Prerequisite: You have completed the negotiation of your contract and are now ready to launch the signature process with the counterparty.
If the contract type you are using has been configured by your administrators to use Tomorro's native signature, the entire process (including the signing phase) takes place within Tomorro.
Preparing the signature
To get started, open the contract and click "Send".
Choose to send the contract for signature by clicking "Prepare signature".
Button is greyed out? Check in review mode that all suggestions have been resolved, accepted or rejected. Comments, on the other hand, do not block sending and can remain open.
Signature zones & settings
Signature zones appear in blue (your organisation) and yellow (your counterparty).
Need to add new signature zones? Add them directly on the document with your mouse cursor: a "✚" appears on your contract.
Add the signatories in the panel on the right of the screen under "Signatories".
Customize the signature if necessary (optional)
Select a signature order (optional)
Once signature preparation is complete, all red indicators will have disappeared.
Click "Validate preparation" at the top right of your platform.
Button is greyed out? This usually means that at least one signature zone has not yet been added to the contract. Add the missing signature zone(s) to be able to validate the preparation.
Each signatory in the list must have at least one zone: a signatory without a zone is marked "Missing zone". No counterparty signatory is required: to remove a person who does not need to sign, hover over them in the list of signatories and click "Delete this signatory".
Sending for signature
You will then be redirected to the "Send for signature" page, where you will find:
The names of the signatories (internal and external)
The signature order
The note addressed to the counterparty (predefined by your administrators or customisable)
Automatic reminders (customisable)
The counterparty receives a reminder every 5 days, for a total of 3 reminders.
If you do not want reminders to be sent, turn off the Automatic signature reminders sent to signatories every 5 business days switch when sending.
Check the settings
Click Send for signature to confirm
📌 The Oro agent can do this for you: ask it in the chat to add a signatory, remove one (as long as the signature has not started) or send the contract for Tomorro's electronic signature (not DocuSign). Adding and removing a signatory are done directly, without a confirmation card: be precise in your request. For sending for signature, it asks you to confirm on a card before acting. See all the agent's actions in the article Delegate actions to the Oro agent.
Approval workflow before signature
In the case of Tomorro's native signature, if signing the document is subject to an approval workflow, it will appear as shown below:
By clicking Send for signature, the approvers will be notified.
Once the contract has been approved by all approvers, it will automatically be sent to the signatories. At the time of signing, the signatory will be able to enter their first name, last name, and any other required information.
Track the signature status of all your contracts via your dashboard: Negotiations in progress.