If TIA-Sign is set up for your project, legal agreements will not be sent out as soon as the purchaser submits their Colour and Upgrade selections. The unit will move from the IN-REVIEW status to the AWAITING-APPROVAL status instead of COMPLETE. This allows someone on your team to review each unit's selections before the purchasers receive the fully executed, signed copy.
To approve an agreement, click the AWAITING-APPROVAL button along the top to filter the units by status. This will show you all the units that are ready to be approved. Click "View Summary" for the unit you're reviewing to go through a PDF preview of the legal agreement. You would have received an email notification for each of these units when the purchaser submitted their selections.
If everything looks good, click the APPROVE button to add the vendor's digital signature. At this point, the unit's status will change from AWAITING-APPROVAL to COMPLETE. The fully executed agreement will be sent out to all emails on the completion email list and all purchaser emails on file for the unit.
** NOTE: By clicking APPROVE, you agree that your digital signature will be the electronic representation of the Vendor's signature for all purposes when used on documents, including legally binding contracts - just the same as a pen-and-paper signature.
Only admin accounts with "Vendor Approval" permissions can approve submitted Colour Charts. If anyone on your team needs this access, please email your Project Manager.
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