Send a Document for Signature

Use this guide for contracts, proposals, retainers, and agreements.

The safest signing flow is to prepare the document, add the recipients, place signature fields, preview the public experience, and then send. Do not send the document until the recipient names, email addresses, attachments, and signature blocks match the final agreement.

Before You Start

• Confirm the customer or account record is correct.
• Gather every signer name and email address.
• Prepare attachments such as statements of work, price sheets, or supporting files.
• Decide whether you need a reusable template before creating a one-off document.
• Confirm the workspace sender details and public domain are correct if the document will be shared externally.

Steps

1. Open Docs and create a document, or start from a document template.
2. Choose the related contact, account, deal, project, or other context when it helps your team find the document later.
3. Review the title, body content, pricing, dates, and legal terms.
4. Add recipients with their correct names and email addresses.
5. Add signature blocks for every signer who must complete the document.
6. Add attachments when supporting files should travel with the document.
7. Preview the public document and check the signing experience.
8. Send the document or share the signing link.
9. Monitor document and recipient status until every required signer finishes.

Place Signature Blocks

Signature blocks should appear close to the acceptance language they apply to. For multi-party documents, add a separate block for each signer so Agiled can track who has completed their part.

Use clear signer labels such as “Client signature” and “Company signature” when the document has more than one role. If the same person appears twice by mistake, remove the duplicate recipient before sending.

Preview Before Sending

Use preview to check:

• The document reads correctly without editor-only notes.
• Attachments are present and named clearly.
• Each signer has an obvious place to sign.
• The public page uses the correct workspace branding and domain.
• The email recipient list is final.

After Sending

Watch the document status and recipient status from the document detail page. If a recipient says they cannot open the link, confirm that the email address is correct and send a fresh link from Agiled rather than forwarding an old email thread.

When every signer completes the document, store the signed document with the related contact, account, deal, or project so the team can find it later.

If signing starts a project, invoice, onboarding step, or delivery handoff, make that follow-up visible as a task or workflow. Do not leave post-signature work only in someone's memory.

Mistakes to Avoid

• Sending before previewing the public page.
• Using a shared inbox as a signer when an individual signature is required.
• Adding attachments after the customer has already reviewed an earlier copy without telling them what changed.
• Reusing a one-off document when a template would keep future agreements consistent.

Signing Launch Checklist

Before sending:

• verify contact and account context
• verify each signer name and email
• place signature blocks for every signer
• preview the public page in a private browser
• confirm attachments are final
• create follow-up work for after completion

Related Docs

• Documents
• Recipients and Signing
• Document Templates