Agreements

The Signed agreements page lists every engagement agreement you have generated, with its number, client, how many parties have signed, and its status. Here is how to read the table and open one.

Draft an engagement agreement, preview it on your letterhead, and send it to your client to sign online.

Save an agreement you use often as a template, then reuse, edit, duplicate, or delete it whenever you need it.

Draft, Out for signing, Signed and Voided: the colour and label on each agreement tells you exactly where it is and what to do next. Here is what each one means.

The Details section at the top of the agreement builder holds the client, service, date and reference fields. Filling them in clears the green highlights in the agreement text automatically.

Use the built-in text editor toolbar to change headings, wording and formatting, and watch the live preview update as you go.

Paste a full agreement from Word or anywhere and let IzzyTap reformat it into your design, keeping your numbering exactly as written.

List everyone who must sign the agreement, with their name, email and role. Your firm signs first automatically.

Check the exact PDF on your letterhead before you save or send, using the live preview and the Preview exact PDF button.

Use the green Send for signing card to email every party a private link, pre-sign on your firm's behalf, and file a copy. Links stay valid for 14 days.

On an agreement that is out for signing, each party has a private link you can copy and share by hand, plus a tick showing who has already signed.

What your client sees when they open the signing link: an emailed one-time code to prove it is them, then draw or type a signature, tick to confirm, and done.