Upload Signed Documents

This article explains how to upload a partially or fully executed signature packet to a workflow.

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 workflow. 

If a signature packet is already out for signature, Ironclad will prompt you to cancel it before saving or uploading the signed packet. Confirming and saving the packet cancels the pending signature requests.

If the workflow is still at Review, use Upload to add documents or upload new versions while the contract is being reviewed or negotiated. To upload a fully executed signature packet and send it directly to Archive, first complete any required approvals and advance the workflow to Sign.

Choose the Correct Workflow Step

The upload action behaves differently depending on the workflow step:

• Review: Use Upload to add documents or upload a new version while the contract is being reviewed or negotiated. A document uploaded at Review is treated as a document or document version in the workflow.

• Sign: Use Upload in the Signature packet section to add a partially or fully executed signature packet.

Upload a Signed Document

To upload a signed document:

1. Click the workflow you want to upload a signature packet to.
2. In the Documents section, click Upload.
   • Note: If the Upload control is disabled, contact your admin for permission or to upload the signed packet on your behalf.
3. Click Add files to upload your signed documents. 
4. Click Next: Select signers.

5. 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.

• To manually push the signature packet to the Archive: Click Confirm and proceed to Archive Step.
• 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.

If only some of the signers have signed:

• Selecting Confirm and tag packet, or upload the final signed document by selecting Confirm and save partially-signed packet.

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.

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.