# July 21st, 2023
Marketing Agreement using e-sign ### Current flow : Marketing candidate that already passed the test will be created as `NEW` staff in CRM by Branch Admin, then the Branch Admin will fill out the remaining data, give the marketing agreement to signed by the candidate, and submit the data. ### New Flow : #### Marketing Candidate Marketing candidate that already passed the test will receive email to input their data (personal data, selfie photo, photo of National ID \[KTP] and photo of Taxpayer ID). System will automatically creates a new staff with status `NEW` for this candidates and adds the personal information. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FGdQkucOWUHjQxvd3WJpt%2Fimage.png?alt=media\&token=1fea685c-f789-4110-be8a-b59e2e5bcb90) They will get another email to create a digital certificate so that they can sign the agreement digitally. To complete this step, the candidate needs to do an EKYC by taking a selfie in the digital signer web and setting a password for their digital sign account. The system will automatically update this staff status to `SUBMITTED` ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FkLirVlPmXwHExUqqgtOj%2Fimage.png?alt=media\&token=ffbb372e-d13d-4a0f-a246-8ac8c39860e6) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FzmK7ACWvz4TQDOpnxWse%2Fimage.png?alt=media\&token=03eb23b8-0fa5-4691-915c-69405de01be5) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FzHjmycZJvhYuhvgwQad9%2Fimage.png?alt=media\&token=fee1e6cb-79b2-4855-9d40-94f880b8d7f3) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FsUvmZqa4x7B9fpJPWptp%2Fimage.png?alt=media\&token=50fe96d3-0145-4d8f-aeab-93a35eaf88ef) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FKD6ulrDgA3BrOURfhp5L%2Fimage.png?alt=media\&token=661c6c5a-5790-42b0-8b29-17c81151b971) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2Fsg3Ig6nmjVYNgfXyxpwm%2Fimage.png?alt=media\&token=c5dcc5cc-3906-4fa9-bea7-f4d0eb551558) After completing the EKYC, candidates will receive another email to sign the marketing agreement with OTP. When user click the link, it will redirect the candidates to the signing page. Candidates will sign the document and fill the OTP to complete the signing process from candidates side. System will update this staff status to `APPROVED` ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FFGkvo3U9saMqXdIKNppU%2Fimage.png?alt=media\&token=663fefe9-2b87-4b7f-b95c-6c5bef84e7a9) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2F8UPMKQSDFofChaG44mLq%2Fimage.png?alt=media\&token=589575c6-d4ca-49d5-bc0d-fca1bfe98a7e) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FHIfiAohEvAZ4ixDGtYu7%2Fimage.png?alt=media\&token=c2a70153-1cfd-4ad3-8962-18c178fdd84b) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FaqTb0mDEFuhBOKc7pc04%2Fimage.png?alt=media\&token=b2c9b007-0d09-494b-821b-79796a35f469) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FGH4KmMnYq4Y6U5imPgJb%2Fimage.png?alt=media\&token=3dc29508-6f49-4c78-8ede-afaab402f754) Then the marketing agreement will be sent to VP to be signed and it will sent a copy of marketing agreement to the candidates and VP. System will automatically adds the marketing agreement to CRM and updates the status to `VERIFIED`. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2F7pdj5UQ9McPwOpFfD0kW%2Fimage.png?alt=media\&token=dcfcb1a1-b6bc-4c57-8486-5649229f0f7e) #### Company All VP will get an email to register as signer from TekénAja, then they will have to do an EKYC by taking a selfie in the digital signer web and setting a password for their digital sign account. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FIe35wdnVWQlA3vJcLH1f%2Fimage.png?alt=media\&token=a9756acf-33b6-432b-bb82-f2344130f8d3) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FYEcDJk9gAV1l2YAJwL5P%2Fimage.png?alt=media\&token=54b61061-1b3d-41de-aaa8-52bca0b6c346) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2F9zDmvxoOrPTGG4ssGMZd%2Fimage.png?alt=media\&token=0e800ee0-59e9-4025-8fed-a77f3a4dacb6) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FA889WEtr3mLfyvtrbaXE%2Fimage.png?alt=media\&token=3b7d73a2-2989-4650-a30d-38473eaf1782) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FOcy90yZVMISdnY3lbjDP%2Fimage.png?alt=media\&token=2be9723c-e181-4127-977b-208d6f5a6ac5) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FSSBK3n8muAIa3Z6Mdw4e%2Fimage.png?alt=media\&token=4c8c6c7f-ad74-46cc-a36c-96cde4742b0a) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FP2C2nD6HkAQV50gpR9Bn%2Fimage.png?alt=media\&token=7d51eb2a-844b-4bc4-aa06-96cca6ed1cb3) Once VP can login to their TekénAja dashboard, they can see the list of documents that must be signed. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FQhmnAHu3F4xKy7iBRiEq%2Fimage.png?alt=media\&token=d0e1e704-4234-4cbb-af04-86b9ee62e6dc) To get the OTP for signing document, VP must check their email from TekénAja to sign the document. Click the link in email to sign the document and fill out the OTP to complete the signing process. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FU1QQ2CfjK1AjPggj68VI%2Fimage.png?alt=media\&token=14521a45-5113-4629-b72b-6d31614d12a2) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FMegGvyd5RPnSUwd17laM%2Fimage.png?alt=media\&token=858dbb2d-2e67-495f-b4ca-3e225c92b5fb) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FHIfiAohEvAZ4ixDGtYu7%2Fimage.png?alt=media\&token=c2a70153-1cfd-4ad3-8962-18c178fdd84b) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FeWrzknY7UiMXohD5YAfa%2Fimage.png?alt=media\&token=8361dca6-711f-4b96-858c-ef3086600ed1) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FKio3D4eBI1QeFa2N7vMU%2Fimage.png?alt=media\&token=032fe9a0-630c-4b42-963d-a841468c1209) The system will automatically sends out copy of signed document to the marketing candidate and VP ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FwHj058P7YkHEHMVZy4XU%2Fimage.png?alt=media\&token=7ee95595-08c7-425d-973a-4d02efdff863)