Learn how to enter recipient details, send a form for digital signing and see its status update during the process.
Interactive Guide #
Click ‘Get Started’ to see how:
Step by Step Guide #
1. When you are ready to proceed to signing, open the form actions (⋮) menu.
2. Choose ‘Ready for signing’ to indicate the contract is prepared for signatures.
3. Click ‘Yes, it’s ready for signing’
4. Notice the status has changed to ‘Ready.’
5. Click ‘Electronic signing’ to begin the siging process.
6. This is where you specify who will receive the electronic signing requests. Phone numbers and emails are prefilled from the form, you can check and edit them here.
7. Specify any other email addresses that you’d like to receive the final executed contract (eg agency admin). This might already be set up by your admin via org wide signing notifications.
8. Click ‘Review’ to proceed.
9. You can customise the signing request message by checking this box and editing the message.
10. Confirm all details are correct and click ‘Send for Signing’.
11. You’ll now see the Electronic Signatures panel with signatories and current status. Buyer 1 shows as ‘Sending’.
12. By clicking ‘Refresh’ we can now see that Buyer 1 status has updated to ‘Sent’.
13. The actions (⋮) button provides more options including: change to offline signing, resend signing request, update contact details.
