How to Sign Contracts Offline?
When you choose to sign the contract forms offline, here’s what you need to do:
- Receive the Contract: The document will be sent to your registered email address.
- Download the Contract: Open the email and download the contract form to your device.
- Sign the Contract: The user needs to print the document, sign it, and scan it back onto your device as PDF document.
Access the Contracts Section
- From the CaseDrive dashboard, click on the Contracts tab located on the left sidebar.
Upload Signed Contracts
- Users can upload signed contracts by clicking the “Upload” button on the top right corner.
Selecting the Signed Contracts
- A pop-up window allows for selecting the signed contract files to be uploaded.
- Each contract (HIPAA BAA, SOW, MSA) has a corresponding ‘Choose File’ button.
- Click “Choose File” to upload the signed contracts.
- Click “Cancel” to close the pop-up window without uploading any files.
Uploading the Signed Contracts
- Once uploaded, the contract file name appears next to the corresponding contract type.
Successful Notification
- After clicking the “Upload” button, a notification appears “Contract Upload successfully”.
- This confirms that the contract has been successfully uploaded to the system.
