The electronic signing workflow allows you to manage agreements or contracts electronically and/or offline through an easy-to-use and secure signing solution – LiveSign.

• Recipients are notified of signature requests via email and/or SMS and can securely sign documents using LiveSign.
• Track the signing progress, including the sent date and current status of each signature.
• Correct errors in email addresses or phone numbers, resend signing requests, or void the request if needed.
• Access an audit log of the signing progress for added transparency.
• Download a certificate of completion.
  
  

Online and offline signing overview

1. Set the form to ‘Ready for Signing’ – this updates the status to ‘Ready.’
2. Hit the ‘Electronic Signing’ button if at least one person in the flow will sign online. Online signatures must be complete before offline signatures can be added, it does not work the other way round.
   • Choose ‘Offline Signatures’ from the drop down menu if no online signatures are needed.
3. You’ll be asked to set up your electronic signing request. Ensure the email and/or SMS of all signatories is correct, you can amend them here.
4. Update the signing order if needed.
5. Customise the message that will accompany the signing request (optional).
6. Send request for signatures.
7. See updates as the online signatures requests are sent and completed.
8. Once all online signatures have been received, the status of the form will change to ‘Completed’ and you will have the option to download the PDF and the certificate of completion.
9. If offline signatures are still required, download the PDF and proceed via a printed copy or sign on glass.

Step by step guide to completing a contract

Here is the workflow to finalise a form and commence signing:

1. Select the form actions icon (⋮) in the top-right corner of the form.
2. Choose “Ready for Signing” to initiate the signing process.

Once the Status is set to ‘Ready,’ you can select the ‘Electronic signing’ button.

Customise the signing order

You’ll next be asked to confirm the details of who is to sign, and can change the signing order should you need to.

Control the sequence of recipient signatures using the “Set Signing Order” feature.

The signing order allows to create a simple workflow for your electronic signatures. For example;

1. Send to the agent to sign after all other parties have signed.
2. Send to a tenant first, landlord second, and agent last.
   
   

Enable ‘Set signing order’ by selecting the “Electronic Signing” option.

• Recipients will receive notifications in the specified order. If recipients share the same order number, they will be notified simultaneously.
• If ‘Set signing order’ remains disabled, all recipients will receive the signing request at the same time.

Use the toggle below each recipient to adjust the signing order. Enter “1” to the group of recipients who will sign first, “2” to those who will sign second, and so on.

For example, to have all parties sign first and the agent second:

• Set Vendor 1 “Order” to “1”
• Set Vendor 2 “Order” to “1”
• Set Vendor 3 “Order” to “1”
• Set Purchaser “Order” to “1”
• Set Agent “Order” to “2”

Signature notifications

Recipients are promptly notified of signature requests via email and SMS for a seamless signing process.

Emails and SMS include a link to a secure portal where recipients can electronically read and sign the document.

This ensures a secure and efficient signing experience.

Track signature progress

You can track signature progress in the Electronic Signature menu on the right-hand side of the forms dashboard.

The following statuses are available:

• Signed: Indicates that forms have been successfully signed.
• Sent: Shows that forms have been sent for signature but are awaiting completion.
• Failed: Indicates delivery errors or other issues requiring attention.

Forms with a “Failed” status may need to be resent. Verify the recipient’s email address or phone number for errors before resending the signature request.

Resending will immediately send the notification to the recipient’s current email address, ensuring it appears at the top of their inbox.

To send to a different email address or mobile number, click the “⋮” icon and select “Edit Email Address” or “Edit Mobile Number”. Once edited, the signature notification will be sent immediately.

To send to a different email address or mobile number, click the “⋮” icon and select “Edit Email Address” or “Edit Mobile Number”. Once edited, the signature notification will be sent immediately.

To send to a different email address or mobile number, click the “⋮” icon and select “Edit Email Address” or “Edit Mobile Number”. Once edited, the signature notification will be sent immediately.

Once all online signatures have been received, the status of the form will change to ‘Completed’ and you will have the option to download the PDF and the certificate of completion.

If offline signatures are still required, download the PDF and proceed via a printed copy or sign on glass.