Signing a Document Through Electronic Signature

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 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.

Sign Doc Email

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.

Sign Doc agree

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. 

Sign Doc Menu


Step 5: Click on any field in that column to tab directly to it. Fill in all fields.

Sign Doc Action

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, change your name, draw your own signature, or upload a photo of your handwritten signature
  • 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.


Sign Doc Complete

Sign Doc Options

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Step 6: Choose an option. If you complete and sign, you will receive a confirmation of your signature. 

Sign Doc Confirmation


Step 7: Once the document has been fully executed, you will receive an email notification with the completed agreement attached as a PDF.

Sign Doc Final Email