Signing Process

When you send a contract, signers receive an email with a secure link. They review the document, complete their fields, and sign electronically.

What Signers Receive

Signers get an email like this:

Subject: Please sign: Service Agreement

You've been requested to sign a contract from [Your Company].

Document: Service Agreement
From: Jane Doe

[Review & Sign]

Clicking the button opens the contract in their browser.

Signing Steps

  1. Open the link - Secure access, no account required
  2. Review the document - Read through the entire contract
  3. Complete fields - Fill in any required information
  4. Sign - Draw, type, or upload a signature
  5. Submit - Confirm and complete

Signature Options

Signers can create their signature by:

  • Drawing - Use mouse or finger to draw
  • Typing - Type name, rendered in signature font
  • Upload - Upload an image of their signature

All methods are legally valid electronic signatures.

Field Types Signers May See

FieldDescription
SignatureFull signature capture
InitialsShort initials field
DateDate picker or auto-filled
TextFree text input
CheckboxConfirmation checkboxes

Mobile Signing

The signing interface works on phones and tablets. Signers can complete contracts from anywhere without installing an app.

After Signing

When a signer completes their signature:

  • They see a confirmation screen
  • They receive an email confirmation
  • The next signer is notified (if sequential)
  • You're notified of the progress

When All Parties Sign

Once everyone has signed:

  1. The contract status changes to Completed
  2. A final PDF is generated with all signatures
  3. All parties receive a copy via email
  4. The audit trail is finalized

Audit Trail

Every action is logged: when the contract was viewed, when fields were completed, IP addresses, and timestamps. This provides legal proof of the signing process.

Reminders

If a signer hasn't completed:

  • Automatic reminders can be configured
  • You can manually send reminders from the dashboard
  • Signers can request the link be resent

Troubleshooting

Signer didn't receive email?

  • Check spam/junk folder
  • Verify email address is correct
  • Resend from the contract details page

Can't complete signature?

  • Try a different browser
  • Clear browser cache
  • Use the mobile device instead

Next Steps