Understand the electronic signing workflow as a signature request recipient (via Livesign in this example)
Interactive Guide #
Click ‘Get Started’ to see how:
Step by Step Guide #
1. The signing request email contains the overview information (which you can update in Realworks), click ‘Start’ to begin.
2. This page opens in your browser providing an overview and steps. Click ‘Get started’.
3. The document is shown in full for review. Use the scroll bar or the page options to progress through the document.
4. Or use this button to go straight to the next signatory field.
5. Select the “Click to Sign” button to begin electronically signing the contract.
6. Choose a signature style or create your own using the link.
7. Click “SIGN DOCUMENT” to finalise your electronic signature.
8. The signature is now visible, the date will be autopopulated once you click ‘Done’.
9. Click “DONE” to complete this signature.
10. The signature has been added and the date has been autopopulated.
11. Click next to move to the next signature (if applicable) or to complete the signing process if that was the last signature.
12. This screen confirms that the document has been signed and submitted.
13. Back in Realworks, click the Refresh button to update the latest electronic signature statuses for all parties.
14. Buyer 1 signing status is now showing as SIGNED and Seller 1 has updated to SENT.
15. Once all parties have signed, the contract is fully executed and the process is complete. Each party plus the agent will automatically receive email notification with a copy of the signed contract.
16. The form status updates to a green ‘Completed.’ Download buttons are available for both the exectued contract and the Certificate of Completion.
