CRM › Signatures
E-Signature
Contracts, orders and agreements sent to the other party to sign, and how far each one has got. One is sent from the document itself; the signed copy comes back onto the record with a certificate of who signed it and when.
Where to find it
- Module: CRM
- Group: Order to Cash
- Section: Signatures
- Screen: E-Signature
Address in the console: /crm/e-signatures
Workspace · 0 columns
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.