Collecting Signatures with Connie
Connie provides three ways to collect signatures and store signed documents on the platform. For a detailed overview, read this article. If you’re short on time, here’s a quick summary:
Three Methods for Signature Collection
Collect multiple individual signatures for a document using Connie’s SignPages (e.g., extras agreements, consent forms,...).
Collect one or more signatures for a specific agreement (e.g., co-production agreements or employment contracts). Here you know exactly who will sign the document.
Collect signatures externally and upload the signed document to Connie for secure digital storage (e.g., documents with handwritten signatures).
Issuing a Document or SignPage on Connie
Want to create a document or contract on Connie and have it securely signed on Connie? Follow this step-by-step guide. Note that this is a basic overview and does not cover advanced details for SignPages or individual documents. For in-depth instructions, refer to the guides for issuing a document and issuing a SignPage.
Step-by-Step Process
1. Enter the project
Create a new project or select an existing one where you’d like to create the document or contract.
2. Choose: Document or SignPage?
Decide what you need:
A specific document or contract to send to one or more people for signature.
A SignPage to collect multiple individual signatures for a document or contract.
Select the appropriate option by clicking the relevant button in the top-right corner.
3. Use a Template or Start from Scratch
As a first-time user, you likely haven’t created a template yet. No problem — simply select Start from scratch and begin with a blank page.
4. Title Your Document or SignPage
Provide both an internal and public title for easy reference.
5. Start Writing
Start writing and use SmartTags to add checkboxes, text fields, or other form elements. These tools save time and simplify the process. Explore also the layout features to create headings, multiple pages, tables, and more.
6. Preview Your Document or SignPage
Review how the document will appear when shared for signature. This step also highlights any form fields you need to complete before sending it out.
7. Fill Out Required Form Fields
Complete all active form fields in the document. Fields that require your input are marked in green.
8. Select the Issuing Company and Issuer
If you manage multiple companies in Connie, choose the correct one. Then, specify who should appear as the issuer.
9. Define Signer Information
Decide what your signers need to provide. For example, should they upload a selfie or phone number when signing? When issuing an individual document you also need to insert name and email of the signer.
10. Optional) Add Custom Questions
Create additional questions for signers that appear separately from the contract. This is useful for gathering extra information not included in the contract itself. The responses will be auto-deleted when the project expires, ensuring GDPR compliance.
11. Save or Preview Contract
For a SignPage, click Save.
For a document, click Preview Contract.
Note: When issuing a document, Connie will automatically send an email to signers requesting their signature. You can customize this email after clicking Preview Contract. Learn more about email customization.
Good to know
This guide is just the beginning of your journey. As a new user, there’s so much more to explore. You can create templates for your standard agreements to save time, or dive into the advanced options and tools tailored for SignPages or individual documents.
Take a moment to browse our Help Center — it’s packed with tips and resources to help you get the most out of Connie. If you ever have questions, don’t hesitate to reach out. Happy exploring!