Sign an agreement

Open the agreement the company sent you, read it, choose a typed or drawn signature, confirm the checks and finish signing, or decline it with a reason.

In the portal's sidebar, open Agreements, then select Review and sign on the agreement (Open signing task for an agreement the company uploaded as a PDF). The page address ends in /agreements/sign. The "Review and sign" button in the company's email opens the same signing steps in your browser, at an address that starts with /agreements/sign; you do not need to sign in to the portal first unless the company requires it. See Answer a request to sign an agreement.

Before you start

• The step bar at the top shows Begin until the document opens, then Review and Finish. For an agreement the company uploaded as a PDF, the steps after that are Signature, Fields and Finish.
• Have the email address the agreement was sent to. The page may ask for it, or for a code it emails you, before the document opens.

Steps

1. If asked, type Your email, the address the agreement was sent to, then select Let's begin. If the page then asks for a Verification code, type the code it emailed you and select Verify code. Select Send another code if it did not arrive.
2. Under Review the agreement, read the document. Select Next in the step bar at the top when you are done.
3. Under Choose your signature, pick Typed signature (your name is filled in; correct it if needed), or Draw signature and draw with your mouse or finger. Approving or acknowledging an agreement needs no signature, so this part is skipped.
4. Under Before you finish, select 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. Add Initials if you like.
6. Select Finish signing. Depending on what the company asked for, the button may read Finish approval, Finish acceptance or Finish acknowledgement.

For an uploaded PDF, the Signature step asks you to save a signature first with Save and continue, then Fields guides you through each highlighted field with Next. Select Continue to finish when only optional fields are left.

What you see

• Signature recorded: your part is done. Other signers may still need to sign.
• Agreement complete: everyone has signed. Select Download signed agreement or Open PDF, or download it later from See your agreements and download a copy.
• If a deposit is tied to the agreement, the agreement page shows Deposit required with a Pay required deposit button.

If something looks different

• Finish signing stays greyed out: a check under Before you finish is not confirmed, or no signature is set. The note under the button says what is missing.
• You do not want to sign: open Other options, select Decline agreement, type a Reason and confirm. The company sees your reason. This cannot be undone from the portal. Other options is missing when the company does not allow declining online; contact them instead.
• The page says the session expired or was revoked: the link is no longer valid. Ask the company for a new one.
• Portal session required.: the company requires you to be signed in to the portal for this agreement. Sign in first, then open the link again.
• Verification code required.: select Send another code to have a code emailed to you, then type it under Verification code and select Verify code. Use the most recent code if you asked for more than one.