This option needs Manage Contracts and outside-recipient sending enabled for the business. Sending to a private person or using a general agreement also needs general-agreement sending enabled. If the page says it is not enabled, contact Naayya support.
- Open a template that is Ready to send, click Send, then choose Outside recipient.
- Check Your business. Saved details are pre-filled where available. Enter any missing legal name, address, registration number and Your signing capacity. The representative is your own profile name. Corrections apply to this copy only.
- Choose Person or Company and enter the recipient's details and email. For a company, enter its registration number, the signer's name and signing capacity. For a person, enter their legal name and address. If the template has a required printed recipient address blank, Who fills the legal address? can ask the recipient to enter it before signing.
- Choose the Purpose, fill the business blanks and choose a legal basis for each requested file. Outside-recipient templates cannot use employee-vault fields or health insurance cards.
- Choose Require an emailed code to open if the email link should not open the contract by itself. This is always on when the template asks for files. Check the optional Sign by date.
- Choose I sign before sending or I countersign afterwards. Click Preview PDF and check the copy. Editing a detail means previewing it again.
- Click Review and sign to sign first. Tick I agree to sign electronically, click Email me a code, and confirm the code sent to your own account. Draw or type your signature, then click Sign and send. For recipient-first signing, click Review and send, check the recipient, then Send contract.
The recipient gets an email link and does not need a Naayya account to sign. With the opening-code option on, they confirm a code emailed to the recipient address before viewing the agreement. Otherwise the key in the email link opens a file-free agreement for 48 hours; an expired or missing key asks for a code. A forwarded email can open a contract during that window unless you require a code.
If you signed first, the recipient sees your business signature. With no files to verify, their signature completes the agreement. If you chose to countersign afterwards, their signed copy waits for you in Sent. Requested files still need the business's verification before completion.
From Admin > Contracts > Sent, use Send again to email another invitation for the same open copy, Withdraw to end it with a reason, or Replace to prepare a corrected copy with a reason. Sending the replacement withdraws the old copy. These actions are available before the recipient signs. Sent copy opens the frozen contract text; use the signed PDF for the signature record.
If the invitation could not be delivered after the contract was saved, check its delivery status in Sent. Do not start a second contract to retry the same invitation.
See also e-signature requirements.