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.

Already have the document as a PDF? Upload it, add who needs to sign, and send it for online signature, without rebuilding it in the editor.

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.

Decide how an agreement is signed. Your firm can sign first, sign as a party, or let the client sign alone. You set this on each agreement before you send it.

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.