Sending Contracts for Signature
The e-signature flow, the client PIN, and tracking who has signed.
Publish sends the contract to the client and moves it to Sent. From there they open it, prove who they are, and sign in the browser.
The PIN — tell your client about it
Every emailed contract is PIN-protected. A six-digit code goes out in the same email as the link, and opening the link shows PIN Required — "Enter the 6-digit PIN from your email to view this contract."
Five wrong attempts produce Contract Locked, and it stays locked for an hour. The lock screen offers to send a fresh PIN, which clears the lockout straight away.
Two things follow from this. A contract forwarded to a partner, a parent or a lawyer will ask them for a code they don't have. And re-sending the contract issues a new PIN, so the old email's code stops working.
Sharing the link yourself
Each row in the contracts table has icon buttons for View Public Version and Copy Signing Link, so you can send it through whatever channel you prefer. The PIN still applies.
What the client does
They read the contract — your branding, the terms, the payment schedule as a table of milestones, amounts and status — then draw their signature and submit it.
Behind that, the signature is recorded with the signer's name, the time, their IP address and their device details. That audit trail is the point of signing here rather than by email attachment.
Once signed they can Download Signed Copy.
Tracking it
The contracts table carries a column for each thing you'd want to know: Contract Agreement, Client, Latest Status, Signatures, Expires and Next Action.
Next Action is the one to work from — it tells you what the contract is waiting for rather than making you infer it from a status.
The public page shows its own badges: SIGNED, AWAITING SIGNATURE, DRAFT or PENDING.
Giving a client more time
Extend Expiration on the contract row opens a date picker with quick options of +7 days, +14 days and +30 days. The dialog tells you how many times it has already been extended, which is useful context before granting a fourth.
Voiding
Void Contract is available for unsigned contracts. It's permanent, and voided contracts are hidden from the table by default.
After signing
A signed contract is read-only. To change anything, create an amendment — the original stays exactly as it was signed.
Tip: Mention the PIN in the same message that tells the client the contract is coming. It costs one sentence and prevents the "the link won't let me in" email, which always arrives out of hours.
Keep reading
Still stuck? A person reads every email.
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