Review and sign a contract
Review your documents, complete your signature and download the completed contract.
On this page
Overview
Your personal contract link opens the documents sent to you for review and electronic signing. Check the sender and recipient details, review all documents, complete your assigned fields and confirm your decision. Keep this link private.
How to use this page
Open your invitation
Open Review and sign from your invitation email. Check the contract title, sender and For name and email. Read the sender's message. If the recipient details are wrong, contact the sender before continuing.
Review every document
Use Review documents to select each PDF and Previous page or Next page to read it. Download document saves the selected PDF. If the preview cannot display, use the download to review the document.
Complete your signature and fields
Enter your Full legal name and choose Type signature or Draw signature. For a drawing, use Clear drawing to start again. Complete your text, initials and checkbox fields below. An asterisk marks required fields. Assigned name, email, signature and UTC signing-date fields fill automatically.
Confirm electronic signing
Read the electronic-signing statement and select its checkbox if you agree. Select Agree and sign, then confirm in the dialog. Wait for Your signature is recorded or the completed state. If other signers remain, you receive the completed copy after everyone signs.
Decline when needed
Expand Decline to sign, enter a Reason, select Decline contract and confirm. Declining ends signing for all recipients. Contact the sender to discuss changes or another way to sign.
Save the completed PDF
Open the completed-contract link when it arrives. Once all signatures are complete, select Download completed PDF and retain the documents and their signing record.
What the buttons do
- Review documents / Previous page / Next page
- Selects a document and moves through its pages. Focus Review documents and press Up or Down to open its menu. With the menu open, use Up or Down to move between options, Home or End to jump to the first or last option, and Enter or Space to choose. Escape closes it without changing the value and returns focus to the menu button.
- Download document
- Downloads the selected source PDF for review.
- Full legal name / Type signature / Draw signature / Clear drawing
- Sets your signing name and typed or drawn signature. Clear drawing erases the current drawing before submission.
- Required fields and electronic-signing checkbox
- Complete starred fields and accept the displayed statement before signing. Text and initials use the labeled inputs; required checkboxes must be checked.
- Agree and sign
- Asks for confirmation, then records your signature, field values and consent against the reviewed documents.
- Decline to sign / Decline contract
- Opens the reason field and ends this contract's signing process after confirmation.
- Download completed PDF
- Appears when everyone has signed and downloads the completed documents with their signing record.
Common questions
Why is the contract unavailable?
Why is there no signing form?
Can I forward this link?
What is saved with my signature?
What if signing shows an error?
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Category: Client Portal · Contracts