Got this idea from here:
https://community.ironcladapp.com/t5/Ironclad-Users-Forum/Signing-Logistics-Enhancements/m-p/1598#M948
This is a Procurement use-case.
For lower dollar value Procurement, we often have click-through agreements or just ToS that we accept. Sometimes there is no Order Form, just paying via a Credit Card.
Either way, Legal wants to review the contract since the Product/Service has some risk involved & we need to keep the documentation (ie ToS) in our Ironclad repository. No signature is involved in this use-case.
I have suggested to Print screen to PDF and upload the PDF to Ironclad. But then we get confused with what to do in the signature stage.
I think Ironclad bought a Pactsafe (now called Ironclad Clickwrap) to solve for this use-case from the Vendor side. My question is how do we solve this from the Customer side?
My idea:
- Allow for a 3rd type of paper source (In addition to My company's paper & The counterparty's paper) called No Paper or No Signature counterparty's paper)
- or keep only My company's paper & The counterparty's paper, but a question box that says Signature required Yes/No
- New question type available on Launch Form called Smart Link (or something) that allows for the Workflow Owner to copy/paste the link to the ToS or Privacy Policy of whatever they are looking to buy. These Smart Links will tell Ironclad to take a screenshot of the page on the other side of the link (ie the ToS or Privacy Policy). This will then be the "Paper" that gets reviewed in the workflow & ultimately saved in the Repository in the Archive step.
- Signature step will be skipped if this Paper type is used.
