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