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.

The Sign Now Banner

When a document is waiting for your signature, you will see a terracotta-colored Sign Now banner on the document card in the event detail page. This makes it easy to spot which documents need your attention.

Click the banner to open the dedicated signing screen.

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 PDF is created recording who signed, when, and in what order
• Both PDFs are stored securely and available for download

You can download the signed PDF and audit log from the document card on the event detail page. Your client can also download the signed PDF by revisiting their original link.

Viewing Signed Documents

Once a contract is fully signed, clicking on it from the event detail page opens a read-only view with the signed PDF embedded. You will see download buttons for both the Signed Contract and the Audit Log.

There is no way to edit a signed document. 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.
• Check your dashboard. The Sign Now banner shows up on the event detail page, but you will also see pending signature items in your dashboard's attention items.
• 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.