Send a simple e-signing request

Use this guide to send a document for e-signing via the Workflow section of Tallystone. This example shows sending an NDA to a contracting agency, but the steps apply to any document and recipient.

1.1 Create the Recipient Entity

If you’re sending to another entity (e.g. a partner, investor, contractor, etc), follow the below to set them up as a Stakeholder. If you’re sending to just an individual, like an internal team member or prospective employee, skip to Section 1.2.

1. Go to Stakeholders ▸ Stakeholders List.
2. Click Invite Stakeholder.
3. Fill out the Stakeholder details.
4. Add the connected user and fill out their details.
   
5. Untick “Send invitation email” (to avoid inbox clutter) and click Submit.

1.2 (Alternate) Create an Internal User

Use this if the signer is just an individual person like a team member.

1. Click the Settings icon (bottom left) ▸ Connected Users.
2. Click Invite User.
3. Enter the user’s details.
4. Untick “Send invitation email” and click Submit.

2. Create a One-Step Workflow

1. Go to Workflow in the sidebar and click Create Workflow.
2. Choose One-Step Workflow.
3. Name your Workflow and the Work Item.
4. Actions Tab
   1. Leave the default action (Sign Document) unchanged.
5. Documents Tab
   1. Under "Signing Document" select "Yes - Signing Document required".
   2. Upload the document you want signed (you can click on the (?) icon in the header if you want to access a free Sprintlaw legal template.
   3. Wait for AI auto-tagging; confirm the description and select the tag.
   4. (Optional) If you want to send any documents with the signing request, select "Add supporting document" and add as many as you like.
6. Signing Tab
   1. Under "Type of signing" select "Contract signed by the relevant signatories".
   2. Select "Open e-signing tool"
   3. Set up who will be signing the document. If your company is signing, select "Issuer" and then select which users will be signing on your behalf.
   4. Select "Add Signatory" to add more signing parties. You can then select "Stakeholder" and choose the Stakeholder you just created as the signing party.
   5. Click Next
   6. Navigate between the signatories and signers to select fields and place them on the document. You can resize and position fields as required.
   7. To edit or delete a field, hit "Esc" on your keyboard to select existing fields.
7. Timeline Tab
   • Send Immediately: leave timeline set to “As soon as ready.”
   • Delayed Send: click Set Date & Time to schedule when the request goes out.
   • Expiry Date: if needed, set a deadline after which signing is disabled.
8. Review all settings, then click Finalize & Submit.

3. Monitor Signing Status

1. In your workflow’s Signing tab, view each participant’s status:
   • Green tick = signed
2. To remind a tardy signer, click Resend Signing Request.

4. Complete and Access Signed Documents

1. Once all parties have signed, the workflow status changes to Passed.
2. Open the completed workflow to download or preview the signed document.
3. In Data Rooms ▸ Documents List, you’ll see:
   • The original (blank) upload
   • The finalized, signed version (linked to the workflow)
4. Both files are also stored in your connected Google Drive (or other storage), so you can share or archive them outside Tallystone.

Congratulations. You’ve now successfully sent, signed, and stored an e-signed agreement using Tallystone!

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