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E signature contract

in our video we are going to focus on contract management e-signature integration using signature tasks in order to use this feature first off you would need to have a contract management subscription with ariba you would also need to have a subscription with one of our e-signature providers such as docusign or adobe sign once you have those subscriptions they assist you with configuring your rom there is no integration configuration that you will need to perform as a customer it is all pre-configured in the realm it's just a matter of turning it on why set up e-signature integration mainly it's to drive operational efficiency there's a few features that actually were really beneficial from an from an end user standpoint such as the automated transfer of contracts from the ariba system to the e-signature tool and it's also in reverse once the signatures have been obtained the docusign or the echo sign features will compile that into a pdf readable copy and it will all automatically place it on your documents tab so it eliminates the need to download and upload documents it also provides the ability to auto snap signature blocks to the correct locations of your contract templates and it also can import fields from the create screen on your contract into the contract itself the feature that actually drives this integration is called a signature task for those who are familiar with workflow management in the contract management modules you'll know that you have approval tasks you have review tasks a signature task is a new feature that's available once you turn this feature on signature tasks can be linked to a single document or a folder and the documents can incorporate document properties like i mentioned prior i'm going to log into the tool and provide a quick overview of a signature task i am now logged into the contract and as you can see it's a technical consulting services agreement it's already pre-created in this sample or in this example i've created the signature task from the template level so as an administrator they can pre-configure the workflow to include the signature task some companies i've seen request that their end users created ad hoc if i was in one of those scenarios i could do that by clicking on the documents tab and then i can create the signature task off of the document that i want to actually create it off of so in this case i would create it off this purchasing agreement and using signature if i needed to append the schedule a and schedule b i would then create a folder place those documents in that folder and then create it off of the folder i am now in the workflow and like i mentioned i pre-created the signature task in the workflow from the template level so you can see it here we've we have it in process i've withdrawn it so i'm going to go back in and show you what it looks like to submit the task okay i'm going to click click a new round i have to pick my e-signature provider so you can have multiple e-signature providers configured in your site as you can see here i have docusign you can also have adobe as well i'm going to select docusign normally these will be blank on your first round because i've done this before it's already preset these are pulling from business contacts and supplier users if you notice that those users are not available you can always create one ad hoc by filling out the required information as you can see the name email address and title are required i then am required to type in a message and then submit once i click submit it invokes the integration between ariba and your e-signature provider and in this case i selected docusign i've highlighted in yellow the document properties these are fields that were on the create screen in ariba that automatically carried over based on our configuration so i've highlighted them yellow just to make them stand out normally they would not be in yellow the other thing to mention is the signature blocks so as i scroll down there are signature blocks that have been pre-created in the site automatically so the end user does not need to drag and drop they can just hit send however they wanted to include additional items they can just drag and drop they can also incorporate additional signature blocks if needed to do that they would click on back and then they can click add recipient they can require if they're a signer or if there it's read only as you can see i've already created one date field for one of the signatures and then to switch the signature block i would select the additional signatory and then use that so you'll see multiple colors and different users here and that's how you switch from one to the next once i hit send it's going to send this to both me and the supplier at the same time you can actually set it up to be more chronological as well and now brought me back into uriba and as a reference it did email out any signature this was actually one that i've done before but to save time i've i've actually just showed you the a prior one by hitting review document i log in i can sign it um the supplier can also sign it and like i mentioned this can be in chronological order or in parallel at the same includes the demo for more information contact your customer engagement executive or refer to the help menu under help center you