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Sending a contract for signature

Send the approved document to an internal or an external signer.

1

Finish the approval

Before signing begins, make sure every required approval stage is complete.

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2

Add the signers

Give each signer’s name, email address and role, and the order they sign in.

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3

Choose the security method

Turn on an additional identification method if the document calls for one.

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4

Send the document

Once it is sent, the status and each signer’s actions appear on the contract card.

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Tip

✓ Check the signer’s email address and the final version of the document before you send.

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