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Sending for Signature

Once your contract is ready, send it to all signees for their electronic signatures.

How to Send​

Follow these steps to send the contract for signatures:

  1. Open the contract from the project's Contracts section
  2. Review signees listed at the top of the contract
  3. Click "Send for Signature" button
  4. Verify email addresses for all signees are correct
  5. Customize message (optional) to add context or instructions
  6. Click "Send" to deliver emails immediately

What Customers Receive​

Each signee receives a personalized email containing:

  • Greeting with their name
  • Your custom message (if added)
  • "View & Sign Contract" button linking to the document
  • Company branding and contact information

The link is unique to each signee and tracks their specific signature.

When customers click the "View & Sign Contract" button, they're automatically signed into the client portal to view and sign their contract. Understanding how this works helps you support customers who have questions.

Each signing link creates a 30-day session on the customer's device:

  • The first time a customer clicks the link, they're signed in and a session cookie is set
  • On the same device/browser, they can return to the portal anytime during those 30 days without needing a new link
  • The link itself can only be used once—if they click it again, they'll see an error, but they're likely already logged in
  • Links expire after 7 days if never used
Why One-Time Links?

One-time links provide security by ensuring only the intended recipient can access the contract. If someone forwards the email, only the first person to click can sign in.

Accessing the Contract on Multiple Devices​

Customers can easily access their contract from any device at any time by requesting a new link:

  1. Customer goes to the portal login page
  2. Customer enters their email address
  3. Customer receives a new signing link instantly
  4. Customer clicks the link → signed in on the new device

There's no limit to how many links a customer can request (except a rate limit of 3 per hour for security). Encourage customers to simply request a new link whenever they need access from a different device.

Tip: Once signed in on a device, the session lasts 30 days. Customers can bookmark the portal and return without needing a new link, as long as they use the same device/browser.

If a customer clicks an expired or already-used link, they see:

"Invalid or expired portal link. Enter your email address to receive a new one."

They simply enter their email address and receive a fresh link immediately—this is the normal way to access from a new device.

Customers can get a new link anytime through two methods:

  1. Self-service (recommended): Customer enters their email on the portal login page to receive an instant link
  2. Resend from contract: You can click the Resend button next to the signee's name to send a fresh email

Generating a new link automatically invalidates any previous unused links for that signee.