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 do it
1. Go to Projects
You’ll find Projects in the menu on the left-hand side.
2. Create or select a project
Start a new project or choose an existing one.
3. Create a new document
Click the Document button in the top right corner.
4. Choose your option
You can choose between using a template or starting from scratch.
Choose template:
If you have a standard template already created on Connie, select Choose template and pick the correct template from your library. You can adjust it further if needed before continuing.
💡 Pro tip: Connie always creates a duplicate of the template, so you can edit the contract without affecting the original.
Start from scratch:
If this is a unique document or no suitable template exists on Connie, select Start from scratch. When starting fresh, remember to use SmartTags and layout options.
SmartTags let you handle dynamic content like “Signer Name” or “Signer Phone” and can be used to create checkboxes, text fields, image upload fields, number fields (e.g., salaries or social security numbers), and more.
Adjust the layout using different headline and text styles, and add elements like page breaks, internal notes, single- or multi-select options, and tables.
5. Fill in the form fields
Fill in all fields marked in green, which indicate where your input is required.
6. Define the signing workflow
Add signers and assign each a title to define their role. Decide the signing order and whether the issuer should sign at the end.
7. (Optional) Create custom questions
Custom questions allow you to collect additional information from the signer. These appear during signing and are automatically deleted once the project expires, keeping data GDPR-compliant.
8. Click Preview Contract
Check that everything looks correct.
9. Review the email preview
Connie automatically generates a standard email template to notify signers. You can edit the text and tone to your liking.
💡 Pro tip: If you always use the same email text, save it in Settings → Email Templates.
11. Click Issue Contract
The contract is sent to the signer(s). Once they complete it, you can sign it yourself if required.
💡 Did you know: Connie automatically sends up to five reminders to the signer, so you don’t have to follow up manually. If you would like to be notified each time a reminder is sent, you can enable this in your Settings
What happens after everyone has signed
As soon as all signers have signed the document, everyone involved, including you as the issuer, will receive 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 from tampering, forgery, or backdating, so you can trust that the signed version is secure and reliable.