By setting up your company's workflow, it will be possible to set up workflow to be approved within the company before signing.
By doing this, it is possible to complete the process in batch from settlement to signature within Agree.
Process flow is as follows:
① Document registration
② Internal approval according to workflow
③ A signature request is sent after all in-house approval is completed
Step 1 Click "Request sign" button on top of the page
Step 2 Upload the document
* For documents that can be uploaded, only PDF, Word, Excel documents with protection or no password will have a total limit of up to 20 MB. (When uploading in Word or Excel, it takes time to convert PDF · there is a possibility that the format will collapse etc)
Step 3 Confirm and click "Next" button to enter document information.
Step 4 Enter the document details on the document detail page. When you check the workflow box, the setting screen will be displayed as below.
Step 5 Register the "Approver". Since approval is done on Agree, the "approver" should have an account on Agree.
* Click Add button to add more approver
※ Click on + if you want to get approval for anyone among multiple approvers
Step 6 If there is no problem on the confirmation screen, click "Next" button to set signature position
Step 7 Drag the pen mark to set the signature position.
After deciding the position, the size can't be changed.
Step 8 Click on "Send" button
Step 9 When registration screen is displayed on the screen of the document list, registration is completed.
10 The e-mail with the following title will arrive under the approver.
Title: 【e-Contract Service Agree】 approval request
Click the URL in the mail and log in to Agree.
11 When you log in, the document information screen opens. Confirm the contract with input information or preview, click the option "Send" to approve or reject in the column of "Company workflow approval" at the bottom
12 If you approve, a signature request email will be sent to the signer.
In the event of reject, the following e-mail will be sent to the person in charge.
Title: 【e-Contract Service Agree】 Approval Rejected
Please refer to the following link for the signature method after this
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