How to setup an e-signature

In Winner Bizz, users can set up an e-signature, or use a service such as DocuSign, to electronically sign sales contracts.

Configure e-signature account (general)

1. Go to Other tab.
   
   
2. Select Application settings.
   
   
3. Choose Workflow settings option.
   
   
4. Select the Sales tab.
   
   
5. Click on the Settings button.
   
   
   
   
6. Go to Signature settings tab.
   
   
   
   
7. Tick the Use electronic signature option.
   
   
8. Fill field related to the service the user uses for their e-signature..

With DocuSign account

In the section DocuSign account users must enter:

• The Account name:
  On the DocuSign Settings tab in the Account Profile section.
  
  
  
  
• Email:
  This is the email used to connect to the user's DocuSign account.

Once these two fields are filled, click Test. A window will open asking the to authenticate themselves. Do so.

With a YouSign account (from Winner Bizz 12.0i version)

When configuring your E-signature account, chose Yousign. 

The API key value is the one displayed in the API section of Yousign.

Note: Yousign has a limit of maximum 100 pages or 5Mb per document. If the document exceed this limit, it won't be send for signature and an error message will be displayed. 

The client will receive an e-mail with a link to view and sign the document. The link in the e-mail is valid for 48 hours. After this deadline, a new link will be generated.

Note: the date of validity displayed in the email corresponds to the quotation validity set in the Sales settings of Winner Bizz.