Click Contracts is a popular tool for obtaining electronic signatures on documents. If you have received a document via Click Contracts, it means someone is requesting your electronic signature. Here are the steps to guide you through the signing process.

Step 1: Open the Email from Click Contracts

When a document has been sent to you via Click Contracts for signing, you will receive an email notification. Open the email and click the “Sign Document” button. This will direct you to the Click Contracts website where the document is hosted.

Step 2: Agree to Sign Electronically

Before accessing the document, you will be presented with a disclosure from Click Contracts asking you to agree to conduct business electronically.

The consent step with a link to the Electronic Record and Signature Disclosure, a ticked checkbox reading I agree to use Electronic Record and Signatures, and a green Continue button below it

The Continue button only appears once the box is ticked.

Read the Electronic Record and Signature Disclosure — the link opens it.
Tick I agree to use Electronic Record and Signatures.
Click Continue.

If you cannot find the Continue button, the box is not ticked yet. It is not shown until you agree.

Step 3: Review the Document

You will then be able to view the document that needs your signature. It’s essential that you carefully review the entire document to understand what you’re signing.

The Review and sign documents bar with an Auto-scroll to next item checkbox and a green Approve button

The bar across the top holds the Auto-scroll toggle and the Finish or Approve button. Your progress and the Next button live in a bar at the bottom of the page.

Auto-scroll to next item moves you to the next field automatically as you complete each one. Leave it off if you would rather scroll yourself.

Step 4: Start the Signing Process

Once you have reviewed the document, use Next in the bar at the bottom of the page to move forward. It carries you from wherever you are to the next thing that needs you — a required field, or a page with optional or already-filled information worth a look — and loops back to the top of the document once it reaches the end.

Step 5: Add Your Signature

Upon reaching the signature field, a window will appear asking you to “Adopt Your Signature.” You can choose a signature font from the drop down. Once you’re happy with your signature, click “Adopt and Sign.”

Step 6: Confirm Signing

Finish sits at the top of the page throughout, but stays greyed out until you have placed your signature in all the required places. Once it becomes clickable, click it to complete the signing process — if some optional or pre-filled pages have not been looked at yet, you will be asked once whether to review them first or finish anyway.

The top right of the signing screen showing Auto-scroll to next item and Show other signers tags checkboxes beside a green Approve button

Sent an envelope with nothing for you to fill in? The button reads Approve instead.

If the button says Approve rather than Finish, you have been added as an approver — there are no fields assigned to you, and your job is to read the envelope and approve or decline it. A Decline button sits next to Approve; clicking it opens a form asking you to explain why you are declining. Once you decline, you see a confirmation screen, and anyone else who opens the link afterwards sees a message that the document was declined. Nothing has gone wrong and there is no signature to hunt for.

Show other signers’ tags appears if you are the person who sent the envelope. It reveals the fields belonging to everyone else, so you can check the whole envelope rather than only your own part.

Step 7: Save a Copy of the Signed Document

After signing, you will receive an email with a copy of the signed document. It is a good practice to keep your own records of signed documents.

Step 8: Accessing Signed Documents in Click Contracts

If you encounter difficulties receiving email notifications or prefer alternate methods to access your signed files:

Direct Access from your Dashboard — navigate to your Click Contracts dashboard, open the specific envelope containing the document, and download the completed signed file from the envelope details tab.

Verifying Email Notifications After Signing

Once you complete a signing process in Click Contracts, an email is sent to the relevant parties. Depending on the scenario:

CC’d Emails to Verify Listing Agent Notifications — you are automatically CC’d on the email sent to the listing agent after the signing is completed. To check what was sent to the listing agent, look for this CC’d email in your inbox, and check your spam or junk folders if you don’t see it immediately.
Awaiting Email Copies for Signed Documents — if you signed the document as part of creating the envelope, you will only receive the completed document email once all other signers have finished their parts. In case of delay, ensure that all parties have finalized their signatures before expecting the email.

✒️ Sign on Click Contracts 🪄