Obtaining a Signature Offline
Download Document
- Select the Contracts tab at the top of the page.
- Click to open the record that you want to proceed with.
- Click the
More actions menu, then choose Download Document. - Choose your preferred Download Format in the Download Document pop-up window, then click Download.
Upload Signed Document
- 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 signed.
- Click Upload Signed Document at the top.
- Upload the Signed Contract and the Digi Sign Certificate (Optional) that you have received from the counterparty, then choose the Contract Signed Date.
- 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 Upload once you have updated all the details.

Note:
- You can upload signed documents for the contracts that are in the following statuses:
- Negotiated
- Approved (If negotiation is skipped)
- Draft Completed (If there is no approval process and the negotiation is skipped)
- Once the contract is sent for signature through online methods, uploading a signed document is not allowed.
- Upon uploading the signed document, the contract automatically moves to the Active status when the effective date is the execution date, today’s date, or a past date.
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 the
More actions menu, then select Re-upload Signed Document. - Upload the Signed Contract and the Digi Sign Certificate (Optional) that you have received from the counterparty, then choose the Contract Signed Date.
- Click Upload once you have updated all the details.

Note: You can re-upload the signed document while the contract is in the Signed state, provided it has not yet moved to the Active status.