Signing as the Planner

If you are listed as a signatory on a contract, you sign from within your Gilded dashboard — not from the client's email link. Here is how the planner signing process works.

When You Need to Sign

You need to sign whenever you have added yourself as a signatory on a contract or combined document. This is common — most wedding planning contracts are signed by both the client (and sometimes their partner) and the planner.

You can sign before or after your client. There is no required order. That said, most planners prefer to let the client sign first and then countersign once they see the client has committed.

Where to Sign

When a document is waiting for your signature, open the event and look at the action panel — its primary action becomes Sign Agreement. Click it to open the dedicated signing screen.

Your dashboard also flags documents waiting on you: they appear in your attention items with a Sign Now shortcut, so you can jump straight into signing without opening the event first.

The Signing Screen

The signing screen is a focused view — just you and the document. There is no builder or editing interface here, just the signing flow.

You will go through the same steps your client goes through:

1. Consent to e-sign — confirm you agree to sign electronically
2. Review the document — scroll through the full rendered PDF
3. Initial marked sections — if any sections require your initials
4. Sign at the bottom — place your full electronic signature

Once you submit your signature, you are taken back to the event detail page.

After Everyone Signs

When all signatories have completed their signatures — client, partner (if applicable), and you — the document becomes fully executed. At that point:

• The document status moves to Signed
• The event workflow advances to Contract Signed
• A fully executed PDF is generated with all signatures in place
• An audit log recording who signed, when, from where, and in what order is available to download on demand

You can view the executed document and download the Signed PDF and Audit Log from the document on the event detail page. Your client can also download the signed PDF by revisiting their original link.

Managing Signatures

Beyond signing your own part, the event's documents card gives you three tools for the couple's signatures:

• Waive a signature — if one member of the couple won't sign, waive them once the other has signed, and the agreement completes without them.
• Reopen for a missing signer — on an already-executed contract, Add a signature re-adds a couple member who was waived or never invited: the document drops from signed back to awaiting-signature and Gilded emails a fresh link. Payment status is untouched, and a new executed PDF regenerates once they sign.
• Resend the signing link — re-email the link to a pending signer without resetting anyone's existing signature.

Viewing Signed Documents

Once a contract is fully signed, clicking on it from the event detail page opens it in a read-only in-app view — rendered as a formatted page with every signature and initial shown inline (not just an embedded PDF file). A Signed badge and the "Fully executed" date appear at the top, along with buttons for Save as Template, Signed PDF, and Audit Log.

There is no way to edit a signed document's content — it is a permanent record. (You can still reopen it to add a missing signature; see Managing Signatures above.)

Tips

• Do not wait too long to countersign. If your client signs and then does not hear back, they may wonder if something went wrong. Try to countersign within a day or two.
• Check your dashboard. Beyond the Sign Agreement action on the event page, documents waiting on your signature also show up as Sign Now items in your dashboard's attention list.
• Multiple signatories sign independently. Each person has their own signing session. You do not need to coordinate timing — just make sure everyone completes their part.