E-signature in Irys One
Sending for signature
Sending an agreement out is one sheet rather than a series of screens. You work down it from top to bottom, and it tells you what is still missing before it lets you send.
Open the sheet
Click Send for signature at the top right of the Sign page. You can also start from a document you already have: Sign document sits in the actions on any document in the Library or on a matter, and opens the same sheet with that document attached. Starting from a matter fills that matter in. The sheet has five blocks, in order.
What is this called
Name the request. This is the name that appears in the register and the name the other side sees, so name it after the agreement and the party rather than after the file.
What are they signing
Add the documents. From your Library picks a document you already have in Irys. Upload a file brings in a new one. A counter on the right keeps a running total of how many documents the request holds.
Who signs it
Add each person with Add someone else, then give their name, their email, and their role. A Signer signs. A Reviewer looks at it first and has to be someone in your workspace. A CC receives a copy. Until you have placed their spots, each signer is marked Needs a place to sign, so you can see what is missing before you send.
You cannot add your own email as a recipient. To sign something yourself, see below.
Where do they sign
Place the spots. Until the request has a document, this block tells you to add one first. Once documents are in, Move the spots opens the document so you can place one for each person who signs.
How long do they have
Set the expiry. It starts at 14 days, and the steppers move it up or down. Add a note to them opens a short message that goes out in the email each signer gets.
Placing the spots
A spot is one place where one person signs. There are two kinds: a signature and a date.
Open the document
Click Move the spots under Where do they sign?. The document opens with the page you place spots on.
Pick the kind and the person
Choose a spot type, signature or date, and the recipient it belongs to.
Click and drag on the page
Drag out the spot where it belongs. Each signer's spots appear in their own colour, so four spots across two signers stay readable at a glance. The trash icon removes one.
Save
Click Save. Back on the sheet, Everyone has a place to sign confirms that nobody is missing one.
The rule that holds back Send it
Send it stays off until every signer has at least one spot. The count is per signer, not per document. A signer with one spot anywhere in the request is ready, however many documents the request holds. Until that is true for everyone, the footer says so and Send it is disabled.
If Send it will not turn on, the missing piece is a signer with nowhere to sign. Go back to block four and give that person a spot.
Check it before you send
See what they'll get, at the bottom left of the sheet, shows the process the recipient goes through: agreeing to sign electronically, reading the document, signing, and finishing. It is there to show you the shape of their experience. It is not a live document and nothing can be signed inside it.
Save draft and Send it
Save draft keeps the request so you can come back to it. It appears in the register at the Drafting stage, marked as not sent yet, and the row menu offers Edit agreement to reopen it.
Send it sends the request to everyone on the signer list. From that point the agreement moves through the stages you follow on the Sign register.
The request carries its matter for the rest of its life, and that is the matter the signed document files back into once everyone has signed.
Starting from somewhere else
You can also start a request from a chat rather than from the Sign page. See Send from Workbench.
Signing something yourself
Not every document needs to go to someone else. A document in your Library can be signed by you, without sending a request, using the same Sign document action.
This is the way to sign something yourself. You cannot add your own email as a recipient on a request you are sending.