We know contract creation can feel overwhelming. That’s why we’ve added a review step. It helps you slow down for a second, check the signing details, and make last-minute tweaks with clarity and confidence before you hit Send.
This article covers the following topics:
- What is the review page?
- How to send a contract for signature?
- How to change the signature type?
- How to change the signing order?
- How to make any adjustments to the parties' and signees' details?
- How to write a message to recipients?
- How to preview a contract?
- How to add tasks?
What is the review page?
The Review Page is the final step before sending a contract for signature. Its purpose is to give you a moment to pause, reduce distractions, and ensure you feel fully in control of the process.
On this page, you can edit parties and signees, set or adjust the signing order, write a custom message to recipients, and open a contract preview - with the option to return to editing if needed. You can also go back to editing at any time by clicking the back arrow in the top-left corner.
How to send a contract for signature?
After finalising the content and appearance of your contract, select the Review and Send button in the top-right corner to proceed with signing. The Review and Send button takes you to the Review Page, where you can adjust the final details of your contract before sending it for signature. All of the key details are presented in the form of a grid at the top of the page. If all of them are correct, simply click the Send and Sign button and proceed with the signing process.
How to change the signature type?
The default signature type is SMS Verification, and it is automatically applied to all signees. (If your draft was created from a template, the signature type will be inherited from that template.)
To change or add additional signature types for recipients, go to the last column of the grid and click the signature type badge next to a signee’s name. From there, select as many signature types as you’d like from the list.
If you want the same signature types to apply to all signees, keep the Apply selection to all signees toggle switched on. To assign different signature methods to individual signees, simply switch the toggle off and make your selections manually.
How to change the signing order?
The signing order specifies in what order signees sign a contract. You can choose from three types of signing orders:
- Everyone signs at the same time
- Sign in groups (available only with 3 or more signees)
- Sign in specific order
By default, the signing order is set to Sign in specific order. This means recipients receive the contract one at a time, and each must sign before the next signee in the sequence is notified.
To change the signing order, click the badge in the signing order column (or the plus icon if Everyone signs at the same time order has been selected). This will open a modal where you can choose another signing method and confirm your changes.
Please note: The Sign in groups option is available only for contracts with three or more signees. This method allows you to create as many signing groups as needed. Once applied, the first group of signees receives the contract. The next group only receives it once all members of the previous group have signed.
You can also set the signing order earlier, directly from the contract creation step in the sidebar.
How to make any adjustments to the parties' and signees' details?
If you notice a mistake or need to adjust previously added parties or signees, click the pencil icon next to the signee, party, or email information. This will open the Parties & Signees modal, where you can make the necessary changes.
How to write a message to recipients?
To add a message to recipients, which will be included in the email they receive, click the text box and type your message. This step is optional. The message field can also be left empty.
How to preview a contract?
If you’d like to take one final look at your contract, you can either return to the creation step by clicking the back arrow in the top-left corner or use the Preview option. To preview the contract, click the Preview button. A modal will open showing the contract as it will appear to recipients. If you notice any changes are needed, simply click Edit contract, and you’ll be taken back to the creation step.
How to add tasks?
Creating tasks is optional, but it’s a great way to stay on top of your key obligations, keep others informed, or request approval. You can quickly add a task by selecting one of the suggested options or by clicking the + Add task button. After choosing a task type, fill in the required details in the modal to create it successfully. For more details, read our full guide on tasks [here].