You can upload the manually signed document to an agreement in DOC, DOCX, or PDF format.

Prerequisite

You can view the Upload Signed Document button after you send a document for signatures (manual or wet signatures). 

To upload signed documents

  1. In the Agreement Action Panel, click Upload Signed Document.
  2. In the Select the File section, click Browse. The Open window appears. 
  3. Navigate to the file you want to upload. Select the file and click Open.
  4. In the Click the "Attach File" button section, click Attach File.

  5. Repeat steps 2 to 4 to upload multiple signed documents.
  6. Click Continue
  7. After the documents are imported, click Return.
    You are navigated to the Agreement Detail page. The Status Category | Status of the Agreement is updated to In Signature | Fully Signed. The Executed Date field is updated. The Upload Signed Document button is not available.

    Note

    If you send multiple documents for signatures, you need to upload all the signed documents together. If you send multiple documents for signatures and upload only one document, the uploaded document is considered as the final document. 

To upload signed documents using Intelligent Import 

PrerequisiteThe Intelligent Import for Signed Document Comply System Property must be enabled to view the intelligent import option and intelligently import signed documents. The Intelligent Import settings must be configured in your org. For more information, see Comply System Properties and Configuring Intelligent Import Settings topics in Contract Management on Salesforce Administrator Guide

Restriction: You can only upload one signed document when you select the intelligent import option.

  1. In the Agreement Action Panel, click Upload Signed Document.
  2. In the Select the File section, click Choose File. The Open window appears. 
  3. Navigate to the file you want to upload. Select the file and click Open.
  4. In the Click the "Attach File" button section, click Attach File.

  5. In the Select this option for Intelligent extraction of data and clauses from uploaded file:

    1. To import offline agreement with Intelligent Import:
      1. Select the Intelligent Import checkbox to upload the agreement to Apttus Intelligent server for processing. 
      2. Click Continue. A notification message is displayed.
      3. Click Ok on the message.
      4. Click Return. This displays the Agreement Detail page. 
        The Status Category | Status of the Agreement is updated to Import | Review. The Review Offline Document button is enabled and you can review the intelligently imported document.
    2. To import offline agreement without Intelligent Import:
      1. Leave the Intelligent Import checkbox unselected.
      2. Click Continue. This displays a message stating that Documents Imported. 
      3. Click Return. This displays the Agreement Detail page. 
        The Status Category | Status of the Agreement is updated to In Signature | Fully Signed.

The fully signed documents are added as a major version with the name as Upload Signed Document in the Document Version related list. In the version aware agreements, the Document Type of the uploaded executed documents is updated as an Executed Document. 

When you upload a signed document using intelligent import, all the clauses recognized by the IDE are marked as Final in the Agreement Clauses section. When you upload a signed document without intelligent import, all the clauses are marked as Final in the Agreement Clauses section.