How do I sign documents as a Collaborator?

This is for Collaborators & Signers who need to sign documents.

To sign documents as a Collaborator/Signer:

  • Click "Pending" in the top right corner. You will know you have pending signatures by the red number notification and green banner across the top of your screen.

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  • Select the deal that has outstanding signatures.
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Outstanding signatures are highlighted by a red number on the right hand side of the page, alongside the name of the deal.

  • Your outstanding signatures will be organized under the "Sign" tab.

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See How do I set my signature? to learn more about setting your signature.

See How do I sign documents to learn more how to sign your documents.