Signing as the Planner

You countersign every agreement 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

Every contract and combined document waits on your signature. Gilded adds you as a signatory automatically when the document goes out, so there is nothing to set up: once someone in the couple has signed, it comes to you.

You countersign, so you sign after your clients. At least one of them has to have signed before you can add your signature — the action is not offered until then, and it is refused if you reach it another way. You do not have to wait for both: where a couple are two people, the second can still be outstanding when you countersign.

This is why the word is countersigning. An agreement carrying only your signature commits you to terms the couple have not agreed to, and asks them to sign something already signed on the other side.

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.

Before anyone has signed, that action is Send Reminder instead, because the couple are the ones holding it up and nudging them is the useful thing to do.

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 (the client, the partner if applicable, and you), the document becomes fully executed. At that point:

• The document status moves to Signed
• The event workflow advances to Agreement Signed (Document Signed for a combined document)
• 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 two 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. Waiving is final: once the agreement is fully signed, a waived partner can't be added to it, so if they may still want to sign, wait before waiving.
• 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 or its signers; it is a permanent record.

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.
• 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.