Managing Signature Process of a Counterparty Initiated Contract
Mark As Signature In-progress
- Select the Contracts tab at the top of the page.
- Click to open the contract in the Negotiated state that you want to mark as signature in-progress.
- Click Mark As at the top, then select Mark As Signature In-progress. The contract status will be moved to the Sign Pending state.
Mark As Signed
- Select the Contracts tab at the top of the page.
- Click to open the contract in the Sign Pending state that you want to mark as signed.
- Click Mark As Signed at the top.
- Verify and update the Contract Effective Date and Contract End Date, then upload the Signed Contract and the Digi Sign Certificate that you have received from the counterparty.
- Check the Add Signer Details checkbox to add the signer details.
- Choose the signers from the respective dropdown list under Organization Representatives and Counterparty Representatives to add signers from your organization and the counterparty.
- Click Add to add the Other Representatives, then enter the names and email addresses under Other Representatives to add any other signing representatives outside your organization or the counterparty.
- Check the Set Signing Order checkbox if you want to set a signing order.
- Click Mark As Signed once you have updated all the details.

Note:
- You can upload the Signed Contract document and Digi Sign Certificate in .pdf format.
- The maximum file size allowed for each document is 100 MB.
Add Signers of Different Phases
- Select the Contracts tab at the top of the page.
- Click to open the Renewed, Amended, or Extended contract that you want to add the signers' details.
- Select the Signature tab in the contract details panel on the left, then choose the specific contract stage you want to add signers to.

- Click Add, then choose the signers from the respective dropdown list under Organization Representatives and Counterparty Representatives to add signers from your organization and the counterparty.
- Click Add to add the Other Representatives, then enter the names and email addresses under Other Representatives to add any other signing representatives outside your organization or the counterparty.
- Check the Set Signing Order checkbox if you want to set a signing order.
- Click Save.
Re-upload Signed Document
- Select the Contracts tab at the top of the page.
- Click to open the contract in the Signed state that you want to re-upload the signed document.
- Click Re-upload Signed Document at the top, then upload the Signed Contract and the Digi Sign Certificate that you have received from the counterparty.
- Click Upload.
Note:
- You can upload the Signed Contract document and Digi Sign Certificate in .pdf format.
- The maximum file size allowed for each document is 100 MB.