Using Adobe Sign - Revision history

WikiSysop at 14:01, 14 February 2022

2022-02-14T14:01:10Z

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AmolRedij at 09:03, 19 January 2022

2022-01-19T09:03:24Z

AmolRedij at 07:18, 19 January 2022

2022-01-19T07:18:10Z

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IDT-1 at 13:20, 11 June 2021

2021-06-11T13:20:13Z

IDT-1 at 17:01, 31 May 2021

2021-05-31T17:01:07Z

IDT-1 at 09:22, 12 September 2020

2020-09-12T09:22:33Z

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IDT-1 at 11:05, 3 August 2020

2020-08-03T11:05:42Z

IDT-5 at 12:41, 13 September 2019

2019-09-13T12:41:48Z

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IDT-1 at 06:31, 6 September 2019

2019-09-06T06:31:17Z

IDT-1 at 05:13, 3 September 2019

2019-09-03T05:13:00Z

@@ Line 45: / Line 45: @@
 *Electronically: ICI uses Adobe Sign and DocuSign for electronic signatures.
 *Hybrid: The document can be signed both electronically as well as manually.
-<div class="image-green-border">[[File:Signature Types.png|720px]]</div>
+<div class="image-green-border">[[File:Signature Types.png|720px|Signature Types.png]]</div>
 To send an Agreement to an external signatory, '''click'''&nbsp;"Send For External Signature"&nbsp;in the <a href="Agreement%20Details%20Page">Agreement Details Page</a>. The External Signatory receives an&nbsp;email from Adobe Sign or Docusign in the following format:
 <div class="image-green-border">[[File:New format.png|720px|RTENOTITLE]]</div>
@@ Line 65: / Line 65: @@
 .&nbsp;'''Select "'''Agreement Management"''&nbsp;''on the Dashboard. The&nbsp;Agreement Management''&nbsp;''page opens.&nbsp;
-.&nbsp;'''Click "'''Create Agreement&nbsp;on the&nbsp;Agreement Management"''&nbsp;''page. The&nbsp;''Create Agreement&nbsp;''page opens.&nbsp;
+.&nbsp;'''Click "'''Create Agreement&nbsp;on the&nbsp;Agreement Management"''&nbsp;''page. The&nbsp;Create Agreement''&nbsp;''page opens.&nbsp;
-.&nbsp;'''Click&nbsp;'''''Create and Send for Approval.&nbsp;''The Agreement is sent to the selected Signatory and the Agreement status changes.&nbsp;
+.&nbsp;'''Click '''"Create and Send for Approval"''.&nbsp;''The Agreement is sent to the selected Signatory and the Agreement status changes.&nbsp;
-. On receiving the Agreement, the signatory has to&nbsp;'''click''' the ''Click here to review and sign'' hyperlink. The ''Adobe Sign'' page opens displaying the Agreement sent for Signature.
+. On receiving the Agreement, the signatory has to&nbsp;'''click''' the "Click here to review and sign" hyperlink. The ''Adobe Sign'' page opens displaying the Agreement sent for Signature.
 <div class="image-green-border">[[File:Review Sign Agreement-7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Click&nbsp;'''the&nbsp;''Print, sign and upload ''option from the&nbsp;''Alternative actions ''drop-down''. The Print, sign and upload ''window opens''.''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Print sign upload-7.9.png|720px|RTENOTITLE]]</div>
 .&nbsp;'''Click&nbsp;'''''Continue'' so that you can download the Agreement, print it, sign/initial where required, scan it and then upload it back to the ''Adobe Sign'' page.''&nbsp;''
@@ Line 103: / Line 103: @@
 To send Associated Documents to Adobe Sign:&nbsp;
-.&nbsp;'''Select''' ''Agreement Management >Create Agreement'' on the dashboard. The ''Create Agreement''&nbsp; page opens.
+.&nbsp;'''Select'''&nbsp;"Agreement Management > "Create Agreement" on the dashboard. The "Create Agreement"&nbsp; page opens.
-<div class="image-green-border">[[File:7.12 Adobe 01.PNG|720px|7.12 Adobe 01.PNG]]</div>
+<div class="image-green-border">[[File:AdobeSign AgreementCreation.png|720px]]</div>
-.&nbsp;'''Select''' the ''Category'', ''Contract Type Name'' and ''Type of Paper'' on the ''Create Agreement'' page. For example, '''select''' ''Category'' as ''Default'', ''Contract Type Name'' as ''SaaS Agreement'' and ''Type of Paper'' as ''Own''.
+.&nbsp;'''Select''' the "Category", "Contract Type Name" and "Type of Paper" on the "Create Agreement" page. For example, '''select'''&nbsp;"Category" as "Default''"'', "Contract Type Name" as "SaaS Agreement" and "Type of&nbsp;Paper" as "Own".
+<div class="image-green-border">[[File:Agreement Creation 2ndStep.png|600px]]</div>
-.&nbsp;'''Click&nbsp;'''''Next.''
+.&nbsp;'''Click "'''Next". The "Attributes" page opens.
-<div class="image-green-border">[[File:Create Agreement 1.png|560px|RTENOTITLE]]</div>
-.&nbsp;'''Enter''' the information on ''Other Information Page'', ''Party Information Page'' and '''click''' ''Next''. The ''Signatory Information'' ''Page'' opens.
-−
-.&nbsp;'''Select''' ''External First'' in the ''Signature Sequence'' and ''Electronic Signature'' in the ''Signature Type'' on the ''Signatory Information'' ''Page''.&nbsp;
 .&nbsp;'''Select''' and add the External Signatory and an Internal Signatory for the Agreement.
-.&nbsp;'''Click''' ''Create''. The Agreement is created and the ''Agreement Details'' page opens displaying the Agreement in ''Draft'' state.
+.&nbsp;'''Click''' the "Associations" in the left pane on "Agreement Details" page. The "Association Details" page opens.&nbsp;
+<div class="image-green-border">[[File:AgreementsAssociations.png|450px]]</div>
-.&nbsp;'''Click''' the ''Associations'' in the left pane on ''Agreement Details'' page. The ''Association Details'' page opens.&nbsp;&nbsp;&nbsp;
-−
 .&nbsp;'''Enter''' the information on the ''Create Association'' page in the ''Metadata'' tab and '''click''' ''Create''.

@@ Line 226: / Line 226: @@
 &nbsp;
 == Sending Adobe Sign Email Notifications in the Recipient's Preferred Language ==
@@ Line 257: / Line 258: @@
 **On Delegation/ Change Signer&nbsp;
-&nbsp;
+== Providing a unified flexible signature process through Adobe Sign console ==
 &nbsp;

@@ Line 136: / Line 136: @@
 .&nbsp;'''Click''' ''Next'' on the ''Agreement Details'' page. The page opens displaying the fields for performing the Electronic Signature.
 <div class="image-green-border">[[File:Signing the AgreementDocument1.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click''' the ''Click here to sign in the Signature'' field. The ''Sign'' window opens where you can type, draw, attach and upload the signature image.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Signing the AgreementDocument2.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Click''' ''Close'' or ''Apply'' to apply the signature and close the window. The signature is displayed in the Signature field. A message is displayed ''I agree to the Terms of Use and Consumer Disclosure of this Document''.&nbsp;</div> <div class="image-green-border">[[File:Signing the AgreementDocument3.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' the ''Click to Sign'' to sign the Agreement document. The ''You have successfully signed the agreement “[DEMO USE ONLY]” Adobe Sign'' message is displayed. The status of the Agreement changes to ''Waiting for Internal Signature''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Signing the AgreementDocument4.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Agreement document is sent for external signature.</div>
 === Preview and Send Agreement Document for Signature ===
@@ Line 149: / Line 150: @@
 <div class="image-green-border">[[File:Adobe Add SignatureTags.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Click''' ''Update'' to update the Agreement.</div>
 .&nbsp;'''Click''' ''Send for External Signature''. The ''Adobe Sign Mail Details'' window is displayed.
-<div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7.&nbsp;'''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens.&nbsp;</div>
+<div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The email Subject field supports <= 255 characters.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7.&nbsp;'''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens.&nbsp;</div>
 .&nbsp;'''Select''' the Associated Document from the list and '''click''' ''Select'' to select the Associated Document to be sent for external signature.&nbsp;
 <div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png|560px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
@@ Line 157: / Line 158: @@
 .&nbsp;'''Click''' ''Send'' in the ''Recipients'' pane on the ''Agreement Details'' page. The “[DEMO USE ONLY] ''Adobe Sign Subject''” ''has been successfully sent for signature ''message is displayed.&nbsp;
 <div class="image-green-border">[[File:Send AssociatedDocumentsforSignature 1.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
 == Multi-Factor Authentication using Adobe Sign ==

