Nova Help

Sign an agreement as a team member

When an agreement needs your own signature, such as a counter-signature for your company, open your signer view, read the agreement, then sign it or decline it.

Updated in release 0.0.1

In the sidebar, open Agreements, then Signing, and press the agreement's title. The page address is /agreements/signing/ followed by the agreement. There, a signer from your own team has Open signer view under Signer sessions. It opens their signing page, whose address is /agreements/signing/session/ followed by the signer's session. Nova also sends you a notification when an agreement is ready for your signature. Track agreement signing explains the rest of the execution view.

Use this when your company signs too: a counter-signature, a manager's signature or a witness.

Before you start

  • You must be signed in as the team member named on the agreement. Nothing else is asked; there is no code.
  • When people sign in a set order, your turn comes once the people before you have signed.

Steps

  1. In the agreement's execution view, find your name under Signer sessions and press Open signer view. The Signer Review page opens.
  2. Under Review the agreement, read the document, then press Next.
  3. Under Choose your signature, pick Typed signature and type your full name, or Draw signature and draw it.
  4. Under Before you finish, press Tap to confirm on each check: I consent to electronic signing or acknowledgement., I reviewed this agreement. and I am the intended signer or approver.
  5. Press Finish signing. Depending on what the agreement asks of you, the button reads Finish approval, Finish acceptance or Finish acknowledgement instead.

For an agreement made from an uploaded PDF, the steps are Signature, Fields and Finish. Save your signature with Save and continue, press Next to move through each highlighted field, then press Continue to finish.

What you see

  • Signature recorded means your part is done; others may still have to sign. Agreement complete means everyone has signed and the finished PDF is ready to download.
  • Back in the execution view, Execution progress shows your signature.

If something looks different

  • Open signer view is missing for a signer: that person signs from a link, not from inside Nova. See Send a signing link yourself.
  • Internal sign-in required.: you are signed in as someone other than the named signer. Sign in as that person and open it again.
  • Finish signing stays greyed out: a check is not confirmed or no signature is set. The note under the button says which.
  • You should not sign it: open Other options, press Decline agreement, type a Reason and press Decline agreement again. The sender sees your reason.
  • This signer session was revoked. or This signer session expired.: the link no longer works. Ask the person who sent the agreement to send it again.

Open Signing

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