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A. Self-Service Contract

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14 views3 pages

A. Self-Service Contract

ASSC

Uploaded by

hargielou.uy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Self-service Contract

Automate the generation of contracts


With the help of this App, your customers can create and sign contracts using an online form.
The signed contracts are saved as a PDF document on Google Drive and will be sent to your
customers by email.
For example you can automatically generate and sign data processing agreements with your
customers to comply to GDPR.

Get your free copy of Self Service Contract[extern] to your Google Drive.

Configuration
After copying the example to your Google
Drive (My Drive), you will find the following
files and folders in the Self-service Contract
project folder:
The Ultradox App Self-service Contract, the
Google Docs Contract Template that will be
used to produce the contract as well as the
Signed and Drafts folders.
Contract Template
Open the Google Docs template Contract Template and enter your company details and an
image with your signature in the provided space, as well as the actual contract.

Familiarize yourself with working with variables if you want to add more placeholders,
conditions, or loops to your contract.

Self-service Contract
The Ultradox app is ready to run out of the box. However, open the file for a test run and to
change the colors and background image of the form which will be displayed to your users
and to obtain the information for embedding the form into your website.

icon:icon-sphere To test the app, click on the Run app button in the menu bar. This will
open the form in a new browser tab. This is the form that will also be displayed to your users.
Fill out the form and sign it and click on the Preview button at the bottom of the page.
You will get a preview of the generated contract that includes your entered data and your
signature. Click on Back if you want to adjust the entered data or click on the Send button to
finalize the contract and send it as a PDF attachment by email to the entered address and
archive it in your Signed folder.
The Drafts folder will only be used to store the previews. The generated preview will be
removed once the finalized contract will be generated.

icon:icon-appSettings Change the colors and background image of your app by


clicking the App settings button.
icon:icon-forms The form fields are
configured in the form block, which is the
second from the top of the automation.
If you want to change the form or enter
additional form fields, click on the bold text
parts in the title of this block to open the
Customize Form dialog.
In the Customize Form dialog, you can
change and extend the form.
icon:icon-embed Finally, make your form available to your customers by simply copying
the URL from the browser window of the app and pasting it as a link into your website or by
embedding the form into your website via an iframe. To do this, copy the HTML snippet from
the dialog that you can open with the Embed button in the menu bar.

That's it! You have successfully automated the creation of your contracts.

Digital Signature
Add a digital signature to your contracts to make sure the contract can not be modified by any
means after singing. A digital signature may be required to meet legal requirements for certain
contracts in your country.
To add the digital signature function to
Ultradox Automation, activate the Digital
Signature building block using the on/off
switch located at the top right of the building
block.

The position of the visible signature on the page can be set in the Signing settings dialog,
which you can reach via the bold text bottom left in the title of the building block.
If you do not use your own digital certificate, the Ultradox Certificate will be used to sign the
contract on your behalf.

You can request your own digital certificate from one of the trustworthy certification authorities
that will be accepted in PDF documents:
https://helpx.adobe.com/acrobat/kb/approved-trust-list1.html

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