This article explains how to send an external document for signature via Tomorro.
If you'd rather store in Tomorro a document already signed outside of Tomorro (PDF signed via DocuSign, Yousign, scanned handwritten signature, etc.), see the article Store a signed document.
Import the document
At the top left of your interface, click "+ New contract" then select "Sign a document".
Select the contract type from the options available for your organisation.
Why choose a contract type? This will apply certain presets (defined by administrators) adapted to your document, such as:
Automatic naming or filing
Automatic creation of reminders
Creation of an adapted summary sheet
Import your document in PDF or Word format
Enter the name of your counterparty
Click "Create the contract"
Add Tomorro signature zones
Once the contract is generated, you will find your PDF or Word document in the Tomorro editor.
Click "Add signature zones" in the centre of the screen.
Add zones by clicking "+" then "Add signatory".
Select the internal signatory, enter the email address of the external signatory.
You can add as many signature zones and signatories as you wish. For an internal-only signature, keep only the internal signatories: remove the others with “Delete this signatory”. Each remaining signatory must have at least one zone. The counterparty field remains mandatory at creation: for example, enter the name of the internal signatory.
Customize the signature if necessary (optional)
Select a signature order (optional)
Click "Validate preparation"
Add a note if not already defined upstream (optional)
Click "Send for signature"
The signatories can now sign the document.
If an approval is required before the document is signed, it will be shown at this final step.
📌 The Oro agent can do this for you: ask it in the chat to add a signatory (a member of your organization by name, an external signatory by email address), then to send the document for electronic signature. Adding a signatory is done directly, without a confirmation card: be precise in your request. Sending asks you to confirm on a card before acting, and only works for Tomorro's electronic signature (not DocuSign). If a signatory does not yet have a signature zone, the agent opens the signature preparation screen for you to place it. See all the agent's actions in the article Delegate actions to the Oro agent.
Send multiple different external documents for signature
Tomorro does not provide a native feature to send multiple different external documents for signature in a single action.
How to proceed in practice?
You need to create each document one by one by repeating the procedure above for each file to send for signature.
The bulk send for signature feature is designed for another use case: generating multiple contracts in bulk from the same Tomorro template.
Result
Once the document has been signed by all signatories, the signatures will appear at the location where the signature zones were placed. A signature certificate accompanies the signature as shown below:
