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Signing and Submitting a Document

Use e-signatures in Event Temple to sign and submit proposals, contracts, and documents securely. Streamline bookings, reduce paperwork, and send signed PDFs automatically to clients and staff for faster, efficient workflows.

Event Temple allows secure digital signing for both clients and venue staff. Submitting a signed document automatically updates its status, locks the file to prevent unauthorized tampering, and emails a PDF copy to all parties.


Signature Roles & Capacities

Document signature fields are designated for specific roles:

  • Signature Limits: Documents support 1 Client signature and 1 Vendor signature. Adding multiple client signature fields to a single document will prevent it from submitting.

  • Multiple Signers Workaround: To collect signatures from multiple guests on the same contract template, use Actions → Clone to create separate document copies for each guest.

  • Native E-Signatures vs. DocuSign: Event Temple uses built-in, native e-signatures. External e-signature platforms (such as DocuSign) do not sync directly with Event Temple.


How to Sign and Submit

Signatures can be completed in any order:

  • Vendor Signs First: The completed vendor signature will appear when the client opens their document link.

  • Client Signs First: The vendor receives a notification once signed and can open the document to add their signature at any time.

Signing as a Vendor (Event Temple User)

  1. Open the document within the booking and click Preview at the top right.

  2. Scroll to the Vendor Signature section (highlighted in green).

  3. Fill out your signature details and click the green Submit as Vendor button at the top of the page.

Note: The Submit as Vendor button finalizes the staff portion of a document that contains a Vendor Signature block. If a document only contains input fields (like checklists or text boxes) without signature blocks, clicking Submit will still save responses and mark the document as completed.


Document Locking & Post-Submission Status

  • Automatic Status Update: Once submitted by both parties, the document status automatically updates from Sent to Completed.

  • Automatic Locking: Marked Completed documents lock automatically to preserve legal integrity and prevent tampering.

  • Email Notifications: Timestamped PDF copies are automatically emailed from notifications@eventtemple.com to the primary contact, assigned sales user, and client.

Unlocking & Editing Completed Documents

⚠️ Warning: Reverting a completed document to Draft status will permanently remove all existing signatures. Signatures cannot be restored.

  1. Open the document and click Edit in the top-right corner.

  2. Confirm the system prompt warning to revert the document to Draft status.

  3. Make required edits, then re-send the document for signature.

(To preserve the original signed copy, use Actions → Clone to edit a duplicate instead.)


Legal Validity & Audit Tracking

Event Temple includes several built-in security features to support legal enforceability:

  • Document Locking: Prevents edits post-signature.

  • IP Address Tracking: Records signer IP addresses (retrievable upon request for legal matters).

  • PDF Snapshots: Instantly captures a timestamped PDF snapshot upon submission.

Note: Legal enforceability depends on your local jurisdiction. Consult legal counsel for region-specific digital contract requirements.


Troubleshooting E-Signature Issues

  • Red Signature Field / Submission Errors: Verify signature block roles. Double-click the signature element in the editor and confirm it is set to either Client Signature or Vendor Signature.

  • Vendor Unable to Sign: You must be actively logged into your Event Temple account in the same browser window where the document link is open.

  • Client Sees Vendor View: When testing or having a client sign on a staff computer, open the document link in an Incognito / Private Browsing window to bypass active staff login cookies.

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