Macros

What are macros

Macros enable users to extend capabilities by following a patter or sequence of events, Contract Signatures utilizes macros to enhance functionalities and improve user experience!

You can read more about macros here!

Contract Signatures macros

There currently 5 Macros developed for Contract Signatures:

• The signature macro

• The signer macro

• The contract metadata macro

• The contract signatures details macro

• The contract signatures visibility control macro

Each of the above mentioned macros will grant specific functional capabilities to the user.

The signature macro

This macro will create functional block, user can then place it anywhere on the document page, by default, the value of this block is set to Signature.

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This functional block, will be assigned to a Person(x) and will require that person to take action on this field when the contract is read. In simpler terms, this is where you create a signature field designate it to a signer.

The block consists of two crucial information:

• Type

• Person

and two additional information

• Full name

• Email address

Additional information such as Full name and email address may be provided, this additional fields are specially useful for dynamically filling the required fields in contract creation and can save time.

Types

Following types are available to choose from:

• Signature - Will require a signature from the designated person.

• Date - Will allow the designated person to select a date.

• Initials - Will require initials from the designated person.

• Text - Will enable the designated person to leave a comment, add text.

• Checkbox - Will allow the designated person to check the checkbox.
  Checkbox has three stages, it will be empty when the contract is started, however it can be turned On (selected) or Off (remained empty).

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The signer macro

This macro will dynamically display signer data once the contract is created and this field cannot be filled or altered by signers.

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There are only two crucial information required for this field:

• Type

• Person

Types

Following types are available to choose from:

• Legal name - Will display signer’s full legal name

• Email address - Will display signer’s email address

• Phone number - Will display signer’s phone number

• Signing date - Will display signer’s signing date

• Signing date and time - Will display signer’s signing date and time

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The contract metadata macro

Similar to the signer macro, a set of information will be displayed on created contract, this information cannot be filled or altered.

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There is only 1 crucial information required to enable this macro:

• Type

Types

Depending on the type, the value will be displayed once the contact is created.

• contract identifier

• contract name

• contract certificate URL

• creation date

• creation date and time

• completion date

• completion date and time

• expiration date

• time zone

• creator name

• creator identifier

• creator IP address

• contract recipient name and email list

• contract recipient name list

• contract recipient email list

• watcher name list

• watcher email list

• Confluence URL

• Confluence page URL

• Confluence page identifier

• Confluence page title

• Confluence space identifier

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The contract signatures details macro

This macro is specially useful if there are multiple contacts created on the same document, this macro is not visible on the contract, instead it will provide a panel to the admin for an enhanced overview and enables quick access to all the contracts created on the designated page.

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There are no required fields for this macro, however user can change the size of the macro in the configuration.

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The contract signatures visibility control macro

This macro will allow user to quickly hide part of the document in the contract. This is specially useful is user wishes to keep the document without deleting any of the content but create a contract from deducted version of the document.

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In order to use this macro, a type is required:

Types

• Start - Placed before right before the content that needs to be deducted.

• End - Place right after the content that needs to be deducted.