People and agreements

Prepare, sign and retrieve an agreement

For: Agreement authors, reviewers and named signers.

Prepare an agreement

Open Signet → Agreements → Prepare agreement. Choose a PDF (up to 10 MB), enter the Agreement title and select its kind. For a recurring document, use Choose a reusable template.
Select Save draft and continue. In the draft, review Document, add Recipients, then use Place fields to assign signature fields to the correct person. Open Review and follow the approval and send actions shown for your role.

What to expect. Find the agreement in the register and check its status and signed count. Saving the draft alone does not send it.

Open the signing invitation addressed to you. Complete any identity or email verification requested, read the document and complete your assigned signature fields before submitting.
In the agreement register, search by title or filter by status. Open a completed agreement and select Download signed PDF or Completion certificate.

What to expect. All signatures collected and the signed document identify the completed agreement. Activity shows its history.

Open Signet → Templates. Search the register and open the intended template.
Check its approval state and signer roles before using it. Authorized template authors can start from New template.

What to expect. You can use the approved template as the starting point for a new agreement.