Track sent contracts#
Go to Admin > Contracts > Sent. The Sent contracts page shows where each contract is. Use the Open, Completed, and All tabs to filter the list.
Each row shows the Person, Contract, Status, Sent date, Sign by date, Reminders, and Last update. Statuses include:
- Sent: the email went out.
- Viewed: the person opened the contract.
- Awaiting countersignature: the person signed. It is your turn.
- Completed: both sides signed.
- Expired: the contract was not completed before the template's Valid until date passed.
Reminders go out on day 3, then every 3 days, up to 5. They stop when the person signs or the contract expires, or if an email did not reach the person.
If an email did not reach the person, the row shows Email bounced, Marked as spam, or Email blocked. Check their email address.
Countersign a contract#
- On the Sent contracts page, find a contract that is Awaiting countersignature and click Countersign.
- Check the signed copy: click Open their signed copy (PDF) and check their details.
- Verify each upload: click Open to check the file, then click Mark verified and confirm with Verify and delete the file. The file is deleted for good once you verify it, and the check is recorded. A file that was not verified in time shows Deleted after 30 days.
- Confirm it is you: tick I agree to sign electronically, click Email me a code, and enter the code from your email.
- Countersign: sign and click Countersign.
You and the person each get an email with a link to the final PDF.
Only someone with the Manage Contracts permission can verify uploads and countersign. Others see View instead of Countersign.
Download a signed contract#
On the Sent contracts page, open the Completed tab, click Signed PDF on the row, then click Download the signed contract (PDF).
The person who signed can download it from the email link or from Account > Contracts.