With the help of eSignature, your customers can sign their contracts digitally online. However, if a customer needs to sign the contract manually (physically), this cannot be done through the member portal. In such cases, you can manually record and upload the signed document into the system.
Mark the contract as signed
Once the customer signs the contract manually, follow these steps:
Go to Customers > open the customer profile > Contracts page. Alternatively, you can go to Billing > Contracts page > use filters to find the necessary contract.
Open the necessary contract.
In the "Signatories" section, press the menu (...) next to the signatory's name > select "Mark as signed".
Press
Upload signed PDFto upload the final document.
When the contract is marked as signed by all signatories, the system automatically creates the customer's subscription on the selected start date and notifies the customer. The contract status will be changed to "Signed".
If any signatory declines the contract, press the menu (...) > select "Mark as declined". The contract status will be changed to "Declined" and the customer's subscription won't be created accordingly.