teamzt

Thank you for your feedback. We have thoroughly tested our platform and confirmed that it works seamlessly across all devices, including mobile phones and tablets. The document signing process should be smooth and functional on these devices.

If you are experiencing issues, it might be an isolated case. Please let us know the specific details of the problem you encountered, and we will investigate further to ensure everything works perfectly for you.

Thank you for writing here. I am happy to help you. Here are the steps you need to follow:

1. Create an Agreement Form:
   • Navigate to “Smart Agreement” and select “Add New”.
2. Create Agreement Contract Layout:
   • Click on “Create/Update Agreement” located at the top right corner.
   • You can create your agreement contract using the available shortcodes or select a sample template like “Room Rental Agreement”.
3. Save and Insert Shortcode:
   • Save the contract layout and go back to the agreement form.
   • Copy the shortcode provided and insert it into your page to display the agreement form.
4. User Submission:
   • Users need to fill out the agreement form.
   • After submission, you will receive the entries from that form.
5. View Entries:
   • Go to “Smart Agreement” and select “Entries”.
   • You will see a list of all entries. Click on “Show Details” to view customer details.
   • A popup will open with options to accept or reject the entry.
6. Send Agreement Email:
   • When you accept an entry, the user will receive an email with a link to the agreement.
   • Note: Ensure email notifications are configured under “Smart Agreement” -> “Settings”.
7. Signature Process:
   • Once the customer and any additional parties have signed, the “Sign Status” in the entries table will show as “Pending Owner Signature”.
   • Click on it to add your signature.
   • The final copy of the agreement will be sent as per the email notification settings.