While receiving and managing client applications, you may need some documents to get signed by recipients as part of your project or onboarding process. The e-contract feature will allow you to receive legally binding eSignature without using external apps. You can therefore create your own list of e-contracts and import as many as needed into your templates or applications.

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In this tutorial, we will cover the following topics. 

  • Definition of electronic signatures
  • Are electronic signatures legally binding
  • Definition of digital signatures
  • Which solution is available with Clust
  • Setting up an e-contract
  • Available fields for e-contract
  • Deleting an e-contract field
  • Importing an e-contract in a template
  • 🆘Questions/Answers🆘
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  • Definition of electronic signatures
  • Are electronic signatures legally binding? 
  • Definition of digital signatures
  • Which solution is available with Clust

Clust offers both solutions: electronic and digital eSignatures.
The electronic Signature is free and unlimited and uses email verification.

The digital eSignature needs activation in the Booster section. This solution uses SMS verification and an electronic certificate which is adding an additional layer of security to your signed contracts. Scroll at the bottom of the page to learn more.

  • Setting up an e-contract

1-Go to 'Resources>E-contracts' to create a new e-contract

2-Click on 'New e-contract' and name your future template

3- Click 'Upload file' to import from your computer your existing contract in PDF format. Wait a few seconds while the we process the document.

4-Go to 'Go to Fullscreen editor' to add your fields more easily. Right click on your document to add the fields your need recipients to fill out.

Resize each field using the top right corner of the field. Use the little pencil to mark a field as mandatory or add a placeholder.

5-Drag and drop the fields where you need and click on the little pencil icon to mark a field as mandatory ( Note that eSignatures are always mandatory)

  • Available fields for e-contract

-An external signature placeholder: a place for the recipient to insert their eSignature, you can name this placeholder if you need multiple people to sign this document (Recipient will have to share their password with additional people)

-An internal signature placeholder: a place where your own or manager's signature will be captured by default. You could have your company manager sign there for example.

-A text field: a text area where recipients can add their name for example

-A date field: a text area where recipients can add a specific date for example

-A checkbox: a tick box if you want to capture consent

-A merge field: a form field or a dynamic field available in your applications . Eg: {CONTACT_FULLNAME}

  • Deleting an e-contract field

Click on the little pencil to access the pop up where a bin icon will allow you to delete a field. 

  • Importing an e-contract in a template

When you're done preparing your e-contract, go back to Resources>Application templates to import your e-contract into one of your templates.
1-Go to your template and click the 'Add new items' button.
2-Hit the 'Signed e-contract' box and name your e-contract
3-Pick the e-contract you want to import from the dropdown and confirm

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