> For the complete documentation index, see [llms.txt](https://docs.blusapphire.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.blusapphire.io/older-releases/customer-self-service-portal/digital-contract-signing-process.md). # Digital Contract Signing Process **Step 1: Access the Agreement** 1. **Log in to the portal** **** where the agreements are available for signing. 2. You will see a notification at the top of the screen indicating that an BluSapphire Client Agreement has not been signed yet or you can **Navigate to the "Agreements" section** to locate the document you need to sign.
**Step 2: Initiate the Signing Process** 1. **Click on the "Signature" option** next to the document. * A notification will pop up indicating the document needs to be signed. 2. **Confirm Authorization**: * If you are the authorized person to sign, **click on "I am authorized to sign the Agreement."** * Alternatively, if you're not the authorized person, **click on the option to forward the agreement to the appropriate person via email**.
**Step 3: Receive the Email Notification** 1. After confirming you are authorized to sign, **you will receive an email notification** with instructions to proceed with signing. Also, you will see a notification at the top of the page to check your email for BluSapphire Client Agreement review and sign the document.
2. **Go to your email inbox** and find the message with the subject “Sign the Agreement”. 3. **Click on "Start Signing"** from the email to begin the signing process.
**Step 4: Proceed to the Document** 1. After clicking "Start Signing," the **Document Info page will load**. 2. Additional access restrictions have been applied to the document. To proceed, click on the "Send OTP" button. You will receive a One-Time Password (OTP) will be sent to your registered email address
3. **Click on "Proceed to Document"** to begin reviewing and signing the agreement.
**Step 5: Agree and Continue** 1. **Read through the agreement carefully**. 2. Once you have reviewed the document, **check the tick box** that states "Agree and Continue" to proceed with signing.
**Step 6: Fill in Your Information** 1. At the bottom of the document, you will need to fill in the following details: * **Client Name** * **Client Address** * **Your Name** * **Job Title**
**Step 7: Sign the Document** 1. **Click on "Signature"** at the designated section in the document. * Various signature font styles will appear. 2. **Select your preferred signature style** and click “OK” to confirm your selection.
**Step 8: Complete the Signing Process** 1. Once you’ve chosen your signature, the document will be considered signed. 2. **You can now download, email, or print the signed document** for your records.
3. You can also download the **Signed Documents** from the Agreement Tab.
4. Provide a name for the document, apply a relevant tag, select the desired save location, and then click "Save" to finalize.
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