Issuing a contract is one of three ways to add documents and contracts in Connie:
Issue Contract → send a single document for signature.
Upload Document → store a contract that has already been signed.
Create SignPage → publish a contract, form, or consent and collect many signatures using Connie’s unique URL and QR code.
Here's 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. Click Issue New Contract
You’ll find this button in the top right corner.
4. Choose your option
Choose Issue Contract to start preparing a contract for a single person (e.g. an employement contract).
5. Choose a template
You can either select one of Connie’s ready-made templates or one of your own.
💡 Pro tip: Connie always makes a duplicate of the Template, so you can edit the contract to your liking without messing with the original Template.
6. Fill in the Form Fields
Fill in the green Form Fields in the template.
7. Define the signing workflow
Decide who’s involved in signing:
Issuer → the person sending the contract.
Primary signer → the recipient of the contract.
Company signer → the person on your team authorised to sign on behalf of your company (usually the CEO or another authorised representative).
8. Click Preview Contract
Check that everything looks right.
9. Review the email preview
You can send it using Connie’s standard email template or edit it to your likingand tone of voice.
💡 Pro tip: If you always use the same email text, you can save it in Settings under Email Templates.
10. Click Issue Contract
The contract is now sent. Once your signer has completed it, you can sign it yourself. 🎉