Send a contract for ordered multi-signature signing

Jotform-style: route a contract to multiple signers in a specific order, with a public signing link per signer.

ForOwnerManager
1

Open Settings → Forms

Find the contract template and click "Send to sign".

2

Configure the envelope

Set the title (defaults to the form name) and optionally tie the envelope to an instructor — when set, the signed contract automatically appears on that instructor's profile under "Signed contracts." Below the instructor selector, a "Contract details" section appears with one input per fillable form field, so you can pre-fill per-instructor details (Effective Date, Signee Name, Monthly Membership Fee, Term of Agreement, etc.) before sending. A field marked required on the form must be filled here: Send stops and names what is missing, because a blank required field would be demanded of the first signer, who cannot answer for you. Leave an optional field blank and the signers fill it in.

3

Add signers in order

Enter Name + Email + optional Role label ("Studio owner", "Witness", etc.) for each. Use the up/down arrows to reorder.

4

Track it under Submissions

The moment it is sent, the contract's Submissions button lists the envelope under "Sent for signing" with one line of progress: Sent (waiting on the first signer), 1 of 2 signed (naming who is next), Completed, or Voided. "Open" goes to the envelope page for Resend and Void; a completed one also has "PDF". A signer's answers are shown under their envelope, not as a separate submission.

5

Send

Click Send to first signer. Klasly emails them a unique signing link. After they sign, the next signer is emailed automatically. Once everyone signs, you get a "fully signed" email with the executed contract attached as one PDF — the terms, the answers and every signature on the same document — and the envelope is sealed. The same file is behind "Download PDF" on the envelope page.

Limits
  • • Pre-filled (merge) fields appear read-only so the signer can see the terms without editing them. Each one carries "Filled in by <your studio>", so a signer is never left wondering whose name or address it is.
  • • The details cannot be edited once the envelope is sent. To change one, Void the envelope and send it again — nothing is lost if nobody has signed yet, and anyone who had signed is asked to sign the corrected version.
Tips
  • • External signers (lawyers, witnesses) don't need a Klasly login — the signing page is a public URL secured by a one-time token.
  • • Signers can decline ("I can't sign this"); the studio gets notified and the envelope is voided.
  • • Resend rotates the token, so the old link becomes invalid. Void cancels the envelope entirely.
  • • All form field types (including rating scales and signature fields) are fully supported on the public signing page.
  • • The envelope page has "Download PDF" (one file, every signature) and "Print signed copy" (a letter-style view for paper).
More detail

Signers see these values as read-only on the signing page. The dialog scrolls when there are many fields. To pre-fill specific fields, those fields need to exist on the contract form first — the form builder has a "+ Contract template" shortcut that adds all nine standard instructor-contract fields in one click.

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