E-Signature

E-Signature

After enabling the E-Signature feature, you can quickly initiate e-signature workflows from ShareCRM by using print templates or file-type field values as signing sources via the E-Signature component on object detail pages.

1.1 Binding E-Signature Service Provider

Before using the E-Signature feature, you must bind your ShareCRM enterprise account with an E-Signature service provider. You can either register a new account or bind an existing one. Note that fees for e-signature services are billed separately from ShareCRM—consult your chosen service provider for pricing details.

In the Admin Console, navigate to the E-Signature menu to enable the service and bind a provider.

Before binding, ensure you:
1. Select an E-Signature Service Provider.
2. Enter your company’s official business registration name.
3. Designate an authorized user for authentication (this user must present the company’s business license during binding).

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The authorized user will receive SMS instructions to complete the binding. Once finished, refresh the Admin Console to view the bound tenant name and enable the “Silent Sign” global attribute.

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1.2 E-Signature User Management

After binding a service provider, authorize employees with signing permissions.

In the E-Signature management page, navigate to the User Management tab to add users. Authorized users will receive SMS prompts to complete identity verification. Once authenticated, their status updates to “Verified.”

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1.3 Using E-Signature

Add the E-Signature component to an object’s detail page (Web or mobile) and configure:
1. File Source: Template or field.
2. Template/Field Selection: Dynamically adjusts based on step 1.

Placeholder Guidelines (set as transparent text in templates):
- Signer placeholder: #{signer_N} (N = node SN)
- Signing time placeholder: #{signer_time_N}
- Cross-page seal placeholder: #{crosspage_signer_N} (N = node SN; only vertical coordinates apply; set on first page only)
- Enterprise silent seal: #{silence_sign}
- Enterprise silent seal time: #{silence_sign_time}
- Enterprise cross-page silent seal: #{silence_crosspage_sign}

1. Internal Signer Type: Individual or enterprise.
2. External Signer Type: Individual or enterprise.
3. Signing Method: Manual Signature or Silent Sign (Silent Sign requires Admin Console activation and user authorization).
4. External Signing Action (Contract Lock only): Enterprise seal, agent signature, or legal representative signature.

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Drag the component into the object detail page and click Initiate to launch the e-signature workflow.

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Add internal/external signers, then click Save to start the process. Signers receive SMS notifications, and progress is tracked in the component.

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Use the Remind button to send prompts to pending signers. Completed documents are viewable in the component.

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If interrupted, click Initiate to restart. The system automatically creates an E-Signature record in the predefined object, logging all workflow details.