You can use the VendorPanel- a Unimarket Company integration with DocuSign to request digital signatures on important documents, most commonly contracts submitted through the Advanced Contracts Management module. This process is typically initiated during the approval of a contract initiation.

Prerequisites

• You must be an user with permission to manage contracts.
• The DocuSign integration must be enabled for your organisation (it is paid functionality). Contact your Account Manager if interested.
• You must have the contract document that requires a signature.

Identifying a DocuSign Approval

It's important to know how to identify when an approval step will use DocuSign for a digital signature, as opposed to an in-system approval.

• Document Upload Section: At the end of the contract setup, if DocuSign is being used for the submission, you will see a section for uploading the document that needs to be signed just above the Submit button.
  
• 'DocuSign' Tag: When viewing the approval request and the list of approvers, a 'DocuSign' tag will appear in the top-right corner of the approver's step to indicate it is the method of approval.
  
• Vendor Signature Requirement: You may encounter an approval step specific for requesting a signature from a Vendor. This step will have the 'DocuSign' label and a blank email address field. You must enter the Vendor's email address here, as this is where the request will be sent.
  

How to Add Signer Tags to Your Document

Signer tags are added to your document to indicate where each person needs to sign and ensure they're taken directly to the required location.

1. Open the contract document that requires a signature.
2. Insert the appropriate signer tags where signatures are required.
   • <<signer1>>: Indicates where the signature needs to be added.
   • <<signer1name>>: Automatically adds the signer's name as per their VendorPanel - a Unimarket Company profile.
   • <<signer1date>>: Automatically adds the date and time of when the document is signed.
   • Note: The number (e.g., '1') refers to the sequential order in which the person signs. If there are multiple signatures required, update the number in the tag (e.g., <<signer2name>>) to correspond with the order of the approval steps in VendorPanel - a Unimarket Company.
3. Change the Tag Color: Highlight the signer tags and change the text color to match the document's background color (e.g., white). This ensures the tag is not visible in the final document, but DocuSign will still recognise it.
4. Save your changes to the document. It can be submitted as a Microsoft Word document or a PDF; check your internal process for the correct format.

How to Submit Your Request for Signature

Navigate to the contract's approval submission page in VendorPanel - a Unimarket Company.

Upload the document containing the signer tags in the section provided.

Submit : You can then select the Submit button below the list of approvers. The approvals will be sent in sequential order, meaning once the first approval step is completed, it will be sent to the next approver until all approval steps have been completed.

Viewing the Signed Document

Once the signing process is complete, you will be notified and can access the final document.

1. Email Notification: The submitter will be notified via email once all signatures have been completed.
2. Download from Submission Record: Against the submission record, you can download the signed document and a 'certificate of completion' produced by DocuSign.
   
   
   The Signature will appear like:
   
3. Confirm Contract: From there, the contract setup is fully approved, and you can confirm the contract.
4. Access in Management Phase: Once the contract is in a management phase, the signed document will be accessible under the Details tab, within the Documents sub-area, at the bottom of the page under the Approve Documents section.
   
   

Troubleshooting

What's Next / Related

• Configure Approval Routes