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Set up the Tomorro signature in a template

How to set up and integrate Tomorro's signature into your templates for complete contract management on the platform.

Updated over a month ago

The Tomorro electronic signature advantage

Tomorro offers a customizable electronic signature, seamlessly integrated into a unified workspace to handle the entire contract process, from negotiation to signing.

Simple, intuitive, legally binding, and compliant with all legal requirements, it streamlines contract management and saves time for your business.

To find out more, please see this article: What is the legal value of the Tomorro signature?

How to set up the Tomorro signature?

You can set up the native Tomorro signature directly from your contract templates.

1️⃣ From the main menu on the left, go to the "Templates" tab.

Then enter the selected template, which must of course contain a document that you have previously imported into the template.

2️⃣ Place your cursor at the point in your document where you wish to insert signature zones.

Click on the "+" to the left of your cursor, as shown below:

3️⃣ Choose the "Signature zone" option:

4️⃣ A signature zone is inserted in your document, where your cursor was.

Once the signature field is placed, you can edit it to select signers, set conditions, customize the fields, or delete it. Simply click on ⚙️.

Choose signatories

Once you've clicked on "Choose signatories", the black window opens, allowing you to choose the signatory(ies) for :

  • your organization

  • your co-contractor

It is made up of one part concerning the signatory or signatories of your organization and the second concerning the signatory or signatories of your counterparty.

From this window, you can add one or more signatories for your organization and your counterparty.

1️⃣ Manage your signatories for your organization.

To select one or more signatories for your organization, you have two options:

  • Add an empty signatory:

The signatory will be chosen on a case-by-case basis, for each project created from this template.

Choose a signatory from among the members of your organization in Tomorro:

The selected signatory will be automatically added as a signatory for each project created from this template.

This option is useful if you know that it's always the same person who signs this type of project (from this template).

For your signer to appear in the list of options, they must be a member of the organization.

2️⃣ Manage counterparty signatories

For the counterparty, simply click on "Add an empty signatory".

You can add as many signatories as you wish. If you wish to add several signatories for the same party, add a " Blank signatory" for each signatory.

Display your signature under specific conditions

You can also add signature fields that appear only under certain conditions.

Example: Display if the contract amount > €1,000

Customize Your Signature

Customizing signature fields allows you to choose which information is visible to each signer, tailoring signatures to your needs for confidentiality and accuracy.

Any unknown information about a signer will be requested once during their first signature, and the personalized mention will need to be manually confirmed!

Add multiple signature zones

And as well as being able to choose where to place the signature zone, you also have the option of inserting several of them and in different locations.

To do this, as with choosing the location, place your cursor where you want to add a new signature zone. Click on the "+" that appears on the left, then click on "Add a signature zone".

Repeat as many times as the number of signature zones you want.

Delete a signature zone or signatory

To delete an entire signature field: select the field, click on ⚙️, then click on the trash icon.

To delete a signatory, from the "signatories" section: hover over the signatory to be deleted and click on the garbage can symbol.

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