The documents that you send for eSignature, are signed and returned back to your agreement or quote/proposal. The documents will be returned to the related agreement or quote/proposal. This feature can be controlled by Filter RSPC by Primary Agreement Status and Update RSPC Agreement Status custom settings in Comply System Properties. These system properties work only if Select Attachments for Related/Sibling custom setting in Comply System Properties is enabled. The Agreement Status of both Parent and Child Agreement will be updated after the documents are signed. For example, if you have a Primary Agreement and it has a Child Agreement; you send both agreements for signature. Once signed, the agreements are then returned to the related agreements in Notes & Attachments section.
The signed documents are then stored in the Files, and Notes & Attachments related lists of that agreement or quote/proposal. If you have enabled Version Aware for your agreement, they are stored in the Document Version related list.
For more information on the custom settings, refer to Comply System Properties. For more information regarding Document Versioning, refer to Versioning Contract Documents.
For a clear understanding on how the custom settings work, refer to the following use case.
| Primary Agreement Sent for Signature | Contains a Child/Related/Sibling Agreement | Filter RSPC by Primary Agreement Status checked? | Update RSPC Agreement Status | Result |
|---|
| Yes | Yes | Yes | Yes | A user sends an agreement that contains an agreement from Related Agreements as well. Once the recipient signs both documents, Agreement Status will reflect Fully Signed. These activities are reflected in Activity History. |
| Yes | No | Yes | Yes | A user sends a primary agreement that does not contain any other agreement. Once the recipient signs the document, Agreement Status will reflect Fully Signed. These activities are reflected in Activity History. Related Agreements associated with the primary agreement will not be affected. |
| Yes | Yes | Yes | No | A user sends an agreement that contains an agreement from Related Agreements as well. Once the recipient signs both documents, Agreement Status will reflect Fully Signed. These activities are reflected in Activity History. The Agreement Status of related agreements associated with the primary agreement will not be affected. |
In case of recall of a document, the Agreement Status is updated to Ready for Signatures and then updated to Fully Signed after the document is signed.
To view a signed document
- Click the Agreements tab.
- Select the agreement that you want to view.
- Navigate to Document Version, Files or Notes & Attachments related list, and select the agreement with suffix .signed to view the signed agreement.
For demo purpose, we have selected an agreement. You can perform same steps for Quote/Proposal by navigating to Proposals tab.