Check the data the automation filled into the contract, fix anything missing, and approve to move on to signing. Also shows how to track and cancel it.

1. 1
   Step 1:

   Open Sell › Contracts and click Awaiting review to see only the ones waiting on you. Click the contract.

   

2. 2
   Step 2:

   In Variables, check the value of each one. Those flagged Review came from the AI, and those flagged Missing have no value: fix them before approving.

   

3. 3
   Step 3:

   In Review, check the Customer signer (name and email or phone), the sending Channel, the Message (with the signing link), and the Valid until date. If you changed something, click Save review.

   

4. 4
   Step 4:

   Once everything checks out, click Approve. Cognizy creates the document in ZapSign and sends the signing link to the customer. If something's wrong with the contract, use Reject.

   

5. 5
   Step 5:

   The status changes to Sent. To track it, go back to the list: the Status column shows each stage (Viewed, Partially signed, Completed). Click Sent to see only the ones waiting for a signature.

   

6. 6
   Step 6:

   To back out of a contract that hasn't been signed yet, open it and click Cancel contract. The signing link stops working.

   

Cancel contract doesn't show up.