Guide for signers being sent a contract through ContractWorks
If you have been requested to review and sign a document using ContractWorks’ E-Signature tool, you will first receive an email notifying you that you have been requested for a signature. You can then click into the document, review the content, and fill in the appropriate fields before signing off, or declining to sign.
Step 1: Open the email, which will come from email@example.com. The sender of the contract may have personalized a message, and we always include the originator’s contact information so you can email them directly. Do not reply directly from this email, please contact the sender with any questions.
Step 2: Click on the green ‘Review and Sign’ button with the document name to take you to the contract.
Step 3: Accept the electronic signature disclosure. You are agreeing to the transaction through electronic communication. If you decline, a note will be sent to the originator that you do not consent to electronically sign the document.
Step 4: Review the document. Any action that you will need to take will be outlined in the left-hand column, or flagged on the document. If there are multiple documents you can select a document in this area as well.
Step 5: Click on any field in that column to tab directly to it. Fill in all fields.
Step 6: Once all fields are completed, the Complete and Sign button will turn green in the upper right-hand corner. You also have additional options if you would like, including:
- Signature options: Choose a font for your signature, or change your name
- Save for later
- Download document
- Request to transfer signing: if you would like someone else to sign the document, you can enter in the correct signer’s contact information and the originator can complete the transfer
- Sign on paper: You are declining to sign the document through E-Signature and will instead request to sign on paper
- Decline to sign: You do not wish to sign the contract. You will be prompted with a comment box for any notes you’d like to send the originator.
Step 6: Choose an option. If you complete and sign, you will receive a confirmation of your signature.
Step 7: Once the document has been fully executed, you will receive an email notification with the completed agreement attached as a PDF.