---
key: send-an-agreement-for-signing
title: Get an agreement ready and send it for signing
audience: staff
section: agreements
routes: ["/agreements/:agreementUid/:tab?"]
permissions: ["agreements.issue"]
features: ["agreements.core"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Open a draft agreement, add the people who sign, link the customer, clear what blocks it, then send it for signing now or at a time you pick.
keywords: [send contract, send for signature, e-sign, add signer, schedule send, draft agreement, get it signed, signing order]
related: [create-an-agreement, approve-an-agreement, track-agreement-signing, resend-revise-or-cancel-a-sent-agreement, place-signature-fields-on-a-pdf-agreement]
---

In the sidebar, open **Agreements**, then **All Agreements**, and press the agreement's title. The page address is `/agreements/` followed by the agreement; each tab adds its own name, such as `/participants`. A new draft opens here right after you create it (see [[create-an-agreement]]).

The page has the tabs **Overview**, **Document**, **Participants**, **Approvals**, **Checklists**, **Timeline**, **Audit & evidence** and **Related records**. Above them, four tiles count **Readiness issues**, **Outstanding required signers**, **Actionable approvals** and **Active legal holds**.

## Before you start

- Changing a draft needs permission to edit agreement drafts. Sending needs permission to issue agreements. Without them those buttons are missing.
- Only a draft can be changed. For an agreement already sent, see [[resend-revise-or-cancel-a-sent-agreement]].
- An agreement made from an uploaded PDF is prepared in the signing PDF editor instead: see [[place-signature-fields-on-a-pdf-agreement]].

## Steps

1. On **Overview**, read **Readiness and next steps**. Each yellow card names something that still blocks sending.
2. Open **Participants** and press **Add participant**. Choose the **Participant type** (**Internal user** for someone on your team, **CRM contact** for a customer's contact, or **External party**), a **Role** and a **Route order**.
3. For anyone who signs, turn on **This person signs**, then set **Required signer** and **Signing order**. Press **Add participant**. **Signing path** at the top of the tab shows the order people sign in.
4. On **Overview**, under **Related records**, press **Link record** to tie the agreement to the customer, work order or project, if it is not linked yet.
5. To change the title, dates, signing mode or the details filled into the document, press **Edit agreement details**, make the change and press **Save draft**. Check the result on the **Document** tab.
6. When nothing blocks it, press **Send for signing**. The **Send for signing?** window opens and lists any **Outstanding readiness items**.
7. Under **Delivery timing**, keep **Send immediately**, or choose **Schedule delivery** and pick the date and time in **Send on**.
8. Under **Message and senders**, choose **Email delivery**, **Text delivery** or both, and pick who it comes from in **Email from** and **Text from**. Add a **Custom message** if you like, and turn on **Email me when viewed** to hear when a signer opens it.
9. Press **Send for signing** (it reads **Send and schedule delivery** when you picked a time). Nova sends it and opens the **Document** tab.

When email delivery is selected, **Custom message** supports bold, italic, underline, lists and links. On a phone, press **Formatting** to show the tools. If you also send a text, it uses the message’s plain-text counterpart. Nova keeps the signing instructions and secure signing link.

## What you see

- The first status chip at the top no longer reads draft. A scheduled agreement shows **Signer delivery is scheduled** with the send time; signers get nothing until then.
- **Execution workspace** appears at the top. It opens this agreement's signing progress: see [[track-agreement-signing]].
- If the agreement has approvers, **Request approval** comes first and **Send for signing** stays greyed out until they approve. See [[approve-an-agreement]].

## If something looks different

- **Send for signing** is greyed out: something on **Readiness and next steps** is still open, or approval is still needed.
- **Participants** shows **No participants configured**: add at least one signer before sending.
- You no longer need the draft: use **Cancel draft** (it stays on file, marked canceled) or **Delete permanently** in the bar at the bottom right of the page.

[[route:/agreements|Open All Agreements]]