Whether you’re new to contract management software, are in need of a refresher or are thinking of ditching PDFs, you’ve come to the right place. Here, we’ll take a look at just how to sign a contract in Oneflow. After all, there’s no time like the present.
In this step-by-step guide, we’ll cover:
- Open the email from the contract owner
- Read through and fill in the required fields
- Suggest edits and leave comments
- Sign when happy
- Wait for the confirmation email
1. Open the email from the contract owner
When a contract has been created and is ready to be signed, the person who’s created it will send the contract to be signed. This triggers an email, which lands in your inbox almost instantly.
The email will tell you who’s sent the contract. The sender can also choose to add a message. All you need to do is click the yellow button that says ‘Open’.
Read also: Why Oneflow is a contract automation platform for everyone
2. Read through and fill in the required fields
The first thing to do is read the contract. It might sound like a given, but it never hurts to have that final check. If you spot a mistake, don’t worry. A big part of how to sign a contract in Oneflow comes from the fact that Oneflow contracts are HTML.
These can vary depending on what kind of contract is being signed and between which parties, but in the case of B2B, it will normally be the names of the stakeholders, and the company’s name, address and trading number.
The good news is, if you miss a required field, Oneflow will spot it. The great part of how to sign a contract in Oneflow is that the platform stops you from accidentally signing a contract with errors, unlike PDF or paper contracts.
If something quantifiable is involved, make sure to select the right amount in the contract if it hasn’t already been pre-set.
3. Suggest edits and leave comments
This means that, should you spot an error, you can simply leave a comment. The sender will be notified right away, and can make any edits necessary before you sign, all without creating an endless email chain. If they aren’t big changes, you can even save them yourself.
You can leave comments and suggest edits as many times as you need to. With Oneflow, there’s no limit. The best part is, the sender can make the edits instantly, all in one contract. This is the backbone of how to sign a contract in Oneflow: flexibility and agility.
Read also: A better contract archive with folders inside of Oneflow
4. Sign when happy
When you’ve dotted all the I’s and crossed all the T’s, then comes the real contract magic: the signing part. Far from being constrained to simply typing your name on a dotted line, Oneflow lets you sign your contracts in the way that best suits you.
Whether that’s clicking a button reading ‘Sign now’, signing with an ID app, like BankID, or using a handwritten signature, Oneflow has you covered.
But that’s not all. You can even set up a chronological signing order. This means that, if you have multiple people who need to sign, you can choose in which order they sign it. So, for example, the last person on that list can’t sign the contract before everyone else has.
How to sign a contract in Oneflow? Simply, thanks to these features.
5. Wait for the confirmation email
As soon as you’ve signed the contract, both you and the person who sent it out will get an email. You’ll also both be able to download the contract to keep. But we recommend using an online archive solution.
You can securely store all your contracts in one place, access them anytime in just a few clicks, and even analyze them for real time insights. Oneflow also comes with auto-reminders. So, when your contracts are up for renewal, you’ll get a reminder.
