Sending an Agreement for Signing
By John Cleary and David Slitzky Last updated
Who this is for
You have a draft you are happy with and want to get it signed.
Before you send
- The agreement needs a title and at least two named with email addresses: you and one other.
- Read it in the Annotated view once more. Once it is sent, changing it means taking it back and sending again.
- If the deal matters, have a lawyer look at it first. You can download a Word copy for that, which uses one credit while the agreement is unsigned.
The steps
- Choose Send for signing on the agreement page.
- Check the signers. The are the parties named in the agreement, in the order listed. You are first, at your account email. Fix a name or email in place; remove a row that should not be there. Adding a signer is a change to the document, so it goes through Edit details.
- Sending for someone else? If you drafted the agreement with I'm doing this for other people turned on, the first party you named signs first and you are not a signer at all. Managers and label staff use this. The credit is still yours.
- CC someone (view only). Optional, off by default. Up to five people, each with an email and an optional name, get a copy of the signed agreement once everyone has signed. They never sign and are not parties. An email already used by a signer cannot be added here, because signers get the signed agreement anyway.
- Read the credit line. It says how many credits you have left, that sending uses one, and that the credit comes back if the request ends without being signed; Credits and plans explains what a credit is.
- Check the acknowledgment that keysig is not a legal service and that you are responsible for having the agreement reviewed. The send button stays off until you do.
- Choose Send for signing.
What happens next
- The agreement turns Pending straight away and one credit is used. Drafting stays free; sending is what costs.
- The service emails each signer a private link, in order. You get yours first, with the subject line asking you to sign it to send it on. The next person is emailed when you have signed, and so on.
- Anyone on the agreement who does not have a keysig account also gets a short heads-up email from keysig, sent under your name, explaining what keysig is and what to expect. The is in the e-signature email, not that one.
- Sign yours from your email. Then watch the agreement page; Tracking status explains what you will see.
- There is one live signing request per agreement. To change anything after sending, take the request back first.
Sending again
When a request ends without being signed, because you took it back or anyone declined it, its credit comes back. Sending again is a new send and uses a credit, which comes back the same way if that request ends unsigned too.
If something goes wrong: a send that fails is not charged, and the agreement stays a draft. If you ever see a credit used with no Pending agreement to show for it, Troubleshooting says what to send us.
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About the authors
John Cleary Co-Founder, keysig
A classically trained musician and producer who spent 15 years building A&R, sync, and music strategy for labels and brands like Atlantic Records, Audiomack, and Epidemic Sound.
David Slitzky Co-Founder, keysig
GRAMMY-nominated audio engineer who spent over a decade in the studio with artists like The Roots, Usher, and Travis Scott before spending eight years running music strategy and A&R at Epidemic Sound.
keysig is not a law firm and this is not legal advice. This guide explains how the keysig product works. It does not tell you what your agreement should say. Have agreements reviewed by qualified counsel before signing.