@@ Line 94: / Line 94: @@
 .&nbsp;'''Create''' the Agreement and send it for Approval to completely the signatory process.<br/> In the ''Adobe Sign Mail Details'' window, the ''Wet Signatures Only'' checkbox is selected by default.&nbsp;
 <div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]<br/> &nbsp;</div>
 == Sending Associated Documents to Adobe Sign ==
@@ Line 102: / Line 103: @@
 To send Associated Documents to Adobe Sign:&nbsp;
-.&nbsp;'''Select''' ''Agreement Management'' on the ''Dashboard''. The ''Agreement Management'' page opens.
+.&nbsp;'''Select''' ''Agreement Management >Create Agreement'' on the dashboard. The ''Create Agreement''&nbsp; page opens.
-<div class="image-green-border">[[File:Select AgreementManagement.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:7.12 Adobe 01.PNG|720px]]</div>
-.&nbsp;'''Click''' ''Create Agreement'' on the ''Agreement Management'' page. The ''Create Agreement''&nbsp; page opens.&nbsp;
+.&nbsp;'''Select''' the ''Category'', ''Contract Type Name'' and ''Type of Paper'' on the ''Create Agreement'' page. For example, '''select''' ''Category'' as ''Default'', ''Contract Type Name'' as ''SaaS Agreement'' and ''Type of Paper'' as ''Own''.
-<div class="image-green-border">[[File:Create Agreement.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Select''' the ''Category'', ''Contract Type Name'' and ''Type of Paper'' on the ''Create Agreement'' page. For example, '''select''' ''Category'' as ''Default'', ''Contract Type Name'' as ''SaaS Agreement'' and ''Type of Paper'' as ''Own''.</div>
 .&nbsp;'''Click&nbsp;'''''Next.''
 <div class="image-green-border">[[File:Create Agreement 1.png|560px|RTENOTITLE]]</div>
 .&nbsp;'''Enter''' the information on ''Other Information Page'', ''Party Information Page'' and '''click''' ''Next''. The ''Signatory Information'' ''Page'' opens.
 .&nbsp;'''Select''' ''External First'' in the ''Signature Sequence'' and ''Electronic Signature'' in the ''Signature Type'' on the ''Signatory Information'' ''Page''.&nbsp;
 .&nbsp;'''Select''' and add the External Signatory and an Internal Signatory for the Agreement.
 .&nbsp;'''Click''' ''Create''. The Agreement is created and the ''Agreement Details'' page opens displaying the Agreement in ''Draft'' state.
 .&nbsp;'''Click''' the ''Associations'' in the left pane on ''Agreement Details'' page. The ''Association Details'' page opens.&nbsp;&nbsp;&nbsp;
 .&nbsp;'''Enter''' the information on the ''Create Association'' page in the ''Metadata'' tab and '''click''' ''Create''.
 .&nbsp;'''Click''' ''Publish'' on the ''Agreement Details'' page to publish the Agreement. The ''Published successfully'' message is displayed on the ''Information'' window.
 [[File:Publish Agreement.png|560px|RTENOTITLE]]
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">12.&nbsp;'''Click''' ''Send for Approval'' on the ''Agreement Details'' page to send the Agreement for approval. The ''Please Confirm Team is not available. Agreement will move to the next possible state. Do you want to continue?'' Message is displayed. The status of the Agreement changes to ''Approved''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Please Confirm TeamNotAvailable.png|560px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">13. '''Click''' ''Send for External Signature''. The ''Adobe Sign Mail Details'' window is displayed.</div> <div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">14.&nbsp;'''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens.&nbsp;</div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">11.&nbsp;'''Click''' ''Send for Approval'' on the ''Agreement Details'' page to send the Agreement for approval. The ''Please Confirm Team is not available. Agreement will move to the next possible state. Do you want to continue?'' Message is displayed. The status of the Agreement changes to ''Approved''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Please Confirm TeamNotAvailable.png|560px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">12. '''Click''' ''Send for External Signature''. The ''Adobe Sign Mail Details'' window is displayed.</div> <div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">13.&nbsp;'''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens.&nbsp;</div>
 .&nbsp;'''Select''' the Associated Document from the list and '''click''' ''Select'' to select the Associated Document to be sent for external signature.&nbsp;
-<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png|560px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">16.'''Click&nbsp;'''the icon next to the document that you want to preview. The Agreement document opens in&nbsp;''Preview&nbsp;''mode.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Preview AgreementDocument.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">17.&nbsp;'''Click''' ''Send'' to send the Associated Document for External Signature. The status of the Agreement changes to ''Waiting for External Signature''.&nbsp;</div> <div class="note-box">'''Note''':&nbsp;You can select and send the parent as well child Associations for the Agreement.</div>
+<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png|560px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">15.'''Click&nbsp;'''the icon next to the document that you want to preview. The Agreement document opens in&nbsp;''Preview&nbsp;''mode.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Preview AgreementDocument.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">16.&nbsp;'''Click''' ''Send'' to send the Associated Document for External Signature. The status of the Agreement changes to ''Waiting for External Signature''.&nbsp;</div> <div class="note-box">'''Note''':&nbsp;You can select and send the parent as well child Associations for the Agreement.</div>
 .&nbsp;'''Open''' your mailbox and '''click''' the ''Click here to review and sign [DEMO USE ONLY ] Adobe Sign Subject'' link. The ''Adobe Sign'' page opens displaying the Agreement sent for Signature.
 <div class="image-green-border">[[File:Review Sign Agreement-7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only Agreement will be synchronized with ICM and not Associations.</div>
 === Signing the Agreement Document ===
@@ Line 157: / Line 158: @@
 .&nbsp;'''Click''' ''Send'' in the ''Recipients'' pane on the ''Agreement Details'' page. The “[DEMO USE ONLY] ''Adobe Sign Subject''” ''has been successfully sent for signature ''message is displayed.&nbsp;
 <div class="image-green-border">[[File:Send AssociatedDocumentsforSignature 1.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
 == Multi-Factor Authentication using Adobe Sign ==

