Support Support PRONOTE Campus

  • Electronic signature – Step 2: create a template or use an already existing convention template

 
All the templates can be submitted for signatures. You can create new templates or use existing ones.
  1. Go to the display Communication > Mail and documents > Templates.
  2. From the list on the left, create a new template or select one of the already available templates.
  3. On the right, click on the tab Share (electronic signature and publication).
  4. Select the option Make eligible for the signature.

  5. In the section Publication of signed document, click on Add a signatory role.
  6. In the pop-up window, tick the those intended to sign the document and validate.
  7. Another window appears to specify: 
    • the signatories;
    • those whose signature is optional. This means that the absence of a signature from them will not block the completion of the process.
     
  8. Validate.



  9. You can impose an order in the signature circuit. Tick the option Impose the order of signatories. Then use the buttons et to modify the order. In all cases, order or not, the Principal or his/her representative will always sign last.



    On the line of some signatories, the button allows to respecify the signatory.
    In particular, it is possible to designate a representative for the institution at that time. If a representative is designated, only that person will be notified of any documents awaiting finalization by them.
  10. At the bottom of the display, configure the settings related to the publication of the signed document and its nature. Once the document has been electronically signed by all parties, it is then possible to consult it from the different Webspaces or from the Client .

  11. Then click on the tab Contents in order to view the document that will be transmitted.
  12. The new tags corresponding to the different concerned signatories are automatically integrated at the bottom of the document. Improve their positioning in the document by adding, for example, spaces between the different blocks.
  13. Click on the button Save to take into account your new document intended for the signature.



  14. The template used for the electronic signature is easily identifiable in the list thanks to the green tick mark visible in the column .

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