How to Create an Electronic Document Envelopes
Getting started
Leverage Customer data you've already entered in SecurityTrax with our Electronic Document Provider integration and easily create eContracts for your Customers to sign electronically.
Complete the following steps in order, which include configuring your Electronic Document Provider account and contract templates to accept the appropriate information from SecurityTrax when an eContract is synced.
Note: If you are part of a dealer program some or all of the following steps may be completed for you already. Please contact your dealer program provider.
- Provide your Electronic Document Provider credentials to your SecurityTrax account manager so they can get the API information from your Electronic Document Provider and make the needed connection in your SecurityTrax site.
- Prepare your contract into a PDF document that we can be used for the contract template in SecurityTrax.
- Schedule a call with us by clicking HERE to learn how to upload your contract as a template in SecurityTrax and how to edit the data labels so SecurityTrax can push data onto the eContract automatically.
How to view the Electronic Documents list
- While on a customer record, click Files.
- Navigate to the Electronic Document Envelopes section to view the list.
To create an Electronic Document
- In the Electronic Documents section click Add.
- Provide a Name and Select a contract from Template drop-down.
- Click Save.
Managing documents in an envelope
You can add, delete, and reorder documents in an envelope only while the envelope is in the Created status. Note: Once the envelope has been sent, you can no longer make changes to the documents.
To add documents to the envelope
- On the DocuSign Envelopes section, click Add.
- Select the template.
- Select the document you wish to add.
- Click Save.
To reorder documents in the envelope
- In the Documents section, click Reorder.
- Drag the documents to the appropriate order.
- Click Save.
To delete a document from an envelope
- Click the Delete icon
- A confirmation message will appear. To confirm click Delete.
Managing recipients in an envelope
To edit recipient information
- On the recipient row, click the Edit icon.
- Edit the information.
- Click Save.
Embedded Signing
Embedded signing allows a recipient to sign the contract through the SecurityTrax site. The recipient will not receive an email with a link to sign the contract.
To delete a recipient
- Click the Delete
icon on the recipient row. - Confirm by clicking Delete.
Note: You can only delete a recipient before they sign the contract.
Sync and Send the envelope
- To get the customer data entered in SecurityTrax on to the contract, click Sync.
- To start the signing process click Send.
Signing
If recipient has embedded signing, they may sign the contract in SecurityTrax.
- On the recipient row, click Sign Here.
- This will open a window for the recipient to view and sign the contract.
- Continue signing process for each recipient.