Book a meeting

Managing Signature Process of a Counterparty Initiated Contract

Estimated reading: 2 minutes 199 views

This guide covers managing the signature process for a counterparty initiated contract in Zoho Contracts, including marking it as Signature In-progress or Signed, adding signers at different stages, and re-uploading signed documents.

Marking a contract as Signature In-progress

  1. Go to Contracts and open the contract in Negotiated state.
  2. Click Mark As at the top, then select Mark As Signature In-progress.

The status changes to Sign Pending.

Marking a contract as Signed

  1. Open the contract in Sign Pending state.
  2. Click Mark As Signed.
  3. Review and update the Contract Effective Date and Contract End Date.
  4. Upload the signed contract and digital signature certificate received from the counterparty, both as PDF, up to 100MB each.

Optionally, check Add Signer Details to select signers from Organization Representatives and Counterparty Representatives, add external representatives with a name and email under Other Representatives, and check Set Signing Order if a specific sequence is needed. Once everything is updated, click Mark As Signed.

Adding signers for different phases

You can add signer details for Renewed, Amended or Extended contracts.

  1. Open the contract and select the Signature tab in the details panel.
  2. Choose the contract stage where signers need to be added.
  3. Select signers from Organization Representatives or Counterparty Representatives.
  1. To include external signers, click Add under Other Representatives and provide their name and email.
  2. Check Set Signing Order if required, then click Save.

Re-uploading signed documents

If corrections or updated files are needed, open the contract in Signed state, click Re-upload Signed Document, upload the signed contract and digital signature certificate as PDF files up to 100MB each, and click Upload.

Frequently asked questions

What file format is required for signed documents and certificates?

Both the signed contract and the digital signature certificate must be uploaded as PDF files, up to 100MB each.

Can I add signers to a contract that has already been renewed or amended?

Yes, open the Signature tab in the contract details panel, choose the relevant stage, such as Renewed, Amended or Extended, and add signers there.

What happens when I mark a contract as Signature In-progress?

Its status changes from Negotiated to Sign Pending, ready for the signed documents to be uploaded once available.

Need help?

Need help managing the signature process in Zoho Contracts? Contact support@thoughtlogik.com or see our Zoho implementation services.

Managing Signature Process of a Counterparty Initiated Contract - PreviousManaging Counterparty Initiated ContractsNext - Managing Signature Process of a Counterparty Initiated ContractAdding and Managing Obligations in a Counterparty Initiated Contract

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel