Sign and exchange a contract (VIC)
This guide will walk you through the final steps of the sales process: collecting signatures and formally exchanging the contract. This process begins after you have fully prepared the contract in Sign.
Prefer to watch? Check out our video guide here.
Step 1: Choose Your Signing Method
Once the contract is ready, click the Sign icon in the top right corner. You will be presented with two options for collecting signatures.
Option A: Sign Remotely
This option sends a secure link to all parties to sign the document on their own devices.
- Select Sign Remotely.
- Choose your preferred signing order. You can send the request to all parties at the same time or create a specific order (e.g., purchasers sign first, then vendors).
- A standard email explaining the process will be sent. When you're ready, click Send Request. You will be notified as each party completes the signing.
Option B: Sign In Person
This option is ideal when you are physically with the signatories and can hand them your device to sign on the spot.
- Select Sign In Person.
- The first signatory (e.g., the vendor) will be prompted to agree to sign electronically.
- They then click Start in the top right corner.
- They can choose to either draw their signature with a finger or stylus, or type it. The system will remember their choice for all subsequent signatures.
- After creating their signature, they click Next to be automatically guided through all the fields they need to complete. Once finished, they click Finish.
- Repeat this process for the next signatory (e.g., the purchaser).
Step 2: Exchange the Contract
After all signatures have been collected by both parties, the final step is to formally exchange the contract.
- The Exchange button will now appear in the top right corner. Click it to finalise the document.
- This action is final and will date the contract and apply a digital exchange stamp.
Important: Once you click Exchange, the contract cannot be edited. It is now a legally binding document.
After Exchanging the Contract
Once exchanged, you can manage the completed document. On the right-hand side of the screen, you have several options:
- Check Status: See a full audit trail of when the document was signed, including the IP address, date, and time.
- Copy Link: Copy a direct link to the document if you need to share it.
- Download or Print: Save a final PDF copy for your records.