A contract goes from request to signed copy
Who is involved
| Role | What they do |
|---|---|
| Requester | Drafts the contract and sends it. |
| Approver | Approves or sends it back. |
| Colleague who signs | Signs inside the system. |
| External signer | Signs from the e-mailed link. |
Step by step
- Requester
Creates the contract from a template, answers the template's questions and submits it for approval.
What they see:The contract waits for approval and its terms are locked.
- Approver
Reads the contract and approves it with a note, or rejects it with a reason.
What they see:The contract is approved, or goes back to draft with the reason beside it.
- Requester
Sends the approved contract for signature: the outside signer first, then a colleague.
What they see:The contract is out for signature and the first signer is invited by e-mail.
- External signer
Opens the link, confirms with the e-mailed code, reads the document and signs.
What they see:A receipt with the time and the document's fingerprint.
- Colleague who signs
Finds the document under My signatures and signs with their own login.
What they see:The signature is recorded and the request moves to sealing.
- Requester
Opens the contract's Signatures tab.
What they see:The contract is signed; the signed copy and the certificate can be downloaded, and every signer has received theirs.
Who is told what
The approvers are told when a contract is submitted; the requester when it is approved or rejected; signers by e-mail, with reminders; the owner when the request is completed, declined, expired or withdrawn.
Related
- Contracts & E-Signature
- A contract is approved by the right people before it is sent
- A signer declines and the contract is sent again
- A signer who has not signed is chased and, if needed, replaced
- A contract is approved through Accounting's approval chain
- An accepted quote becomes a draft contract
- Team workflows