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.
Read before continuing
The recipient sees sender and agreement information, the disclosure and the Terms link before the document. They choose whether to agree to electronic signing.
Complete and submit deliberately
After agreeing, the recipient reviews the PDF and completes their assigned fields. Finish signing submits their signature. A decline closes the request instead of collecting a signature.
Retain the completed record
The service records signing events and produces artifacts after every required signer and finalization have finished. Retain the signed PDF and Completion record. These records support review of the process without guaranteeing the suitability of every document.
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.