Once you've set up your templates, it's time to send them for signature! Follow these simple steps to send your contracts for signature within a campaign. Please note that we do store a System of Record within the CRM, but in terms of functionally using the signature workflow, this must be done from the Campaigns tab.
📝 Step-by-step instructions
From your chosen campaign, go to the Campaign Settings > Work With Creators > Contract Settings > Require Document for Signature section.
Turn on “Require Document for Signature” to activate the enable the workflow.
Set the template to use for the campaign using the dropdown in the “Template:” field.
If we can assist you with anything else, please don't hesitate to reach out!