E-Sign 3rd Party Document
E-sign uploaded 3rd party document to complete your deal in record time!
Julie avatar
Written by Julie
Updated over a week ago

To affix a legal e-signature on an uploaded 3rd party document, open the contract and click the "add signature field" icon:

Choose the Party (for example "Customer" or "Company") you are adding a signature field for. Then simply click to place the signature field in the document where you want the signer for this Party to sign:

If you need to add some additional fields to prepare the signature block such as date or position title, use "add variable field" icon:

Click to place and fill additional fields in the text as needed:

Share with Counterparty Signer

Once you've added an e-signature field for a counterparty to use, you can add an existing user shared on the contract If the deal still needs to be signed by the other party, export the deal to send for countersignature. When you receive the countersigned copy, you can upload the mutually executed document as the latest version of your document history.

Update Contract Status

Once the deal is mutually executed, adjust deal status to "Done" using the drop down menu at upper left:

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