Before you start
- Only an administrator can view or sign agreements — see Roles and permissions.
- An agreement has to be assigned to your workspace before it appears here. If you’re expecting one and don’t see it, contact your Get2Dial representative or support.
Steps
1
Open Agreements
In Settings, find the Agreements card.
2
Review an outstanding agreement
Agreements needing your signature are marked Required or Optional, with a status
badge. Select an agreement’s title to see its version, status, and this organization’s
signing history before you sign.
3
Sign it
Select Review & Sign. The signing session opens in place — complete it there. Get2Dial
doesn’t send you to a third-party site to finish signing.
4
Download your copy
Once a signature is recorded, select Download to get the signed copy.
Verify
The agreement’s status updates to signed, showing the date and time it was completed. If
it doesn’t update within a few moments of finishing the signing session, select the
refresh icon on the Agreements card.
Common problems
- The status hasn’t updated right after signing. Completion is confirmed asynchronously. Select refresh; if it still hasn’t updated after a few minutes, contact support.
- You can’t find Agreements in Settings. You need administrator access — supervisors and agents don’t have it. If nothing is assigned to your workspace, the card shows no agreements; that isn’t an error.
- A newer version replaced one you already signed. The version you signed stays visible in your history. Sign the current version the same way to stay current.