[{"data":1,"prerenderedAt":389},["ShallowReactive",2],{"help-\u002Fhelp\u002Fagreements\u002Fclient-signing":3,"help-nav":171,"help-surround-\u002Fhelp\u002Fagreements\u002Fclient-signing":384},{"id":4,"title":5,"body":6,"category":161,"description":162,"extension":163,"icon":164,"meta":165,"navigation":166,"path":167,"seo":168,"stem":169,"__hash__":170},"help\u002Fhelp\u002F05.agreements\u002F3.client-signing.md","The client signing experience",{"type":7,"value":8,"toc":153},"minimark",[9,13,18,30,46,59,63,66,88,91,98,103,107,122,125,129,139,145],[10,11,12],"p",{},"Once an agreement is attached, every client with an email address gets a signing link automatically — by default once the inspection has a scheduled date — and the published report stays locked for them until it's signed. Here's exactly what they see.",[14,15,17],"h2",{"id":16},"the-signing-email","The signing email",[10,19,20,21,25,26,29],{},"Clients receive an email titled ",[22,23,24],"strong",{},"\"Please Sign Your Inspection Agreement\""," with a ",[22,27,28],{},"Review & Sign Agreement"," button. It comes from your name, and explains that the report will be available once the agreement is signed.",[31,32,33],"note",{},[10,34,35,36,39,40,45],{},"Only clients ",[22,37,38],{},"with an email address"," are emailed automatically. If none of your clients have an email, copy the signing link from the Deliver page and share it directly. See ",[41,42,44],"a",{"href":43},"\u002Fhelp\u002Fagreements\u002Fmanaging-agreements","Managing agreements on an inspection",".",[47,48,49],"tip",{},[10,50,51,54,55,45],{},[22,52,53],{},"When"," this email goes out is up to you — see ",[41,56,58],{"href":57},"\u002Fhelp\u002Fagreements\u002Fmanaging-agreements#when-the-signing-link-is-emailed","When the signing link is emailed",[14,60,62],{"id":61},"reviewing-and-signing","Reviewing and signing",[10,64,65],{},"The link opens a page with your branding, a summary of the inspection (property address, scheduled date, fee), and the full agreement with all merge fields filled in. To sign, the client:",[67,68,69,76,82],"ol",{},[70,71,72,73,45],"li",{},"Types their ",[22,74,75],{},"full legal name",[70,77,78,79,45],{},"Checks ",[22,80,81],{},"\"I have read and agree to this agreement\"",[70,83,84,85,45],{},"Clicks ",[22,86,87],{},"Sign Agreement",[10,89,90],{},"The name, the date and time, and the client's network address are recorded with the signature, and the agreement text is frozen exactly as signed.",[10,92,93],{},[94,95],"img",{"alt":96,"src":97},"Client signing experience","\u002Fhelp-media\u002Fagreement-client-top.png",[10,99,100],{},[94,101],{"alt":96,"src":102},"\u002Fhelp-media\u002Fagreement-client-sign.png",[14,104,106],{"id":105},"what-happens-after-signing","What happens after signing",[10,108,109,110,113,114,117,118,121],{},"The client sees an ",[22,111,112],{},"\"Agreement signed\""," confirmation and a button to continue — either straight to the report, or to the payment step first if you collect the fee through Eave. Revisiting the link later shows a ",[22,115,116],{},"\"Signed by …\""," block instead of the form, and a ",[22,119,120],{},"Print"," button for their records.",[10,123,124],{},"Behind the scenes: the signer gets a confirmation email, you get an in-app notification and email, and the report unlocks immediately.",[14,126,128],{"id":127},"the-locked-report-screen","The locked report screen",[10,130,131,132,135,136,138],{},"If a client opens the report link before signing, they see a ",[22,133,134],{},"\"Your report is almost ready\""," screen with a ",[22,137,28],{}," button — not the report. As soon as anyone signs, the report unlocks for everyone.",[10,140,141],{},[94,142],{"alt":143,"src":144},"Locked report screen","\u002Fhelp-media\u002Fagreement-report-locked.png",[10,146,147,148,152],{},"See ",[41,149,151],{"href":150},"\u002Fhelp\u002Fagreements\u002Foverview","Pre-inspection