@@ Line 51: / Line 51: @@
 == Sending an Agreement for Wet Signature using Adobe Sign's- Print sign and upload option&nbsp; ==
-Adobe Sign provides users the capability of signing documents manually using Print, Sign and Upload option. However, earlier when the Agreement Document was Wet signed and uploaded, it did not get synced back to ICM, and the Agreement would get blocked in that state. With this release, ICM supports syncing back the signed Agreement document and changed status, so that the user can proceed with the workflow as expected.
+Adobe Sign provides users the capability of signing documents manually using the Print, sign and upload option. However, earlier when the agreement document was wet signed and uploaded, it did not get synced back to ICM, and the agreement would get blocked in that state. With this release, ICM supports syncing back the signed agreement document and changed status, so that the user can proceed with the workflow as expected.
 '''Note''':&nbsp;
-If the Wet Signatures Only option is checked, then system mandates all the users to sign the Agreement document using the Print-Sign-Upload option of Adobe Sign.
+*If the Wet Signatures Only option is selected, then system mandates all the users to sign the agreement document using the Print, sign and upload option of Adobe Sign.&nbsp;
+*If the Wet Signatures Only option is not selected, then users can either sign it electronically or use the Print, sign and upload option to sign it manually. However, in this case if any user signs using the Print, sign and upload option, since all the signature tags will be lost, Adobe Sign will add an additional page to the end of agreement document that will have signature tags for subsequent signatories who are yet to sign.
-If the Wet Signatures Only option is not checked, then users can either sign it electronically or use the Print-Sign-Upload option to sign it manually. However, in this case if any user signs using the Print-Sign-Upload option, since all the Signature tags will be lost, Adobe Sign will add an additional page to the end of Agreement document that will have signature tags for subsequent signatories who are yet to sign.
+*Attribute sync back to ICM will only work for the first signatory. Once Adobe Sign’s Print-Sign-Upload option is used, attribute tags are not available for subsequent signatories who are yet to sign the document.
+*In case of parallel signatures, the wet signature option is not applicable. If the Wet Signature Only option is selected, then the agreement will be stuck in the Approved state.&nbsp;
-Attribute sync back to ICM will only work for the first signatory. Once Adobe Sign’s Print-Sign-Upload option is used, Attribute tags are not available for subsequent signatories who are yet to sign the document.
-−
-In case of parallel signatures, the Wet Signature option is not applicable. If the Wet Signature Only option is checked, then the Agreement will be stuck in the Approved state.
 To&nbsp;send an Agreement for Wet (manual) signature:&nbsp;

