Skip to content
Contact Us
  • There are no suggestions because the search field is empty.

How do I review and e-sign an agreement?

Virtual Terms offers a seamless e-signature process, allowing you and your counterparties to sign agreements electronically.  Your counterparty goes first after they click Review & Sign in the email sent to them with the agreement.


Reviewing & Signing 

After clicking to Review & Sign, the recipient then:

  • Name & Address:  Check their full legal name.
  • Notice Address.:Inputs their official notice address. 
  • Final Agreement Email: Provides an email to whom we will send the final pdf. 
  • Terms Acknowledgment: Clicks to agree to our Terms of Service and Privacy Policy and that they are 18 or older. They do not, however, have to have a VirtualTerms account.
  • Key Terms: Reviews the key terms of your agreement.  They are not able to change them. But they can provide comments as provided below.
  • Standard Terms:  Can click to review the full VirtualTerms Standard Terms.
  • Comments:  Can send you comments by clicking the Comment button,  adding their comments in the text box, and clicking send.  
  • Signature: If they do not have comments, they click Next. 
    • A signature screen shows the type of agreement and the parties’ names.
    • By clicking the Preview, they can again see the full key terms with a link to the full VirtualTerms Standard Terms.  
    • To sign, the person signing: 
      • types to sign their name in script, 
      • enters their full individual name, title (if applicable), and email,  
      • clicks to agree to sign electronically, and
      • hits Complete.  

Your Turn to Review & Sign

After the other side signs, it's your side’s turn to sign.  We will prompt you:

  • Your Dashboard will show that agreement’s status as “Sign Now.” 
  • We will email you (or your designated signer) with a similar email and link to the agreement to review and sign. 

Then what your side’s signer reviews and does is very similar to the above for the other side’s signer, except:

  • Your signer does not need to update their name or notice address.
  • Your signer cannot provide comments within the application.  If they have questions or comments, they can always email you directly before they sign. 

Once both have signed, each party will email a .pdf of the final agreement and your Dashboard will update the agreement’s status to Signed, where you can also Preview or Download a copy of it.  Virtual Terms stores the signed agreement, along with an audit trail of what and when each party signed, providing a clear record for legal and compliance purposes.