Personalized Contracts

Comments

Letting Signers redline or ask questions about Contracts right within PactSafe

Written by Eric Prugh
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 Eric Prugh
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 Eric Prugh
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 Eric Prugh
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 Eric Prugh
Updated over a week ago

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 Eric Prugh
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 Eric Prugh
Updated over a week ago

Uploading Contracts as you send a Signature Request

Sending a one-off Contract for a quick signature

Written by Eric Prugh
Updated over a week ago

Assigning Fields to a Signer

Indicating which Signer should fill out each Signer Field in a Contract

Written by Eric Prugh
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 Eric Prugh
Updated over a week ago

PactSafe Approvals

Talks about how to support your internal Contract review process by using PactSafe

Written by Eric Prugh
Updated over a week ago

Supporting Files

Storing files in PactSafe alongside a particular Signature Request

Written by Eric Prugh
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 Eric Prugh
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 Eric Prugh
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 Eric Prugh
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 Eric Prugh
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 Eric Prugh
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 Eric Prugh
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 Eric Prugh
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 Eric Prugh
Updated over a week ago

Signature Request Troubleshooting

Solutions to the most common issues while sending Signature Requests

Written by Eric Prugh
Updated over a week ago