Agreements: Completing a Project

Completing a Project:

Steps to Complete a Project:

Completing a project is simple with clear steps for both the Project Owner and Collaborators. Here's a quick overview of the process:

• Project Owner:

  • The person who sends the invite becomes the Project Owner.
  • Only the Project Owner can send the document to the Send to Sign stage to request signatures.
  • After collaborators indicate they're ready, the Project Owner is responsible for signing last to finalize the document.
  • Once both signatures are completed, the document is marked as Complete, and no further edits can be made.

• Collaborators:

  • Collaborators can indicate they are ready to sign by clicking the Ready to Sign button.
  • They will sign the document first when ready.
  • After signing, the platform will notify the Project Owner that the Collaborator's signature is complete and that the Project Owner can now sign.

Once both signatures are captured, the project is marked "complete!"