This guide provides general operational information for Canadian organizations. It is not legal advice, and it does not determine whether a specific document or process is legally appropriate.
Explain before sending
Electronic signing should not replace the program conversation. Give participants context and a contact for questions about the document.
Keep the signing screen focused
Show the organization, agreement name, expiry, assigned fields, and the difference between document questions and technical signing help.
Offer an alternative
If a participant does not wish to sign electronically, provide a clear path back to the program team.
A practical next step
Test the workflow with a non-sensitive document and your own test recipient. Check the current Help centre for step-by-step instructions and screenshots before using it for a real agreement.