Prepare the document
Have the final PDF, each recipient’s name and email, and the intended signing order ready. You need permission to create and prepare agreements.
Check that you have selected the correct customer and document version before sending.
Create the agreement
- Open Agreements and choose Create Agreement.
- Upload the document or select a document from the Documents Hub.
- Add the recipients and choose what each person needs to do. Check their email addresses and signing order.
- Enter the subject and message the recipients should receive. Continue to prepare the document.
- Place the required signature, date and text fields for each recipient. Review the document and send it when everything is correct.
Follow progress
Open the agreement to check its status and each recipient’s progress. Use the available reminder or void action when necessary. Voiding stops an outstanding request; it does not erase an agreement that was already completed.
Keep the completed signed copy and its completion evidence with your customer records. For documents you send repeatedly, use Agreements › Templates to save time.