Sending a Contract for Signature in SpotDraft Native E-Sign

How to Send a Contract for Signature via SpotDraft Native E-Sign

SpotDraft's e-signature feature makes it easy to send contracts for digital signatures, streamlining your workflow and enhancing security. This guide will walk you through the process of sending a contract for signature within SpotDraft.

Step 1: Upload the Contract

Note: While .doc, .docx, and .pdf formats are supported for initial contract upload, certain features have specific format requirements. See the notes in Step 2 for stamp uploads and executed contract version uploads.

Step 2: Add Additional Data

• Counterparty: Choose the counterparty from the provided list. You can also add a new counterparty by typing their name and email address in the provided field.

  Note: To add new counterparties, you must have the “Manage Counterparties” permission enabled for your team. If you can only select from the existing dropdown list and cannot add new counterparties, contact your Admin team to request this permission. Permissions are applied at the team level, so your Admin will need to enable this for your entire team.