Upload Signed Documents

This article will walk you through how to upload signed documents to Ironclad.

If a counterparty prefers to send the signature packet through their own signature provider, or you receive an alternatively signed copy via email, you can upload the partially or fully-executed PDF into your Ironclad workflow. If the signature packet was already sent out to signers, it will automatically cancel the pending eSignature requests.

Upload a Signed Document

1. In the Signature packet section located in the top right, click Upload.

2. Select your signed document and click Next: Select signers.

3. Select the signers whose signatures are included in the document.

   NOTE
   If a party that is not listed as a signer signs the agreement, best practice is to edit the signer prior to uploading the signed packet. After you upload the signed packet, there is not an option to edit or input an alternate signer name in the Sign step.

   

4. If you uploaded a fully signed packet:

   1. To manually push the signature packet to the Archive, click Confirm and proceed to Archive Step.
   2. To review the signature packet at Sign before pushing it to the Archive, click the arrow next to Confirm and proceed to Archive Step, and select Confirm and proceed to save packet.

5. If only some of the signers have signed, you can collect the final signatures through your eSignature provider by selecting Confirm and tag packet, or you can upload the final signed document by selecting Confirm and save partially-signed packet.

6. If there is a signature packet out for signature, you will be prompted to cancel the signature packet by clicking Confirm and save packet. The signature requests are automatically cancelled.

7. If you are collecting the final signatures through your signature provider in Ironclad, add signatures tags as directed. Click Prepare Signature Packet and then Send Signature Packet.