Who This Is For / When to Use
Use this guide if you need:
Multiple people to sign the same document or contract
Approval from different stakeholders on one document
A trackable, legally signed document stored in Kyrios
Overview of the Process
Kyrios allows you to create documents and contracts that include:
Product pricing and descriptions
Multiple signature fields
Assigned recipients for each signature
Once sent, you can track the document’s status until all required signatures are completed.
Benefits
Allows multiple recipients to sign the same document
Supports internal and external approval workflows
Automatically tracks document status and completion
Enables download of the finalized, signed document
Step-by-Step Guide
Setting Up Your Template
1. Navigate to Documents and Contracts
Go to Payments
Select Documents and Contracts
Click Templates to begin creating a new document template
2. Create a Blank Template
Click Create New
Choose Blank Template, or import a template from the template library
Enter a clear title, such as:
Proposal for Project X
Estimate for Services
Adding Products and Pricing
1. Add Product List Element
In the left-side editor menu, locate Product List
Drag and drop it into your template
A pricing table is added where you can define:
Items
Prices
Quantities
Total amount
2. Customize the Product Details
Select products from your existing inventory or create new ones
Edit:
Product names
Descriptions
Pricing details
Ensure all estimate details are accurate before sending
Adding Signature Fields
1. Add Signature Fields for Multiple Recipients
From the left-hand menu, drag and drop the Signature element
Add one signature field for each required signer
Example:
Two signature fields = two different signers
Signature fields are assigned to recipients in the next step
Assigning Recipients
1. Save and Assign Recipients
Save your template
Click the Recipients tab
Assign each signature field to a contact from your contact list
2. Add Additional Signers
Confirm each signature field is linked to the correct recipient
Assign second or additional recipients to their respective signature fields
3. Assign to Sender
Instead of selecting a specific person, you can assign a signature field to Sender
When the template is used:
The signature automatically assigns to the team member sending the document
Important Workflow Note:
In workflows, the Sender field remains tied to the business user who last edited the document. This is because workflows are typically triggered by contacts and may not map to a specific sender.
Sending the Document
1. Send via Email or Link
Send the document via:
Email, or
Individual signing links
Each recipient receives a unique link
Recipients can only sign their assigned fields
2. Tracking Document Progress
Go to Documents and Contracts
View document status:
Sent
Viewed
Signed
Track completion until all required signatures are collected
FAQ
Can I assign multiple people to sign the same document?
Yes. Add multiple signature fields and assign each one to a different recipient.
How do I know if my document has been signed?
You can view the document status in the Documents and Contracts dashboard, which shows whether it has been viewed or signed.
Can each recipient sign separately?
Yes. Each recipient receives their own unique email or signing link and can only sign their assigned section.
Can I download the document once all signatures are collected?
Yes. Once all parties have signed, you can download a completed PDF version of the document.
Can I edit the document after it has been sent?
No. Documents cannot be edited after they are sent. To make changes, you must create and send a new document.
How do signature fields get assigned when using a template?
When creating a template, you can assign a signature field to Sender. When the template is used, the signature automatically assigns to the team member sending the document.
Can the document be integrated into a workflow?
Yes. However, in workflows, the Sender field remains tied to the last business user who edited the document, not the person triggering the workflow.
How do I add pricing and items to my document or contract?
Use the Product List element from the left-side menu. Drag and drop it into your template to add items, prices, and quantities.
Note:
In workflows, the Sender field remains linked to the last business user who edited the document because workflows are typically contact-triggered rather than sender-specific.