Guides to getting documents signed.

How New Zealand teams use SignAndGo, by industry, by document and by the job at hand. Each guide covers what to set up, who signs, and what happens after.

By document

Sending an employment agreement for signature. How to send an employment agreement and its schedules to a new starter, have the manager countersign, and keep the signed copy with its audit trail.
Signing a construction contract electronically. Step by step: sending a New Zealand building contract with its specification, drawings and schedules for client signature and your countersignature.
Subcontractor document packs that come back complete. How New Zealand head contractors build a standard subcontractor pack with the agreement, site rules, insurance and tax forms, and get it back before day one.
Variations and progress claims: getting sign-off quickly. How New Zealand builders and trades get variation orders approved and progress claims acknowledged fast, with a dated record of every decision.
Sending an NDA for signature. How to send your own one-way or mutual non-disclosure agreement for signature before a meeting, a pitch or a data room, and keep the signed copy to hand.
Sending client engagement letters for signature. How accountants, bookkeepers and advisers send their own engagement letters and terms of business for client signature, including every director or trustee.
Sending a contractor agreement for signature. Send your independent contractor agreement with its schedules, collect the contractor's IRD number, NZBN and insurance certificate, and keep the signed copy.
Sending a residential tenancy agreement for signature. How landlords and property managers send their own tenancy agreement to every tenant, collect each tenant's details and ID, and keep the signed copy on file.
Sending a commercial lease for signature. Send your commercial lease and guarantees to tenant directors, guarantors and the landlord in the right order, and track a long document to completion.
Sending a service agreement to a client. How service businesses send their own service agreement, quote and terms to a client, get acceptance and a purchase order number, then start the work promptly.
Staff loan and pay advance acknowledgements. How employers send their own staff advance acknowledgement and deduction authority for a team member to sign, with a manager approval and a copy for payroll.
Sending a partnership agreement for signature. Send your partnership agreement to every partner in a farm, practice or family business, collect each partner's details, and give all the same signed copy.
Authority-to-act forms for agents and advisers. How advisers and brokers send their own authority-to-act form for a client to sign, so they can deal with a bank or insurer on the client's behalf.
Sending a settlement and release agreement. How to send the agreed final version of your settlement or release agreement to each party, keep the signing order, and give everyone the same record.
Sending a shareholders' agreement for signature. Send your company's shareholders' agreement, or an accession for a new investor, to every shareholder and director, and keep one signed copy for the board.
Sending a consultancy agreement and statements of work. How consultants send their own master agreement and a statement of work per engagement, get the client to sign, and handle variations as projects grow.
Sending a sales agent or distributor agreement. How exporters and manufacturers send their own sales agent or distributor agreement, with territory and target schedules, to agents in New Zealand or offshore.
What goes in a non-disclosure agreement. A practical checklist of the clauses most non-disclosure agreements cover, from defining confidential information to duration, plus how to send one for signing.
Getting quotes and proposals accepted in writing. Turn a quote or proposal into a signed acceptance: scope options as Yes or No choices, a sign-off from the client, and a record of exactly what was agreed.
Changing a signed contract with a variation or addendum. How to change an agreement after it is signed: draft a short variation, check what changed, have the same parties sign, and keep it beside the original.
Collecting photo and media consent. How clubs, studios, event teams and businesses ask permission to use someone's photo or video, with clear choices for each use and a signed record of the answer.
Client intake forms for a practice. How counsellors, bookkeepers, designers and other practices gather a new client's details, answers and files in one signed intake form before the first meeting.

Getting started

E-signing for New Zealand businesses. What e-signing with SignAndGo looks like for a New Zealand business: preparing envelopes, choosing signers, tracking progress and keeping the finished record.
Contacting SignAndGo. How to reach SignAndGo by email, what to include so we can help quickly, how to raise a privacy request, and who to ask about a document you were sent.
About SignAndGo. Who makes SignAndGo, how it fits into the MyAndGo suite with ShareAndGo and BookAndGo, what it is for, and the company behind it for New Zealand customers.
What New Zealand teams use SignAndGo for. Common ways New Zealand businesses put SignAndGo to work, from staff onboarding and client engagement to supplier agreements, notices and board papers.
Asked to sign? What to expect from a SignAndGo link. Someone has sent you a document through SignAndGo. What the email looks like, how signing works on your phone or computer, and what you receive afterwards.
What is an electronic signature? A plain explanation of electronic signatures: what they are, the forms they take, how signing works in practice, and the record that sits behind each one.
Electronic or paper: which way should you sign? Comparing pen-and-paper signing with signing on screen: turnaround, cost of handling, tracking, record keeping, and when your adviser may want paper.
Going paperless with your signed documents. What changes when a business stops printing documents for signature: quicker turnaround, fewer lost pages, easier searching, and how to make the move in stages.
Digital signatures and electronic signatures: the difference. Digital signature and electronic signature are often used as if they meant the same thing. Here is how the two terms differ and what each one describes.
Witnessed documents: what to check before you send. What witnessing a signature involves, why some documents ask for it, and how to plan your paperwork when one document in a set needs a witness.
What signing on a phone looks like. What a signer sees opening a SignAndGo link on a phone, how to prepare documents that read well on a small screen, and how to help a signer who gets stuck.

