FAQs - eSign
Hi! This page provides everything you need to know about how to use eSign.
How do I get started with using eSign?
Once your account is setup for this feature (contact firstname.lastname@example.org 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
What do I need to fill in on the contract in order for it to be issued?
You’ll want to “print” the contract to PDF from your ERP system. If this already has your signature on it that’s fantastic - you’ll simply need to denote where your farmer’s signature should go. If not, then you can add your signature in the HelloSign panel generated through cmdtyView.
Here is an example of adding your signature and fields for the farmer
What does the producer experience look like?
Glad you asked. Your producers will receive a push notification directly to their phone. After clicking on this notification they will be brought directly to the eSign panel within their app. All they need to do is follow the prompts and within seconds they can fully execute a grain sale contract
This video shows you what your farmers experience looks like
What notifications will my farmers and I receive throughout the eSign process?
Push notifications and emails are sent for each event (to both the merchandiser and the producer) 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. Once the contract is complete, you can download the contract through cmdtyView / Marketplace or as an attachment in your email.
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
How much does it cost for me to issue a contract to my farmers?
There is no fee for you to issue contracts for signature.
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.