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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.

  1. Select Sign Remotely.
  2. 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).
  3. 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.

  1. Select Sign In Person.
  2. The first signatory (e.g., the vendor) will be prompted to agree to sign electronically.
  3. They then click Start in the top right corner.
  4. 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.
  5. After creating their signature, they click Next to be automatically guided through all the fields they need to complete. Once finished, they click Finish.
  6. 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.

  1. The Exchange button will now appear in the top right corner. Click it to finalise the document.
  2. 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.