Require client initials for specific contract sections
Require initials on selected contract sections during e-signature
Summary
You can require clients to initial specific sections of a contract before they complete the e-signature process. This is useful when you want clients to separately acknowledge important clauses or sections.
Instructions
Open the Contract Editor from any area where you can edit a contract, such as the Contract tab in your Event Settings.
Click Edit on the contract you want to update.
Review the contract name, description, and available sections.
Find the section that should require client initials.
Click the pencil icon labeled Contract next to that section.
Use the icon to turn the initials requirement on or off for that section.
Any section with this option enabled will require the client to provide an additional set of initials during the e-signature process.