E-Signature

1. E-Signature

When you enable the E-Signature feature, the E-Signature component on an object detail page lets you use a print template or a Files-type field as the source document, enabling ShareCRM users to quickly initiate e-signature workflows from within the system.

1.1 Bind an E-Signature Service Provider

Before using E-Signature, you must bind your ShareCRM tenant to an E-Signature Service Provider. You may bind a newly registered provider account or an existing provider account. E-Signature fees are billed separately by the Service Provider; contact the chosen provider for pricing.

In the Admin Console under the E-Signature menu, enable E-Signature and bind the Service Provider.

Prior to binding, you must: 1. Select a Service Provider 2. Enter your company’s legal registered name 3. Select the authorized company user who will complete the binding (this user must present the original business license during the binding process)

After the binding process starts, the authorized user receives SMS instructions to complete binding. Once binding finishes, refresh the Admin Console to display the bound E-Signature tenant name and to enable the global Contract Lock (silence-sign) Attribute.

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1.2 E-Signature User Management

After binding a Service Provider, grant which employees in your company have signing permissions.

On the E-Signature management page, open the User Management tab and add users who need signing permissions.

Added users receive an SMS that guides them to complete personal identity verification and grant E-Signature authorization. Once they complete verification, their status updates to Authenticated.

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1.3 Using the E-Signature Feature

Add the E-Signature component to an object’s detail page (Web or mobile). When adding the component, configure the following settings:

1. Document source (Template or File field)

2. Template selection or File field (this option changes dynamically based on the Document source)

   Note: You can place transparent-font placeholders in the signing document to specify default signing positions: - Signature placeholder: #{signer_N} (N = signer step number) - Signing time placeholder: #{signer_time_N} (N = signer step number) - Cross-page signature placeholder: #{crosspage_signer_N} (N = signer step number; only the vertical coordinate is used; set on page 1) - Contract Lock placeholder: #{silence_sign} - Contract Lock time placeholder: #{silence_sign_time} - Contract Lock cross-page placeholder: #{silence_crosspage_sign}

3. Internal signer type (Individual or Enterprise)
4. External signer type (Individual or Enterprise)
5. Signing method (Manual Signature or Contract Lock). Contract Lock (silence-sign) becomes available only after enabling it in the Admin Console and after the authorized user completes verification.
6. External signing action (Enterprise seal, Agent signature, Legal representative signature) — this Attribute applies only to Contract Lock

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Drag the E-Signature component onto the object detail page and click the Initiate button to open the new E-Signature creation page.

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On the E-Signature page, add internal and external signers. Click Save to start the e-signature process.

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Internal and external signers receive signing SMS notifications. The signing progress displays on the E-Signature component.

You may send a reminder (chase) during the signing process; the current pending signer receives a reminder SMS.

After completion, the signed document is available for viewing in the E-Signature component.

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If signing completes or is interrupted for any reason, you can click Initiate again to restart the E-Signature flow.

After initiation, the system automatically creates an E-Signature record on the prebuilt E-Signature object. That record stores detailed information about the e-signature transaction.