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Send an external document for signature with Tomorro

How to send an external document for signature using Tomorro?

Updated yesterday

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 "Sign this document"


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 a 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.

  • Click "Validate preparation"

  • Add a note if not already defined upstream (optional)

  • Click "Send for signature"

The signatories can now sign the document.


Result

Once the document has been signed by both parties, the signatures will appear at the location where the signature zones were placed. A signature certificate accompanies the signature as shown below:

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