This is the classic way to create a contract or document for signature. You create one single document and enter the signer’s email address to define exactly who should sign. If multiple people need to sign, you can set the signing order so that once the first signer has completed their signature, the next signer automatically receives a notification, and the process continues until all signatures are collected.
How to collect signature(s) for an individual contract
Step-by-step guide
1. Click Projects in the left-hand menu.
Here you find all your existing Projects or can create a new one.
2. Open an existing Project or create a new one.
If you need to create a new Project, you'll find a guide here.
3. Click New Document.
You'll find this button in the top right corner when you are inside a Project.
4. Choose how you want to create the document.
4.1. Use a template
Click Choose template and select the relevant template from your library. You can adjust it before continuing. Connie always creates a duplicate of the template, so any edits do not affect the original.
4.2. Start from scratch
Click Start from scratch to build the document from the ground up. Use SmartTags to handle dynamic content like signer name, phone number, checkboxes, text fields, image uploads, number fields, and more. Adjust the layout using headline and text styles, and add elements like page breaks, internal notes, single- or multi-select options, and tables.
5. Finish the editing process.
Toggle the switch at the top of the editor. You will see the SmartTags transform into form fields and text pieces.
6. Fill in all fields marked in green.
These indicate where your input is required.
7. Add your signers.
Add each signer and assign them a title to define their role. Set the signing order and decide whether you as the issuer should sign at the end.
8. (Optional) Add additional recipients.
Additional recipients receive a copy of the signed document without being signers themselves. See Add an additional recipient for more details.
9. (Optional) Add custom questions.
Custom questions collect additional information from the signer during the signing process. They are deleted automatically once the Project expires, keeping the process GDPR-compliant.
10. Click Preview Contract and check that everything looks correct.
You will see the final document as the signer will see it, so make sure everything is to your liking.
11. Review the email that will be sent to your signers.
You can edit the text and tone before sending. If you use the same email text regularly, save it under Settings – then Email Templates. Find more about setting up email templates here.
12. Click Issue Contract.
The document is sent to the signer or signers.
What happens after everyone has signed
Once all signers have signed, everyone involved – including you as the issuer – receives a signed copy. All documents signed with Connie are timestamped through a qualified trust service provider approved by the European Union. This protects the document against tampering, forgery, and backdating.