Personalized Contracts

Sending requests for Contract signatures directly to individual Signers

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21 articles in this collection
Written by Amanda Cross
Sending Requests for Contract Signatures

Sending Requests for Contract Signatures Overview

The high-level view of the process to send Contracts out to be signed, including links to detailed step-by-steps
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Written by Amanda Cross
Updated over a week ago

Sending your first Contract for Signature

All the steps in the normal process for requesting a Contract Signature
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Written by Amanda Cross
Updated over a week ago

Uploading Contracts as you send a Signature Request

Sending a one-off Contract for a quick signature
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Written by Amanda Cross
Updated over a week ago

Assigning Fields to a Signer

Indicating which Signer should fill out each Signer Field in a Contract
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Written by Amanda Cross
Updated over a week ago

Collaborating on a Request with Comments

Letting Signers redline or just ask questions about Contracts right in PactSafe
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Written by Amanda Cross
Updated over a week ago

PactSafe Approvals

Talks about how to support your internal Contract review process by using PactSafe
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Written by Amanda Cross
Updated over a week ago

Supporting Files

Storing files in PactSafe alongside a particular Signature Request
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Written by Amanda Cross
Updated over a week ago

Finding the right Contract to send

Using the search and filter tools to find the Contract you're looking for
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Written by Amanda Cross
Updated over a week ago

Letting Signers delegate signing responsibility to someone else

When the person you sent the Contract to needs to forward it on to someone else to do the actual signing
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Written by Amanda Cross
Updated over a week ago

The Signing process through the Signer's eyes

Understanding the steps a person goes through to sign a Contract
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Written by Amanda Cross
Updated over a week ago

Using text messages to send Signature Requests

Flipping the switch to send the Contract through a text message
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Written by Amanda Cross
Updated over a week ago

Copying a Request link to send your Signer

Where to find a link to the Contract that you sent to be signed
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Written by Amanda Cross
Updated over a week ago

Identity confirmation: what is it and why should I use it?

An added layer of security to help you confirm that the person who's supposed to be signing is the one doing it
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Written by Amanda Cross
Updated over a week ago

Reviewing Signer activity on a Signature Request

Drilling in to how each person has interacted with each Contract over time
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Written by Amanda Cross
Updated over a week ago

Revising a Contract after it's been sent

Changing a clause—or even just fixing a typo—in a Contract after you've clicked Send
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Written by Amanda Cross
Updated over a week ago

Signature Request Troubleshooting

Solutions to the most common issues while sending Signature Requests
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Written by Amanda Cross
Updated over a week ago