Support PRONOTE-
Electronic signature - Step 2: Create a template
Documents intended for electronic signature must be created among the templates.
- Go to the display Communication > Mail and documents >
Templates. - From the list on the left, create a new template (or duplicate an existing one) and select it.
- On the right, click on the tab Share (electronic signature and publication).
- Select the option Make eligible for the signature.
- Click on Add a signatory role.
- In the pop-up window, tick the people intended to sign the document.
- In the next window, specify whether the signatures of the individuals involved are mandatory or optional, then validate.
Note
The absence of signatures from individuals for whom a signature is optional will not prevent the process from being completed. - On the line of certain signatories, the button
allows to specify the type of signatory.
- Optional: you can impose an order in the signature circuit. Tick the option Impose the order of signatories. Then use the buttons
and 
to modify the order. In all cases, order or not, the Principal or his/her representative will always sign last. - Then click on the tab Contents in order to view the document that will be transmitted.
- The new tags corresponding to the different signatories concerned are automatically integrated at the bottom of the document. Improve their positioning in the document by adding, for example, spaces between the different blocks.
- Click on the button Save to take into account your new document intended for signature.
- 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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