Once each party(s) has reviewed and agreed to sign the contract, click “Yes” to create an Adobe Sign agreement for e-signature. Then click “Create Adobe agreement.”

*Note: It is recommended that all parties agree to sign the contract before sending the Adobe Sign agreements.

Once “Create Adobe agreement” is clicked, the contract package will appear in the record and the list of recipients will be auto-populated under Adobe Sign recipients.

*WARNING:  After clicking “Create Adobe agreement,” editing the contract is not permissible.

Click “Preview” or “Send.”

Pop-up windows will appear on the screen.

Review the recipients’ email addresses, sorting order for e-signing, message content, and options to set a reminder for signees and create a password (optional) to protect the agreement.

(a) Click “Preview and add fields” if you need to preview the contract and/or add additional signature fields; or

If you don't need to preview the contract, click “Send now.” The contract will be sent to each party(s) for signature.  

Wait for the process of submitting the request to complete.

The contract will be sent to the required signee(s). The system will show you the document has been successfully sent for signature.

Each signee will receive an email. Then, click “Review and sign.”

It is ready for each signee to sign the contract.

The “Next required field” function in the top-right corner displays the number of required signature(s).

When the contract is signed, a final copy is sent to every signee via email.

To track the signature(s) on the system, go to the Attachment/E-signature tab, then view the contract status under Adobe Sign recipients.

The contract is now complete. When you return to the record, the status will display "You have permission to view but not edit this record."
**Once the contract is completed and signed, it can no longer be edited or modified.