Before signing
- Check the person’s name and email.
- Confirm they are authorized to sign.
- Check the signing order and connected signature account.
- Review the agreement before opening the signing step.
A team role and a contract’s designated signer are related but different checks. Ask the deal owner if they do not match.
What is a signature connection?
The connected e-signature account is the service used for the signing step. Check the account with the deal owner before sending.