Collecting Electronic Signatures for Contracts

You can collect one or more electronic signatures on each Contract. Here is generally how the signature process works:

First you add one or more signers to the Contract.

  • You send an email to collect signatures from signers (or collect signature in person).
  • Signers receive email and click on link in email to review Contract online.
  • After the signer reviews the contractual language, they apply their signature online and submit it.
  • All signers are emailed a PDF copy of the signed contract; you can also generate a PDF with signatures from the Contract Dashboard.

To Add a Signer to a Contract:

  1. Use one of these three ways to access the Contracts tool:
    • Click on the "Contracts" tool button on the Event Dashboard.
    • Use the Quick Launch tool to select the appropriate Event and the "Contracts" tool.
    • Click on "Contracts" in the main navigation bar.
  2. Find the appropriate Contract and click on the "Open" link.
  3. Click on the "Edit" button and, in the "Intended Signers" field, add one more more signers to the Contract using the dropdown menu.
    • IMPORTANT NOTE: Remember to also add at least one person from your organization as a counter-signer; this person will receive notifications on any signature activity.
  4. Click "Save" when you are finished.

To Send an Email to a Signer to Collect Signature:

  1. On the Contract Dashboard, click on the "Collect Signatures" button.
  2. Click on the "Send Email Now" button in the modal box to send the email. When the email is sent, you will see a confirmation at the top of the browser window.
  3. The email that the sender receives has a link in it that will connect them to a secure Web page (outside of your account) where they can review the Contract; apply their electronic signature to it; and click the "I Agree ... Submit" button to complete the signature process.
  4. Once they have completed the signature process, the signer and all other signers will receive a PDF copy of the signed Contract.

To Collect a Signature in Person From a Signer:

  1. On the Contract Dashboard, in the "Intended Signers" box, find the signer and click on the "Collect Signature in Person" link under their name
  2. You are taken to a secure Web page (outside of your account) where the signer can review the Contract in your presence; apply their electronic signature to it; and click the "I Agree ... Submit" button to complete the signature process.
  3. Once they have completed the signature process, the signer and all other signers will receive a PDF copy of the signed Contract.

After the system has collected the signature from a signer, you will see the "Signed" notification for that signer in the Contract Dashboard along with:

  • The signers legal name.
  • The date signed.
  • The signer's IP address.
  • A unique signature fingerprint.

IMPORTANT NOTE: We have not verified, nor will we verify, the identity of any signatory or party who signs a contract electronically, and it is the responsibility of you and the other signatories to verify each other's identities. We also do not certify or attest to the completeness, validity or enforceability of any document. These services are intended for use in the United States, and we disclaim any use of the services outside the boundaries of the United States or in any jurisdiction where the services do not comply with current law. Electronic signatures may not be enforceable for all legal documentation. You should consult your attorney to determine whether our services are applicable in your geographic area and/or in specific use cases. You are encouraged to download, print out, and maintain a hard copy for all signed legal documents that you process via our site. For more details, see our Terms and Conditions.

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