agreements overview"," for the full picture.",{"title":154,"searchDepth":155,"depth":155,"links":156},"",2,[157,158,159,160],{"id":16,"depth":155,"text":17},{"id":61,"depth":155,"text":62},{"id":105,"depth":155,"text":106},{"id":127,"depth":155,"text":128},"Agreements","What your client sees when they open the signing link, sign the agreement, and unlock their report.","md","i-heroicons-finger-print",{},true,"\u002Fhelp\u002Fagreements\u002Fclient-signing",{"title":5,"description":162},"help\u002F05.agreements\u002F3.client-signing","Lxb79KNIeEsvOR577YuktauBpj-jzNZkILPzcMOVRdw",[172,194,219,240,273,290,319,340,349,362,371],{"title":173,"path":174,"stem":175,"children":176,"page":193},"Getting 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pay","\u002Fhelp\u002Fpayments\u002Fclient-payment-experience","help\u002F06.payments\u002F4.client-payment-experience",{"title":312,"path":313,"stem":314},"Require payment to view report","\u002Fhelp\u002Fpayments\u002Frequire-payment-for-report","help\u002F06.payments\u002F5.require-payment-for-report",{"title":316,"path":317,"stem":318},"Automatic payment emails & reminders","\u002Fhelp\u002Fpayments\u002Fautomatic-payment-emails","help\u002F06.payments\u002F6.automatic-payment-emails",{"title":320,"path":321,"stem":322,"children":323,"page":193},"Settings","\u002Fhelp\u002Fsettings","help\u002F07.settings",[324,328,332,336],{"title":325,"path":326,"stem":327},"Set a default inspection fee","\u002Fhelp\u002Fsettings\u002Fdefault-fee","help\u002F07.settings\u002F1.default-fee",{"title":329,"path":330,"stem":331},"Add your signature","\u002Fhelp\u002Fsettings\u002Fsignatures","help\u002F07.settings\u002F2.signatures",{"title":333,"path":334,"stem":335},"Set a public-facing email","\u002Fhelp\u002Fsettings\u002Fpublic-email","help\u002F07.settings\u002F3.public-email",{"title":337,"path":338,"stem":339},"Business profile & licensing","\u002Fhelp\u002Fsettings\u002Fbusiness-profile","help\u002F07.settings\u002F4.business-profile",{"title":341,"path":342,"stem":343,"children":344,"page":193},"Billing","\u002Fhelp\u002Fbilling","help\u002F08.billing",[345],{"title":346,"path":347,"stem":348},"Subscriptions & billing","\u002Fhelp\u002Fbilling\u002Fsubscriptions","help\u002F08.billing\u002F1.subscriptions",{"title":350,"path":351,"stem":352,"children":353,"page":193},"Repair Requests","\u002Fhelp\u002Frepair-requests","help\u002F09.repair-requests",[354,358],{"title":355,"path":356,"stem":357},"Repair requests","\u002Fhelp\u002Frepair-requests\u002Foverview","help\u002F09.repair-requests\u002F1.overview",{"title":359,"path":360,"stem":361},"Building a repair request","\u002Fhelp\u002Frepair-requests\u002Fbuilding-a-repair-request","help\u002F09.repair-requests\u002F2.building-a-repair-request",{"title":363,"path":364,"stem":365,"children":366,"page":193},"iOS App","\u002Fhelp\u002Fios-app","help\u002F10.ios-app",[367],{"title":368,"path":369,"stem":370},"Using Eave on iOS","\u002Fhelp\u002Fios-app\u002Foverview","help\u002F10.ios-app\u002F1.overview",{"title":372,"path":373,"stem":374,"children":375,"page":193},"Organization","\u002Fhelp\u002Forganization","help\u002F11.organization",[376,380],{"title":377,"path":378,"stem":379},"Inviting members","\u002Fhelp\u002Forganization\u002Finviting-members","help\u002F11.organization\u002F1.inviting-members",{"title":381,"path":382,"stem":383},"Sharing templates & reports","\u002Fhelp\u002Forganization\u002Fsharing-templates-reports","help\u002F11.organization\u002F2.sharing-templates-reports",[385,387],{"title":280,"path":281,"stem":282,"description":386},"Author your agreement documents with merge fields, set a default, and share them across your organization.",{"title":285,"path":286,"stem":287,"description":388},"Turn the agreement you already use into an editable Eave template, then check the merge fields before you save.",1789674671463]