To start using digital signatures for your contracts, you'll need to modify your contract templates. Add designated spaces for dates, names, and signatures to control where signees place their signatures. Without these placeholders, signees may choose where to sign and can leave comments on the contract. We recommend setting these spaces up yourself to streamline the signing process.
Simple Steps to Prepare Your Templates for Digital Signatures:
Go to the Office menu.
Click on Contract Templates.
You'll see an overview of all your contract templates. Select the template(s) you wish to modify for digital signatures by clicking on them.
Designated signature blocks
Add specific blocks within your contract templates where signees are required to input their names and signatures. The system will automatically insert the signing date. Here’s how to set up these blocks:
Navigate to Office > Contract Templates and select the template you wish to edit.
In the template editor, click on the signature options in the toolbar.
You’ll have multiple layout options:
Contract Element: Includes a row for the date, names, and signatures of both parties. Choose to align this information on the left or right side.
Footer Element: Adds two small signature blocks at the bottom of each page, ideal for multi-page contracts.
Signature Block: Allows for detailed placement within your template. Use this for additional terms or customized design requirements.
When you initiate the signing process, the system pre-fills the signature, name, and date fields for the signee, requiring only the other party's signature.
Need help?
Editing templates can be complex. If you need assistance, please don’t hesitate to reach out via our Support Chat. We’re here to help you make the transition to digital contracts as smooth as possible.
Note: The entered data, such as added in Deal-tab, will only display correctly on contracts and invoice PDFs if the templates are set up properly. Always double-check your PDFs before sending them out to ensure everything appears as expected.