How to sign an agreement and troubleshoot signing issues

Learn how to sign an agreement, choose a signing method, and resolve verification errors.

Audience

Agreement approver, agreement signatory, employee

How to sign an agreement

1. Both parties who need to sign receive an email containing a signing link.
2. Click the link in the email.
3. Log in using your email address or phone number for verification. If BankID is configured, you can use BankID.
4. Review and sign the agreement.

When both parties have signed the agreement, its status changes to Signed on the dashboard. The agreement is automatically saved as a PDF in the employee's document archive and linked to the position.

Choose between parallel and sequential agreement signing

• Parallel signing: The agreement is sent to all signatories at the same time.
• Sequential signing: The signatories sign the agreement in a predefined order. Sequential signing is often used as an additional approval step, where the manager signs before the employee receives the signing link.

The agreement creator selects Parallel or Sequential when creating the agreement.

Troubleshoot login errors when signing an agreement

If you receive an error message when trying to log in to sign an agreement, the email address or phone number you entered for verification may not match the contact information registered in the agreement.

1. Check the email containing the signing link. The email shows the contact information linked to the agreement.
2. Enter exactly the same email address or phone number.
3. Enter the email address using lowercase letters.