Contract PDF and signing

On the contract page, Generate PDF creates a PDF from the document template; open or download it in the PDF Document section. The system does not sign the document electronically: the Signed status records that it was signed, when, and who recorded it.

Creating the PDF

1. Open the contract.
2. Click Generate PDF. (The button is hidden for terminated contracts and disabled without a template.)
3. Creating the PDF can take a few seconds. Then, in the PDF Document section, click the PDF Document link to open it or use Download PDF.

A contract has one PDF at a time: generating again replaces the previous file. Until a PDF exists, the section shows No PDF document attached.

Signing

The contract is signed outside the system. For a signed contract, the Signed At and Signed By fields on the detail page show when and by whom the signature was recorded.