Follow the steps below to send an agreement to the signatories for signing:

  1. Log in to the system.
  2. From the Modules menu, click Agreements.
  3. The Agreements page will  display a list of documents that have been generated or uploaded to the system.
  4. Locate the document that has the status Awaiting Signatures.
  5. Click the Action drop-down menu and select Share Agreement for Signing.
  6. A pop-up form will appear. The signatories who were previously added to the document will already be displayed.
  7. Enter the message you would like the signatories to receive. If you have any documents to include, add them under Attachments.
  8. Click share to complete. An email will be sent to the signatories with the agreement, allowing them to review and sign the document.