---
title: How do I send a contract for electronic signature?
description: Learn how to use Precisely's e-Signatures
---

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# How do I send a contract for electronic signature?

## Learn how to use Precisely's e-Signatures

<iframe width="200" height="113" src="https://www.youtube.com/embed/AC6iIoWQGAs?list=PL3fVIE2ikThIzEtaigSVS3UWJRVe4O1ud" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

All of Precisely’s plans include electronic signatures for an **unlimited** number of documents.

### Creating a Project

To send a document for signing, start by creating a project:

1. Click *Draft & Sign* in the top menu,
2. Create a project by clicking one of the two buttons:  
   a) ***Upload & Sign*** lets you upload a file to send for e-signing,  
   b) ***New from template*** lets you draft a project from one of your automated templates.

![Screenshot 2024-11-19 at 09.37.37](https://help.precisely.se/hs-fs/hubfs/Screenshot%202024-11-19%20at%2009.37.37.png?width=670&height=433&name=Screenshot%202024-11-19%20at%2009.37.37.png)

**Note:** Admin users can disable the *Upload & Sign* button in organization settings to prevent users from uploading documents without using a template. [Learn more here](https://help.precisely.se/en/articles/4002003-how-do-i-control-drafting-permissions-for-uploading-signing-documents?hsLang=en). 

### Add Signees

In the project’s overview:

1. Expand the *Signing* section under the project’s document and click *New signee*,
2. Enter the signee's name and email address. Choose to include the signee's organization or job title,
3. Click the blue *Add* button.

**Note:** Signees **do not need a Precisely account** to electronically sign documents. They only need an email address and a device with internet access (e.g., a computer, smartphone, or tablet).

![Screenshot 2024-08-07 at 11.37.49](https://help.precisely.se/hs-fs/hubfs/Screenshot%202024-08-07%20at%2011.37.49.png?width=670&height=279&name=Screenshot%202024-08-07%20at%2011.37.49.png)

### Decide Signing Orders

If signees need to sign the document in a specific order, you can enforce this by enabling the ***Require signing in order*** toggle. When this setting is turned on, signees will receive the document to sign only after the previous person in the sequence has signed.

To decide signing orders, simply:

1. Add all signees and activate the *Require signing in order* switch,
2. Decide the signing order by dragging and dropping the signees into place.

![Screenshot 2024-11-18 at 15.56.28](https://help.precisely.se/hs-fs/hubfs/Screenshot%202024-11-18%20at%2015.56.28.png?width=670&height=349&name=Screenshot%202024-11-18%20at%2015.56.28.png)

### Send Document for Signing To send a document for signing, simply:

1. Click the green **Send for signing** button to open the Send for signing page  
   ![Screenshot 2024-11-18 at 16.02.01](https://help.precisely.se/hs-fs/hubfs/Screenshot%202024-11-18%20at%2016.02.01.png?width=670&height=199&name=Screenshot%202024-11-18%20at%2016.02.01.png)  
   ![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-01-07%20at%2014-54-23-png.png?width=670&height=356&name=Screenshot%202026-01-07%20at%2014-54-23-png.png)
2. On the left-hand side of the page, check signee information and click **Continue**
3. Create a signing message to signees and click **Send for signing**

**![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-01-07%20at%2014-42-11-png.png?width=259&height=329&name=Screenshot%202026-01-07%20at%2014-42-11-png.png)![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-01-07%20at%2014-42-19-png.png?width=263&height=328&name=Screenshot%202026-01-07%20at%2014-42-19-png.png)**

 

**Important:** Ensure that you always check signee information to review the document version and signee details, as changes cannot be made without cancelling signing. 

**Tip:** Save and reuse signing messages for similar documents. Simply type your message, name it, and click *Save*. To use a saved message, select it from the drop-down menu. [Learn more](https://help.precisely.se/en/articles/1980745-how-do-i-save-signing-messages-to-reuse-them-later?hsLang=en). 

![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202026-01-07%20at%2014-56-35-png.png?width=377&height=335&name=Screenshot%202026-01-07%20at%2014-56-35-png.png)

How to Add Default Signees

If you have team members who are responsible for signing certain types of contracts — such as your CEO, your board of directors, or heads of departments — you can add them as default signees to a template. Default signees will automatically be included in the signee list of all contracts drafted from the template.

To add a default signee, simply

1. Click *Templates* in the top menu and select a template,
2. Click the *Add default signees* button in the *Default signees* section of the template’s overview,
3. Fill out the information and click the blue *Add* button.

![Screenshot 2024-11-19 at 11.10.54](https://help.precisely.se/hs-fs/hubfs/Screenshot%202024-11-19%20at%2011.10.54.png?width=670&height=192&name=Screenshot%202024-11-19%20at%2011.10.54.png)

**Note:** Users can still edit, remove, or add new signees to the drafted document. However, when the *Signee is required* checkbox is selected, **Member** users will be unable to delete the default signee from drafted projects:

![Screenshot 2024-11-19 at 11.11.32](https://help.precisely.se/hs-fs/hubfs/Screenshot%202024-11-19%20at%2011.11.32.png?width=670&height=312&name=Screenshot%202024-11-19%20at%2011.11.32.png)

### Where Can I See the Signed Contract?

All documents created and/or signed in Precisely are always automatically stored in your[digital *Archive*](https://help.precisely.se/en/articles/386266-precisely-s-contract-archive?hsLang=en). You can also view your signed document and download a PDF version directly from the project's page in *Draft & Sign*.

All involved parties (the contract creator and signees) will receive a confirmation email with a signed PDF copy of the contract once everyone has finished signing.

**Tip:** Need specific team members to receive copies of every contract signed in your organization? Admin users can add Signatory CC recipients in organization settings: 

![Screenshot 2022-04-01 at 13.33.25](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-04-01%20at%2013.33.25.png?width=670&name=Screenshot%202022-04-01%20at%2013.33.25.png)

### **Are Electronic Signatures Legally Binding?**

Electronic signatures from Precisely are legally binding in 99.99% of all cases. They are compliant with regulations within the European Union (see Regulation No 910/2014 – [eIDAS](https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=uriserv:OJ.L_.2014.257.01.0073.01.ENG)) as well as in the U.S. (see Electronic Signatures in Global and National Commerce Act – [ESIGN](https://www.law.cornell.edu/uscode/text/15/chapter-96) and Uniform Electronic Transactions Act – [UETA](http://www.uniformlaws.org/shared/docs/electronic%20transactions/ueta_final_99.pdf)).

***What about the other 0.01%?** In rare cases, there are provisions in specific laws stating that the contracts need to have a certain form (e.g., being written and signed on physical paper). In Sweden, for example, this primarily applies to purchase agreements regarding real estate and site leasehold rights.*

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