Click to Agree is a new signature type that makes signing as easy as a single click.
Agreements completed by Click to Agree on the signature block appear on the audit trail as normal, with the date and time stamp of the interactions, along with the option of adding an IP address.Show Me How
This feature requires the setup of a Click to Agree template for your organization. Contact your Agreement Express customer success manager for details on configuration.
Once your organization’s Click to Agree template is set up, it will appear in your template selection when you click the pink Floating Action Button (FAB). Select the template and set up your agreement.
Upon launching the agreement, the recipient simply clicks the signature block, then hits Save and Send.
When client service requires face-to-face interaction, we make in-person signing seamless and convenient. Your signers can sign in sequence on a single device, without having to relaunch the transaction.
This feature is disabled by default, but can be enabled on a per-company basis.Show Me How
When publishing the agreement, toggle the option for “There are multiple signers with me.”
Once opened as a signer, the agreement is published and you can choose which signer to open as. When the first recipient completes signing, the popup appears to open as the next signer.
Did you know you can configure signature blocks to display the date stamp and IP address of where and when the agreement was signed? This enhanced identity verification gives your compliance team peace of mind when it comes to security records and KYC.Show Me How
When adding a new signature block, check the boxes to include date stamp of when the signature was placed and the IP address of where it was signed.
The date/IP stamp will appear underneath the signature.
Your Customer Success team is here to help you get the most out of your Agreement Express investment. Contact us at firstname.lastname@example.org with any questions.