ySign allows your organization's internal users and your members to sign contracts electronically.
This article describes the ySign signing process.
NOTES:
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
If you have not yet added a contract approval condition or ySign workflow, see Adding a contract approval condition and Adding a ySign workflow.
Some contract stages and tasks require approval before you can proceed. For more information, see Contract approval flow overview.
Starting the ySign process
This section describes the steps for the internal user who creates the contract.
Select Customers from the top menu and then Contracts from the drop-down. The Contracts Dashboard appears.
Locate the In Progress contract in the grid and click the contract's name. The contract window appears.
TIP: If you need to create a contract, see Creating a contract.
From the contract window, select Communicate in the side menu.
Select the ySign radio button.
Select a ySign contract template in the Template field.
TIP: To append an additional PDF document to the end of the contract, click Upload next to Append Document.
If the contract includes a space, select whether to include a copy of the Floor Plan Image next to the Include Floorplan Image with Contract field. Click View to edit the image.
NOTE: This option only appears if the space has been mapped to a Floor Plan Image. For more information, see Mapping spaces to a floor plan.
Add Signatories where the contract is sent. This field defaults to the Contract Assignee.
TIP: You can add up to two Signatories. Use the blue plus
button to add signatories and the red delete 
button to remove a signatory. The Authorized Signatories option lists members from the company.
The Other Signatories allows you to add a person who does not have a member record in Kube with the company.
Click Send.
The contract enters the In Progress (waiting for signature) stage.
The ySign authorized signatory signing process
This section describes the steps for the authorized signatory who receives the New Contract email.
Click the link in the New Contract email. The following screen appears.
NOTE: The signatory must enter their name and email address as it appears in the Authorized Signatories fields. Only an authorized signatory can access the next screen.
Select an option in the Payment Info section. Adding a new payment method opens a new page to enter payment method details. Complete the fields. For more information about the screens that appear, see Adding a payment method in the Member Portal.
TIP: For more information about the Payment Info section and its available settings, see Setting default contract options.
Click Submit. The following screen appears.
TIP: If the contract template has been customized, the selected template is reflected. For more information about creating a custom contract template, see Creating a custom contract template. Appended PDFs appear at the end of the contract document.
Click Create Signature. The Your Signature and Initials prompt appears.
Select the Choose or Create My Own tab. If you select Create My Own, draw your signature and initials in the fields that appear.
Accept the terms and click Save Signature. The previous screen reappears.
Review the contract document and click the signature, initial, and date fields to add your signature.
TIP: The side menu displays your progress. Expand the accordion menu to jump to each required signature field.
Click Submit Document to complete the signing process.
TIP: Click Save Changes to finish signing later.
The contract enters the In Progress (waiting for countersignature) stage.
The ySign countersignature process
This section describes the steps for the internal user countersigning.
After the authorized signatory completes the signing process, Kube notifies the countersigning internal users through email.
Click the link in the email to open Kube and the contract. Otherwise, from the Contracts Dashboard, locate the contract in the grid and click the contract's name.
TIP: Click (waiting for countersignature) to open the Communicate menu of the contract, or continue to step 3.
Select Communicate in the side menu.
Click Countersignature. The following options appear:
NOTE: The options that appear here are determined by your organization's ySign Workflow settings. For more information, see Adding a ySign workflow.
Select Countersign to complete the signing process and activate the contract. See the The ySign authorized signatory signing process section for information about the screens that appear. Go to step 5.
TIP: Kube saves your signature from previous signings. To update your signature, click Edit Signature.
Select Defer and Activate to complete the signing process at a later time, but still activate the contract. Go to step 5.
Select Skip and Upload PDF to update the communication method to Manual and upload a signed PDF document instead of electronically signing before activating the contract. The ySign Timeline disappears. Skip the remaining steps.
The ySign Timeline updates.
Kube automatically activates the contract within 15 minutes. For more information about automatic activation, see Setting default contract options.
NOTE: The activate option may be available at different stage gates. Refer to your contract approval conditions and workflows. For more information, see Contract approval flow overview and Adding a ySign workflow.