Hi! This page provides everything you need to know about how to use eSign.
Getting Started
How do I get started with using eSign?
Once your account is setup for this feature (contact connect@barchart.com to get started), your merchandiser’s cmdtyView Pro(s) will be able to access the eSign panel. Your farmers' Marketplace app will also now display ‘eSign’ icon in your main menu. To add the eSign panel to your cmdtyView Pro workspace, simply use the top menu to select Match → eSign.
What farmers am I able to issue contracts for signature to?
Any farmer that is registered for your app and has successfully synced their accounting data can be issued a contract for signature. Basically we need to be able to link accounts from your ERP system to the farmer in order to send the contract for signature.
How do I issue a contract for signature?
This is simple! Simply select “Request Signature” in the eSign module within cmdtyView, select the farmer you want to issue the contract to, upload your contract, and then send directly to their Marketplace app via push notification.
This video shows you the whole process
Signing a Contract and Sending to Your Producer
The Producer Experience in Your App
FAQs
Are signed contracts through your system legally binding?
I’m just going to leave this here…. https://www.hellosign.com/esignature-legality/united-states
How often does cmdtyView refresh the status of eSignatures?
Updated signature status is requested every two minutes
What will the farmer see in the app if they don’t have their accounting data synced?
If the farmer selects the “eSign” panel in the app they will be presented with a message that lets them now they need to “Sync” their account.
Does the signed contract automatically get pushed into my ERP system?
At this time we are not pushing the “signed contract” into your ERP system. We simply issue a document / pdf for signature, collect it from your farmer, and then return the completed document through a legally compliant manner. You can download it and upload to your ERP or document management system.
What eSign events do you send notifications for?
Push notifications and emails are sent for each event in the eSign process. This includes issuing the contract for signature, successful completion of the signature, expiration of the request for signature, or withdrawal of the signature request from the merchandiser.
Who receives push notifications and emails for changes in contract status?
Farmer - If the farmer is a party to the requested signature they will receive mobile push notifications and emails for all status changes
Merchandisers - All merchandisers that have emails turned on. These are the same people that receive notifications for offer status updates. Push notifications are not available for the merchandiser
Does your system know if I have a record of a signed contract in my ERP system?
Some ERP systems provide “signature status” via their API which we’re able to consume. Not all do however and at this point we don’t validate against your ERP system as to whether a contract has been signed or not. This is a feature that will likely be implemented in the future.
What is the “source of truth” for my contracts, and should I be using cmdtyView to manage this?
Your ERP system, or other contract management system, should be your source of truth. Our workflow is designed to simplify how you issue and complete contracts with your producers, but it’s recommended that you follow whatever document management procedures are in place at your company.
Does the signed contract automatically get pushed into my ERP system?
At this time we are not pushing the “signed contract” into your ERP system. We simply issue a document / pdf for signature, collect it from your farmer, and then return the completed document through a legally compliant manner. You can download it and upload to your ERP or document management system.