You are signed in and on the Dashboard (Recents or Library view).
You have opened the Contract Versions dialog for the contract you wish to sign off.
Contract version is in a signable state.
Steps
1. Navigate to Recents or Library: In the left sidebar under Work Station, click Recents (clock icon) or Library (folder icon). The list of contracts appears.
2. Open the Contract Versions dialog: Click the contract name to display its versions. The Contract Versions dialog appears.
3. Click the Request Sign Off icon: Locate the version you want to sign off. Click the pen icon next to that version.
4. In the Request E-Signature dialog: Fill in each signer’s details: Name, Email, and Party. To add more signers, click Add Signer.
5. Send the request: Click Request Sign Off. On success, a confirmation toast displays: “E-signature request sent successfully!”
Tips
Ensure all required fields are completed and emails are valid before submitting.
To cancel at any time, click Cancel in the dialog.