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Personalized Contracts
Personalized Contracts
Sending requests for Contract signatures directly to individual Signers
21 articles in this collection
Written by
Amanda Cross
Comments
Letting Signers redline or ask questions about Contracts right within PactSafe
Written by
Amanda Cross
Updated over a week ago
Revising a Contract you already sent
Making changes, big or small, to Contracts when you've already requested signatures
Written by
Amanda Cross
Updated over a week ago
SmartPacts
Sending a URL to Signers to complete Contracts you don't customize, like NDAs and Terms of Service
Written by
Amanda Cross
Updated over a week ago
Creating SmartPacts
Setting up a Signature Request as a URL that you can email, text, or message to a Signer
Written by
Amanda Cross
Updated over a week ago
Signature Request status
The different statuses a Signature Request can have and the events that trigger status changes
Written by
Amanda Cross
Updated over a week ago
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
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
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
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
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
Written by
Amanda Cross
Updated over a week ago
PactSafe Approvals
Talks about how to support your internal Contract review process by using PactSafe
Written by
Amanda Cross
Updated over a week ago
Supporting Files
Storing files in PactSafe alongside a particular Signature Request
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
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
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
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
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
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
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
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
Written by
Amanda Cross
Updated over a week ago
Signature Request Troubleshooting
Solutions to the most common issues while sending Signature Requests
Written by
Amanda Cross
Updated over a week ago