Counter-sign as agent

Complete the agent or internal signer step after a recipient signs.

5 min readUpdated July 2026

When counter-signing is needed

Some documents require an agent, manager, or company representative to sign after the customer completes their part.

Video walkthrough placeholder showing pending counter-sign status, agent signing action, signature field, and completed document state.
Video: Counter-sign a document
Video walkthrough placeholder showing pending counter-sign status, agent signing action, signature field, and completed document state.
Document detail page showing counter-sign required status, agent signer field, sign action, and completion indicator.
Document detail page showing counter-sign required status, agent signer field, sign action, and completion indicator.

Counter-sign steps

  • Open the document detail
  • Review recipient completion
  • Choose the counter-sign action
  • Sign assigned fields
  • Confirm the final completed state

Common issues

  • No sign button — confirm you are the assigned signer
  • Recipient incomplete — wait or resend reminder
  • Wrong internal signer — update signer role before sending if possible

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