@@ Line 128: / Line 128: @@
 <div class="image-green-border">&nbsp;</div> <div class="image-green-border">12.&nbsp;'''Click''' ''Send for Approval'' on the ''Agreement Details'' page to send the Agreement for approval. The ''Please Confirm Team is not available. Agreement will move to the next possible state. Do you want to continue?'' Message is displayed. The status of the Agreement changes to ''Approved''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Please Confirm TeamNotAvailable.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">13. '''Click''' ''Send for External Signature''. The ''Adobe Sign Mail Details'' window is displayed.</div> <div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">14.&nbsp;'''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens.&nbsp;</div>
 .&nbsp;'''Select''' the Associated Document from the list and '''click''' ''Select'' to select the Associated Document to be sent for external signature.&nbsp;
-<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">16.'''Click&nbsp;'''the icon next to the document that you want to preview. The Agreement document opens in&nbsp;''Preview&nbsp;''mode.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Preview AgreementDocument.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">17.&nbsp;'''Click''' ''Send'' to send the Associated Document for External Signature. The status of the Agreement changes to ''Waiting for External Signature''.&nbsp;</div> <div class="note-box">'''Note''':&nbsp;You can select and send the parent as well child Associations for the Agreement.</div>
+<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">16.'''Click&nbsp;'''the icon next to the document that you want to preview. The Agreement document opens in&nbsp;''Preview&nbsp;''mode.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Preview AgreementDocument.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">17.&nbsp;'''Click''' ''Send'' to send the Associated Document for External Signature. The status of the Agreement changes to ''Waiting for External Signature''.&nbsp;</div> <div class="note-box">'''Note''':&nbsp;You can select and send the parent as well child Associations for the Agreement.</div>
 .&nbsp;'''Open''' your mailbox and '''click''' the ''Click here to review and sign [DEMO USE ONLY ] Adobe Sign Subject'' link. The ''Adobe Sign'' page opens displaying the Agreement sent for Signature.
-<div class="image-green-border">[[File:Review Sign Agreement-7.9.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only Agreement will be synchronized with ICM and not Associations.</div>
+<div class="image-green-border">[[File:Review Sign Agreement-7.9.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only Agreement will be synchronized with ICM and not Associations.</div>
 === Signing the Agreement Document ===
@@ Line 138: / Line 138: @@
 .&nbsp;'''Click''' ''Next'' on the ''Agreement Details'' page. The page opens displaying the fields for performing the Electronic Signature.
-<div class="image-green-border">[[File:Signing the AgreementDocument1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click''' the ''Click here to sign in the Signature'' field. The ''Sign'' window opens where you can type, draw, attach and upload the signature image.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Signing the AgreementDocument2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Click''' ''Close'' or ''Apply'' to apply the signature and close the window. The signature is displayed in the Signature field. A message is displayed ''I agree to the Terms of Use and Consumer Disclosure of this Document''.&nbsp;</div> <div class="image-green-border">[[File:Signing the AgreementDocument3.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' the ''Click to Sign'' to sign the Agreement document. The ''You have successfully signed the agreement “[DEMO USE ONLY]” Adobe Sign'' message is displayed. The status of the Agreement changes to ''Waiting for Internal Signature''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Signing the AgreementDocument4.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Agreement document is sent for external signature.</div>
