How to sign and send a PDF file with Contractbook

How to sign and send a PDF file with Contractbook?

If you want to use Contractbook to sign preexisting documents, here is the way of doing that. To initiate the process, go to Documents or Templates tab in the main menu and click on the blue button called Create new at the upper left-hand corner. Then choose the option to Sign a PDF with Contractbook which you can find at the bottom of the drop-down list.

A new draft will automatically be generated and opened. In order to start editing it, remember to activate the Create mode of the draft or turn the Full-text editing toggle on:

How to create a data-rich contract from an attachment?

The data-rich format of Contactbook drafts allows you to customize the contents entirely and eventually sign and send a contract with any of your pre-existing files as an attachment.

Being in an editing mode, you can start by changing the generic name of the draft to the one which will best fit your contract. You can also upload a new or use your team logo.

Chose who will sign the contract‍

Add your and the recipients' contact information

You can add your own and the contact information of any additional recipients (if you will be signing the contract with others) in the Parties section. You can choose between a Company profile and a Private person in regards to the representatives who will be signing the contract. Remember to update your Contractbook contact list in order to auto-generate the details in this section with a single click.

Attach the file you want to sign

Now to the most significant step. You can attach the file you want to be signed by clicking on the blue button Choose a file that can be found immediately after the Parties section.

The maximum file size is 23 MB and the file types we support are: .pdf, .jpg, .png, .doc, and .docx.

After the first file has been attached, you can add additional attachments by clicking on the available under it button called Upload a document:

And you can remove an attached file if needed, by clicking on Remove in its upper right-hand corner:

Initiate the signature process

The last steps are to fill in the signatures field, customize the email message to the recipient and send for signatures. By pressing on Sign and send or Send for signatures (depending on who will be signing the contract) you will turn the draft into a contract and the signature process will be initiated. 

You will now be able to monitor the status of your contract and save it as a new draft or a template that will allow you to use and sign it as a new contract an unlimited amount of times in the future. 

If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.