Automate Contract Signing & Printing

We streamlined the process of printing and signing contracts. It's now easily located in one place on the Goods & Services page. We've also added the capability to print draft contracts!

Don't see this feature? Check your Roles & Permissions settings or contact your Passare Admin to get it turned on.

Print & Sign:

Enable this feature by going to Admin > Documents > Select your Contract.

 

When Contract Form is checked, you can select either Allow Printing Without Signing or Require Signing With Printing.

In addition, you can select Allow Printing a Draft (Watermark) with either option.

 

Once the feature is enabled, you can perform the following functions on the Goods & Services page.

Allow Printing Without Signing:

On the Goods & Services page, under the Sign section, you now have the option to Print, Print and Sign and Print Draft.

If there are changes after the contract is signed, the Print and Sign button will change to Print and Resign.

Require Signing With Printing:

This option eliminates having to sign the contract and then print from the case sidebar. You can now do it all at once.

 

If there are changes after the contract is signed, the Print and Sign button will change to Print and Resign.

With both of these options the Contract will no longer display on the Standard Form Sidebar or on the Documents page within a case.

Allow Draft Printing:

A draft contract can be printed with a watermark and does not require the contract to be signed.

 

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!