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Help CenterService AgreementsE-Signature Process Explained

E-Signature Process Explained

How the electronic signature process works for service agreements.

7 min read
intermediateUpdated 3 Mar 2026

E-Signature Process

Secure, legally-valid electronic signatures.

How It Works

  1. You send: Agreement emailed to client
  2. Client receives: Secure link to view
  3. Client reviews: Can read and download
  4. Email verification: Code sent to confirm identity
  5. Client signs: Electronic signature captured
  6. Both notified: Signed PDF sent to both parties

Email Verification

Before signing, clients must:

  1. Receive verification code via email
  2. Enter code to confirm identity
  3. Then allowed to sign

This proves the signer controls the email address.

Legal Validity

E-signatures in Experi are legally binding:

  • Complies with e-signature laws
  • Timestamp recorded
  • IP address logged
  • Email verification
  • Audit trail maintained

Audit Trail

For each signature:

  • Who signed
  • When signed
  • IP address used
  • Email verified
  • Document version

After Signing

Both parties receive:

  • Signed PDF via email
  • Certificate of completion
  • Access to download anytime

Refusing to Sign

If client doesn't sign:

  • Agreement stays in "pending" status
  • You can send reminder
  • Edit and resend if needed
  • Cancel if no longer needed

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