+<div class="image-green-border">[[File:Signing the AgreementDocument1.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click''' the ''Click here to sign in the Signature'' field. The ''Sign'' window opens where you can type, draw, attach and upload the signature image.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Signing the AgreementDocument2.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Click''' ''Close'' or ''Apply'' to apply the signature and close the window. The signature is displayed in the Signature field. A message is displayed ''I agree to the Terms of Use and Consumer Disclosure of this Document''.&nbsp;</div> <div class="image-green-border">[[File:Signing the AgreementDocument3.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' the ''Click to Sign'' to sign the Agreement document. The ''You have successfully signed the agreement “[DEMO USE ONLY]” Adobe Sign'' message is displayed. The status of the Agreement changes to ''Waiting for Internal Signature''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Signing the AgreementDocument4.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Agreement document is sent for external signature.</div>
 === Preview and Send Agreement Document for Signature ===
@@ Line 150: / Line 150: @@
 .&nbsp;'''Click''' ''Yes'' in the ''Adobe Add Signature Tags'' field and then '''click''' ''Next''. The ''Select Template'' page opens.&nbsp;
-<div class="image-green-border">[[File:Adobe Add SignatureTags.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Click''' ''Update'' to update the Agreement.</div>
+<div class="image-green-border">[[File:Adobe Add SignatureTags.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Click''' ''Update'' to update the Agreement.</div>
 .&nbsp;'''Click''' ''Send for External Signature''. The ''Adobe Sign Mail Details'' window is displayed.
-<div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7.&nbsp;'''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens.&nbsp;</div>
+<div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7.&nbsp;'''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens.&nbsp;</div>
 .&nbsp;'''Select''' the Associated Document from the list and '''click''' ''Select'' to select the Associated Document to be sent for external signature.&nbsp;
-<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
 .'''Click&nbsp;'''the icon next to the document that you want to preview. The Agreement document opens in&nbsp;''Preview&nbsp;''mode.&nbsp;
-<div class="image-green-border">[[File:Preview AgreementDocument.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9.&nbsp;'''Click''' ''Preview and Send'' to send the Associated Document for External Signature. The ''Send for Signature'' window opens. The status of the Agreement changes to ''Waiting for External Signature''.</div> <div class="note-box">'''Note''':&nbsp;You can preview the Associated document by clicking the icon next to the Association.</div>
+<div class="image-green-border">[[File:Preview AgreementDocument.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9.&nbsp;'''Click''' ''Preview and Send'' to send the Associated Document for External Signature. The ''Send for Signature'' window opens. The status of the Agreement changes to ''Waiting for External Signature''.</div> <div class="note-box">'''Note''':&nbsp;You can preview the Associated document by clicking the icon next to the Association.</div>
 .&nbsp;'''Click''' ''Preview and Send'' again. The ''Agreement Details'' page opens in .pdf format.
 .&nbsp;'''Click''' ''Send'' in the ''Recipients'' pane on the ''Agreement Details'' page. The “[DEMO USE ONLY] ''Adobe Sign Subject''” ''has been successfully sent for signature ''message is displayed.&nbsp;
-<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature 1.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature 1.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
 == Multi-Factor Authentication using Adobe Sign ==
@@ Line 280: / Line 280: @@
 **On Delegation/ Change Signer&nbsp;
-&nbsp;
+'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Configuration|Configuration]]&nbsp;| [[Integrations|Integrations]]&nbsp;|[[Icertis_Adapter_for_Coupa_Integration|Icertis Adapter for Coupa Integratio]]&nbsp;|&nbsp;[[Salesforce|Salesforce]]&nbsp; | [[Using_DocuSign|Using DocuSign]]
-−
-&nbsp;
-−
-'''Related Topics:'''&nbsp;<a href="Agreement%20Management">Agreement Management</a> |&nbsp; <a href="Configuration">Configuration</a>&nbsp;| <a href="Integrations">Integrations</a> |&nbsp;<a href="Icertis%20Adapter%20for%20Coupa%20Integration">Icertis_Adapter_for_Coupa_Integration</a> | <a href="Salesforce">Salesforce</a>&nbsp;| <a href="Using%20DocuSign">Using_DocuSign</a>