Audience: Power Users
Overview
To streamline the signing process, Contract Eagle allows you to configure multiple electronic signing accounts and set a default one for each contract type. This ensures that every contract follows the appropriate workflow, using the correct electronic signature integration by default. This flexibility helps maintain consistency across business units, saves time, and reduces manual steps during contract execution.
Once your System Administrator has set up the integration between Contract Eagle and your signing provider, the Power User needs to add the signing account(s) to each Contract Type that will use electronic signatures.
If your subscription includes more than one signing provider, you can assign different signing accounts to different Contract Types.
Assign a Signing Account to a Contract Type
1. Go to the Configuration menu > Contract Types. The list of Contract Types has a column to display the electronic signing accounts set up for each contract type.
2. Click a contract type from the list to edit.
3. Click the Documents tab.
4. In the "Default Signing Account" field, click the drop-down and select your default signing account.
You will only see a signing accounts in this list if they have been set up by your System Administrator in the Settings > Electronic Signing.
5. Any other signing accounts available for this contract type could be specified in the next field.
6. Click Save, unless you wish to set up Status during and after Signing. See below.
Status during and after Signing
After selecting a signing account(s), you will see two new fields where you can - if you wish - specify the status of the contract type during and after signing. The drop-down list will display a list of all statuses for this contract type's business unit.
If you leave these fields blank, your contract will use the status(es) specified as part of the normal contract creation or edit process, or any approval process on that contract type. These status settings will remain, and will be unaffected by any signing on the contract.
See our article on Signing and Status Change for more information.
