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The signing record on a proposal

Where the signed letter, the certificate, the signers and the audit trail sit once a client accepts.

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Everything about a signed engagement letter is on the proposal, under its Document tab. Open the proposal and press View signed document in the header, or pick Document from the tabs. You do not have to go looking for it anywhere else.

What the tab holds

Once your client has accepted, the top of the tab is the signing record:

  • The letter as it was signed, and the signed copy alongside it. Either can be viewed in the browser or downloaded.
  • The certificate of completion, the page naming who signed, when, and from what address.
  • The evidence pack, a single file holding the full record for anyone who asks for it.
  • Who signed, with the name and address they gave and the moment they finished.
  • The audit trail, every step from the letter going out to the last signature, in order.

Below all of that is the part that belongs to the proposal alone: the client acceptance link, and the wording the letter was written from.

Before the signature is finished

If your client has started signing and stopped, the same tab is where you watch it. The header button reads View signing progress instead, and the record shows how far they got. Remind signer in the header sends them their link again. See Chasing a client about a proposal.

Before anything has been signed

On a proposal that is still out with the client, the tab holds the engagement letter itself, View PDF and Download PDF, and the Client acceptance link you can copy and send again. Anyone holding that link can read and accept the proposal, so send it only to your client.

The envelope behind it

A client accepting a proposal signs a real document, so an envelope is created to carry the signature. Open it in full, at the foot of the signing record, opens that envelope's own page, and the arrow at the top of it brings you back to the proposal.

That envelope is kept out of your Envelopes list on purpose: the deal is the proposal, and one row per deal is easier to read than two. See Where each kind of envelope appears.

What it is titled

The envelope takes the engagement letter's own title, the one you wrote, because that is what your client signs and what prints on the certificate and on the completion email. The proposal reference stays on the proposal and on the envelope's own record, so you can still match the two up.