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Conga Support

Signing a Document Electronically in Novatus - Embedded

Novatus customers who use the embedded version of DocuSign or Adobe Sign provide eSignatures in Novatus once a contract document has been submitted for electronic signature.  A program user who is designated as a signatory on a contract receives an email message with a link to Novatus, while an external party or company contact without Novatus credentials receives an email message with a link to the Novatus Portal.

Signing a Document Electronically in the Novatus Program

1.  Click the link in the email message requesting your eSignature to display the Novatus Login screen.

2.  After logging in, ensure you are in the Submitted view of the Document Package.

3.  Locate your name, and click the icon for your Signer record. 

4.  In the eSignature Portal, click START to jump to the location where your signature, or other input, is required in the document.

  In providing your eSignature and other information, there is additional functionality available for DocuSign and Adobe Sign.

5.  Follow the onscreen prompts to provide the requested information.

6.  Complete the electronic signing process by clicking:

  • FINISH in DocuSign.
  • Click to Sign in Adobe Sign.

Signing a Document Electronically in the Novatus Portal

1.  Click the link in the email message requesting your eSignature to display the Novatus Portal.

2.  After logging in, you will be directed to the Completed tab in the Document Packages screen.

3.  Click Sign Now to display the eSignature Portal.

4.  Click Start to jump to the location where your signature, or other input, is required in the document.

  In providing your eSignature and other information, there is additional functionality available for DocuSign and Adobe Sign.

5.  Follow the onscreen prompts to provide the requested information.

6.  Complete the electronic signing process by clicking:

  • FINISH in DocuSign.
  • Click to Sign in Adobe Sign.

   When the document signing is complete, all members of the eSignature package receive an email message, notifying them that the electronic signing ceremony is complete.  The email contains a link that takes the member to the Document Packages screen once they login to Novatus (users) or the  Portal (external participants). The email also contains a PDF attachment of the fully executed contract document, which can be viewed online or downloaded.