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What does it look like for the end user when they receive an agreement to sign?

A step-by-step walkthrough of the recipient experience, from notification email to final signature.

When someone sends you an agreement to sign, here is what it will look like:

  1. Open the email notification you received.

  2. Click Review and sign.

  3. Allow the agreement to load, and this is what you will see. Click Start.

  4. You can now fill in the text fields assigned to you.

  5. Once you've filled in the necessary information, e.g., date fields, text fields, checkboxes, signatures, click Finish.

  6. Tick the checkbox to agree to our Terms of Service and Privacy Policy. Then, click Confirm.

  7. Now you've done your part! If needed, you can add viewers to the agreement.

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