Skip to main content

Document Signing Process

This will give an overview of the process for signing the documents for agents and clients.

Click Contracts avatar
Written by Click Contracts
Updated over a year ago

Key Steps

  1. Receive Email: Open the email containing the document to be signed.

  2. Click on Sign: Locate and click on the "Sign Document" button in the email.

  3. Agree to Electronic Signatures: Read the disclosure, select "Continue" to proceed to the document.

  4. Review Document: Scroll through the document to read its contents.

  5. Signatures: Click on the signature blocks in the document to verify and adopt your signature.

  6. Adopt and Sign: Make any necessary changes to your name or signature style, then click on "Adopt and Sign" to finalize.

  7. Sign All Blocks: Repeat the process for all signature blocks in the document.

  8. Finish: Once all signatures are completed, the "Next Item" button will change to "Finish." Click on "Finish" to submit the signed document.

  9. Confirmation: Upon completion, you will receive an email with a copy of the signed document.

Did this answer your question?