You can upload the manually signed document to an agreement in Md, DOCX, or PDF format.

Prerequisite

  • You lot can view the Upload Signed Certificate button after you send a document for signatures (transmission or moisture signatures).
  • The Intelligent Import for Signed Certificate Comply Organisation Holding must be enabled to view the intelligent import option and intelligently import signed documents. The Intelligent Import settings must be configured in your org. For more than information, run across Comply Organization Properties and Configuring Intelligent Import Settings.

Restriction

You lot can only upload one signed document when you select the intelligent import option.

To upload signed documents

  1. In the Agreement Activeness Panel, clickUpload Signed Document.

  2. Click theUse Intelligent Discovery toggle button to perform the intelligent discoveryor leave the toggle push button as is to import the document without intelligent discovery.

    When the Intelligent Import for Signed Certificate comply organization property is enabled, the Utilise Intelligent Discovery is turned on past default.

  3. Yous tin either click Upload Files or drag and drib your files. If y'all had turned on the Use Intelligent Discoverytoggle button, you can upload only one document.
    This displays the Upload Files popup.

  4. Later the upload completes, clickDone.
    A listing of files uploaded is displayed. You can likewise add comments for each uploaded file.

    If you upload a unmarried file, you can turn on the Utilise Intelligent Discoverytoggle push button and the uploaded certificate is intelligently imported. If you lot upload multiple files, you cannot plow on the Use Intelligent Discoverytoggle push button.

    If you ship multiple documents for signatures, y'all need to upload all the signed documents together. If you send multiple documents for signatures and upload merely one certificate, the uploaded document is considered as the final certificate.

  5. Click Import.
    You are navigated to the Agreement Particular folio.

For documents imported without intelligent discovery, the Condition Category | Status of the Agreement is updated toIn Signature | Fully Signed. The Executed Appointment field is updated.When y'all upload a signed document without intelligent discovery, all the clauses are marked as Final in the Understanding Clauses section.

For documents imported with intelligent discovery, the Status Category | Status of the Agreement is updated to Import  | Review . The Review Offline Certificate button is enabled and you lot can review the intelligently imported document. The fully signed documents are added as a major version with the name - Upload Signed Document in the Document Version related list. In the version aware agreements, the Certificate Type of the uploaded executed documents is updated equally an Executed Document. When y'all upload a signed document using intelligent discovery, all the clauses recognized past the IDE are marked every bit Final in the Agreement Clauses department.If the APTS_AsyncMergeEmail admin entry is set to true, you lot will receive an email notification after the signed document is uploaded. For more data, see Admin Entries.