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Issue Contracts for Signature from an Application

Learn how to upload, prepare, and send vendor contracts for e-signature through an application on Eventeny, including adding signature fields, tracking status, and editing sent contracts.

Add a new contract

Navigate to the application that you wish to issue a contract to.
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​Scroll down to the Contracts section, and click on + Upload New.
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Contracts page showing a 'Upload new' button at the top right corner.

Upload your contract by selecting "upload file" on the modal the pops up and using the file explorer to select your file. You may only upload PDF files at this time, and they must be under 20MBs in size.
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Add New Contract page with a file upload section highlighted and a 'Select file' option for PDF files under 20MB in size.

Name your contract. Make sure to use a unique, and easy to identify name, even if you are sending multiple contracts, such as "Vendor Contract - {Vendor Name}".
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Add New Contract page with an input field highlighted to enter the file name.

Click ✓ Add to add your contract.
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​Verify that the contract shows in the contracts field. The status should show unlocked.
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Contracts page displaying an uploaded contract named 'Sales Contract – John Doe' with details of the owner, status, last updated date, and file size.

Prepare your contract for sending

Click on the name of the contract that you wish to prepare for sending.
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Contracts page with the 'Sales Contract – John Doe' contract name highlighted.

Click the Text Button on the left hand side of the navigation screen.
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Add Text options panel with the 'Text' option highlighted.

Use the field options provided in the Text Editor to add header and paragraph text where necessary.
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Add Text options panel without any highlighted text.
Sales Quote template with the option to 'Enter Header Text' and save changes in the options panel.
Sales Quote template with the 'Paragraph' option highlighted, showing 'Enter Paragraph Text here' on the document and options panel.

Use the field options provided in the Text Editor to add print and signature fields where necessary.
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The 'Add Text' sidebar from the Eventeny contract editor, with options to add headers and paragraphs. The 'Print' and 'Signature' options are also visible, allowing users to add input fields to the document.

A contract document on the Eventeny platform with a signature field at the bottom. The sidebar shows options for editing placeholder text and other settings. The 'Save' button is highlighted in the bottom left corner of the sidebar.

Send your contract

Navigate to the information tab of your contract.
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The contract editor showing a 'Print' input field in the Eventeny platform. The placeholder text 'Print name here' is highlighted, and the same placeholder appears in the document preview for the signature section.

Type the email of the person you wish to send the contract to in the email field, under "Export and Send". Note: They must have an existing account on Eventeny to receive the contract.
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The 'Export and send' section of the Eventeny contract editor. An email address (<a href="mailto:john.doe@eventeny.com" target="_blank" rel="nofollow noopener noreferrer">john.doe@eventeny.com</a>) is entered, and the 'Send Contract' button is highlighted. The contract status is marked as 'Unlocked,' allowing for changes.

Click "➤ Send Contract".
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The 'Export and send' section, similar to the previous image, but with the 'Send Contract' button highlighted. The contract status is 'Unlocked,' indicating that changes can still be made before sending.

Verify that the contract shows "Status: Sent🔒".
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The 'Export and send' section of the Eventeny contract editor, now showing that the contract status is 'Sent.' The 'Send Contract' button is grayed out, and the contract is locked, indicating that no further changes can be made.

Wait for the contract to be signed. The signer will get an email letting them know that a contract has been sent to them for review. They will then sign in to their account and be able to sign the contract.

Make changes to a sent contract

Navigate back to the contract editor menu by using the steps listed above under "Prepare your contract".
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Click "🔓 Unlock" to unlock your document. This will invalidate any previously sent signature requests.
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​Make any edits necessary using the steps listed above.
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​Resend the document for signature. The signer will get a new email asking them to sign the newly prepared document.

Frequently Asked Questions

Is there a character limit on contracts? Nope! There is no character limit to creating or copying contracts. You can make them as long as you need.

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