What you will accomplish

Some agreements need your facility to sign after the customer. When that happens, the contract status shows Awaiting team signature until a staff member adds the provider signature.

This guide walks you through finding those contracts and finishing them so the agreement is Completed and ready to download.

When this applies

Typical reasons facilities use Team signs last:

• The customer signs first, then a manager adds the facility signature.
• Your legal PDF has a provider signature line at the bottom.
• You want proof the customer signed before the facility commits on paper.

Before you start

• The customer already finished signing online.
• The contract card shows Awaiting team signature (or similar wording).
• You are authorized to sign on behalf of the facility.

Step 1: Find contracts waiting for your signature

1. Open the customer record

   Go to Contacts, search for the customer, and open their record.

2. Look at Documents & Contracts

   Scroll to Documents & Contracts. Find the contract with status Awaiting team signature.

   Expected result: The badge color tells you the customer is done and the facility still needs to sign.

3. Click the contract card

   Click the card to open the contract page.

   Expected result: You see the PDF preview and a prompt to add your team signature—not the three-step send wizard.

Step 2: Add your team signature

1. Read the on-screen instructions

   The page explains that the customer already signed and your signature is needed to complete the agreement.

2. Draw your signature

   Use the signature pad (mouse or finger on a tablet). Draw clearly inside the box.

   Add initials too if the template requires them.

3. Save and complete

   Click Save signature or Complete (wording may vary slightly).

   Expected result: Status changes to Completed. The signed PDF now includes both the customer and facility signatures.

Step 3: Download the completed PDF

1. Open the contract status page

   If you are not already there, click the Completed contract card on the customer record.

2. Download PDF

   Click Download PDF (or PDF).

   Expected result: Your computer saves a file with both signatures. Store it wherever your facility keeps signed agreements.

For more download and history options, see Review signed contracts and document history.

What success looks like

• Status on the customer record is Completed.
• The downloaded PDF shows customer and facility signatures.
• Your team no longer sees Awaiting team signature on that agreement.

Troubleshooting

What to do next

Turn on Team signs last when you build or edit templates—see Create a contract template (signing options section).

If signed terms change later, read Amend a signed contract.