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Help CenterClient Portal · Contracts

Review and sign a contract

Review your documents, complete your signature and download the completed contract.

Updated Oct 13, 2026 6 steps 5 questions answeredOpen this page in the platform
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Overview

Your personal contract link opens the documents sent to you for review and electronic signing. Check the sender and recipient details, review all documents, complete your assigned fields and confirm your decision. Keep this link private.

How to use this page

  1. Open your invitation

    Open Review and sign from your invitation email. Check the contract title, sender and For name and email. Read the sender's message. If the recipient details are wrong, contact the sender before continuing.

  2. Review every document

    Use Review documents to select each PDF and Previous page or Next page to read it. Download document saves the selected PDF. If the preview cannot display, use the download to review the document.

  3. Complete your signature and fields

    Enter your Full legal name and choose Type signature or Draw signature. For a drawing, use Clear drawing to start again. Complete your text, initials and checkbox fields below. An asterisk marks required fields. Assigned name, email, signature and UTC signing-date fields fill automatically.

  4. Confirm electronic signing

    Read the electronic-signing statement and select its checkbox if you agree. Select Agree and sign, then confirm in the dialog. Wait for Your signature is recorded or the completed state. If other signers remain, you receive the completed copy after everyone signs.

  5. Decline when needed

    Expand Decline to sign, enter a Reason, select Decline contract and confirm. Declining ends signing for all recipients. Contact the sender to discuss changes or another way to sign.

  6. Save the completed PDF

    Open the completed-contract link when it arrives. Once all signatures are complete, select Download completed PDF and retain the documents and their signing record.

What the buttons do

Review documents / Previous page / Next page
Selects a document and moves through its pages.
Download document
Downloads the selected source PDF for review.
Full legal name / Type signature / Draw signature / Clear drawing
Sets your signing name and typed or drawn signature. Clear drawing erases the current drawing before submission.
Required fields and electronic-signing checkbox
Complete starred fields and accept the displayed statement before signing. Text and initials use the labeled inputs; required checkboxes must be checked.
Agree and sign
Asks for confirmation, then records your signature, field values and consent against the reviewed documents.
Decline to sign / Decline contract
Opens the reason field and ends this contract's signing process after confirmation.
Download completed PDF
Appears when everyone has signed and downloads the completed documents with their signing record.

Common questions

The link may be invalid, the contract may have expired, been voided or declined, or an earlier signer may still need to finish. Read the displayed reason and contact the sender if you need a new invitation.
Only a signer whose turn is ready can sign. If your signature is already recorded, wait for the remaining signers. Copy recipients receive the completed contract without signing it.
Keep it private. The invitation verifies access to your personal link, not a government identity document. Ask the sender to prepare a separate invitation if someone else should sign.
The signing record includes your name, email, submitted fields, consent, signing time, browser and IP address. The completed PDF includes the documents and signing record. Date fields use the UTC signing date.
Read the message and complete any missing field. Shorten a value if it does not fit. If your changes or signature result are uncertain, reopen the personal link to check the saved status before trying again. Contact the sender for unsupported characters, unavailable documents or a different signing method.
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