This article explains how to use Ontra's embedded eSignature feature. DocuSign is built into Ontra's platform so you can review, execute, and track your routine contracts digitally, with the ability to follow up with signatories through automated reminders and reassign signature responsibilities as needed.

How to use Ontra's eSignature feature

1. Review

You receive an email from DocuSign when your agreement is ready to sign. Click Review Document.

2. Execute

• Via DocuSign directly: Enter your name and initials to use an existing style, draw a signature, or upload an image of your signature and click Adopt and Sign.
• Via PDF: Download a copy of the document from DocuSign by selecting Print and Sign from the Other Actions dropdown. Add your signature to the PDF and reupload through DocuSign. You can also email it to your attorney who will upload on your behalf.

3. Complete

You receive a fully executed copy of the agreement via email when the counterparty has signed, and final versions are automatically uploaded to Ontra's app.

4. Track

Navigate to app.ontra.ai at any time to:

• Track the real-time status of a document
• Download partially or fully executed copies
• Run reports and sort and filter your contractual obligations any way you'd like

Frequently Asked Questions

1. Once I have signed through DocuSign, do I need to do anything else? 

   No, once you've executed a document through DocuSign, a copy is automatically uploaded to Ontra's software and emailed to you. You also automatically receive a copy of the fully executed document via email.

    

2. Will I have to use DocuSign for every document moving forward? 

   No, you can still manually or electronically sign PDFs and send them to your attorney to upload if needed (and so can the counterparty).

    

3. Do I need my own DocuSign account? 

   No, this feature is available to you at no additional cost and with no need for a separate DocuSign account. If you have your own DocuSign account, however, you may log in so the document is saved to your account.

    

4. How much does this feature cost? 

   Nothing — Ontra provides eSignature as a complimentary benefit.

    

5. How can I assign a DocuSign request to a different signatory?

   1. Click Other Actions and select Assign to Someone Else.
   2. Enter the assignee signatory's name, email, and a note if desired.

   3. Select Assign.

       

6. Will I (and the counterparty) receive reminders about a DocuSign request?

    Yes, if each of you elects to use DocuSign for a document, you and the counterparty receive reminders three days after the initial request and every seven days thereafter until completion.

    

7. Who should I contact with eSignature issues or questions?

   1. For account-specific questions about the use of DocuSign, please reach out to your Ontra Account Manager.
   2. If you have a technical issue with DocuSign, please reach out to support@ontra.ai and copy your Account Manager. A member of the support team gets back to you promptly. Make sure to provide the name of the project or document.