANCHOR_1
CE_FULLNAME_ANCHOR_1
CE_TITLE_ANCHOR_1
CE_COMPANY_ANCHOR_1
CE_EMAIL_ANCHOR_1
Adobe Sign examples
For the first recipient in the recipient list:
{{CE_es_:signer1:signature}}
{{CE_es_:signer1:initials}}
{{CE_es_:signer1:date}}
{{CE_es_:signer1:fullname}}
{{CE_es_:signer1:title}}
{{CE_es_:signer1:company}}
{{CE_es_:signer1:email}}

This article applies to:

  • Product: Contract Express

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