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Contracts will first be submitted for approval. Once approved and ready for signature, the Contract Manager will initiate the signature process directly in ESM, which integrates seamlessly with DocuSign.  \nThis guide provides step-by-step instructions for creating, routing, and completing contract documents through ESM and DocuSign.  \nSupport  \nFor additional support, please contact one of us in the procurement office at [procurement@richmond.edu](procurement@richmond.edu. We are glad to assist)[. We are glad to assist](procurement@richmond.edu. We are glad to assist)!  \nINSTRUCTIONS FOR UNIVERSITY-TEMPLATED CONTRACT  \n1. Create the Contract Record  \n1.1 Start by entering the required contract details:  \n1.1.1. Contract Details  \n1.1.2. Basic Contract Information  \n1.1.3. Contract Party Information  \n1.2 IS Survey  \n1.3 Save the contract record by clicking Save.  \nNote: For completed ESM Contract Management Instructions, see the ESM Training guide here.  \n2. Prepare the Contract Document  \n2.1 Return to your saved contract record.  \n2.2 Navigate to the Documents tab  \n2.3 Select the appropriate Contract Template from the All Available Contract Templates Section (at the bottom of the Documents screen).  \n2.4 Download the agreement template to your hard drive and edit the template with contractspecific details as you normally would.  \nEveryday edits may include:  \n2.4.1. Collaborate with the vendor or others within your department  \n2.4.2. Updating scope of work  \n2.4.3. Confirming dates and dollar amounts  \n2.4.4. Including all required attachments or exhibits  \n2.5 Add the Vendor’s legal company name to the signature block  \nNote: DO NOT change or delete any ofthe DocuSign formulas that are in the signature and date fields. Also, the signature block must be on its own page, as it is in the template.  \n2.6 Save the edited draft contract to your hard drive.  \n2.7 In your saved contract record, go to the Documents tab, click New to add the contract document you just saved.  \n2.8 Fill in the Title, Document Type (draft), and then add your document to the record. Select Yes to include the contract in the Approval Packet. Click Save.  \nNote: Your Document must be a Word Document with the .docx file type. Do not save it as  \na PDF.  \nNote: Due to a known issue, any standard dollar amount needs to be pre-pended with a “\\”(for example, \\$100,000). This avoids a formatting error that drops the first number.  \n2.9 Click Save again to save the contract record.  \n3. Add Signers  \nPre-requisite:  \n• You must have an estimated amount of the total contract cost to identify who the signer will be foryour contract.  \n• Have your vendor representative provide you with their signer's legal name, title, and email  \naddress.  \n3.1 Within the contract record, select the DocuSign Envelopes tab.  \n3.1.1. Internal Signer  \nSelect Signer Name from the drop-down. Be sure to adhere to the Delegation of Contract Approval and Signature Authority Policy. This policy can be found in the university policy library at: [https://policy. richmond.edu/library/index.html](https://policy. richmond.edu/library/index.html).  \nNote: If you have a second Internal Signer, add their information into the Internal Signer 2 fields following the same instructions above.  \n3.1.2. 1st Party Signer (Vendor Signer)  \nType the Signer's Full ","cbCaidiIyca25vd2","https://ap.wps.com/l/cbCaidiIyca25vd2","pdf",180282,"English","# Overview\n# Support\n# Instructions for University Template Contracts\n## Create the Contract Record\n## Prepare the Contract Document\n## Add Signers\n## ESM Approvals (Before Sending for Signature)\n## Finalizing the Contract Document - Generate DocuSign Document\n# Instructions for Vendor Templated Contracts\n# Instructions for Signers","[{\"question\":\"How does DocuSign fit into the contract process in ESM?\",\"answer\":\"Approvals happen first in ESM, separate from signature. After the Contract Manager initiates signature in ESM, DocuSign completes the signature workflow and activates finalized contract records.\"},{\"question\":\"What format must the contract document be when uploading?\",\"answer\":\"The document must be a Word document with the .docx file type and must not be saved as a PDF.\"},{\"question\":\"What should be included in the signature block and how should DocuSign fields be handled?\",\"answer\":\"Add the vendor’s legal company name to the signature block, and do not change or delete any DocuSign formulas in the signature and date fields. The signature block must be on its own page as in the template.\"}]","ESM DocuSign Instructions2 - Instructions for University Template Contracts | PDF",1789216553]