When using the DocuSign integration to sign contracts in Tomorro, you can, directly from Tomorro, add or select additional documents, attachments or files to be included in the DocuSign signature envelope that will be generated.
Once the contract is signed - and therefore the DocuSign signature envelope completed - all the files in the envelope will be merged in one single PDF signed via DocuSign, automatically stored into your repository.
How do I add documents to the signature envelope?
1️⃣ Start signing the contract in Tomorro with DocuSign
Click on "Request Signature" once your contract is ready.
Before doing so, you need to connect your DocuSign account to Tomorro to sign as follows.
2️⃣ Add signatories
3️⃣ Add additional files to the main contract
Under the "Files to sign" section, you will find the main contract (the one from the Tomorro text editor).
To add other documents and send them for signature via DocuSign, click on "Add files":
Here, two possibilities:
You have already added/shared documents/files during the negotiations - documents have already been imported into Tomorro.
You can choose which ones you want to send for signature; to do this, tick the desired files. You can of course import more if you need to.
No additional files have been added in Tomorro yet.
Now is the time to add them.
4️⃣ Create the DocuSign envelope
Once all the documents have been added via the signature window in Tomorro, the signature can be started.
To start creating the envelope, simply click on "Send for Signature" at the bottom right.
You are then redirected to DocuSign to place the signature fields, initials or other. You'll find all the documents you've added in Tomorro one after the other in DocuSign.
Once the DocuSign envelope has been created via Tomorro, you will not be able to delete any files. So remember to do this beforehand if you need to.
Before sending for signature, you can hover your mouse over the added files and click on the bin that appears to the right of the file in question. They won't be included in the signature envelope.
What's next?
Then track the signature progress directly in Tomorro, in the contract workspace.
Once the signature envelope is completed, you will find in Tomorro and in your repository the signed contract in PDF format, including the main contract and any files you may have added to it and the signature date automatically filled in the contract summary sheet.