By team

Setting up a team workspace. How a SignAndGo team workspace is set up: admins and roles, templates shared with the team or kept private, two-step sign-in, and one login for the suite.
SignAndGo for larger organisations. For larger New Zealand organisations: admins and roles, shared templates, approvals, the API and webhooks, and how to open a conversation with us by email.
E-signing for small businesses. How a small New Zealand business uses SignAndGo day to day: quotes, terms of trade, new staff paperwork and supplier forms, set up once and reused without fuss.
E-signing for sole traders and freelancers. For New Zealand sole traders and freelancers: proposals, contracts and briefs signed from a phone or laptop, with templates, reminders and a clear record.
Onboarding a new staff member when your business runs on Xero. Send a new employee's agreement, IR330 and KiwiSaver forms in one envelope, then have the signed pack filed into Xero when the last signature lands.
Admin controls: running a SignAndGo workspace well. How workspace admins manage who can do what in SignAndGo, keep templates in order, and use the audit trail to answer questions about any envelope.
Supplier onboarding packs, sent and signed in one go. Send new suppliers one pack: details form, terms of trade, confidentiality undertaking and safety documents, and collect their bank and insurance proof.
Onboarding a new staff member: the paperwork checklist. What a New Zealand employer usually gathers from a new staff member, from the IR330 and KiwiSaver forms to policy sign-offs, and how to collect it at once.
Handling signers' personal information with care. Practical habits for the personal details in documents you send for signature: collect only what you need, limit access, and tell signers what is recorded.
Signing authority inside your organisation: setting up approvers. Set up who in your organisation reviews and signs off documents: approvers before or after signing, signing order, and workspace roles for a clear chain.
Handing a signed deal from sales to operations. How a sales team can close a deal and hand it to delivery with every detail operations needs, so nobody rings the new client to ask the same questions twice.

Using SignAndGo

Help centre: common tasks. Step-by-step answers to the tasks people ask about most: a first envelope, saving a template, signing order, reminders and finding a signed copy.
Adding a witness or second person to an envelope. How to include a witness or other second person in a SignAndGo envelope using signing order and fields, and what to confirm with your adviser before you do.
Collecting details with fillable fields. Use text, tick box, Yes/No, date and upload fields to collect details from signers inside the document, instead of a separate form and a follow-up email.
AI contract summaries and version compare. How SignAndGo's AI gives a plain-language summary of a contract's key terms and compares two versions, plus signer summaries and help writing your message.
Copying people in: keeping others informed without asking them to sign. When to copy someone in rather than make them a signer or approver, and how copied people keep payroll, partners and clients informed without extra steps.
Two-step sign-in: an extra lock on your account. What two-step sign-in adds to a SignAndGo account, how to turn it on with an authenticator app, and how a team can encourage everyone to use it.
When a signer declines: reading the reason and getting back on track. Why signers decline, how SignAndGo shows you their reason, and the steps for fixing the document and sending a fresh envelope without losing the thread.
Completion certificates: what you get when everyone has signed. What arrives when the last person signs: the finished document, the completion certificate, the verification ID and the audit trail kept with the envelope.
Review-only envelopes: when you need an acknowledgement, not a signature. Send a policy, notice or handbook for review only: the recipient reads it and confirms receipt, with no signature, and you can see who has and hasn't.
Verification IDs: how anyone can check a signed document. Every document signed with SignAndGo carries a verification ID. Here is where to find it, how anyone can check it online, and what the check shows them.
Sending several documents in one envelope. How to bundle several PDF or Word documents into one envelope, place fields across them, and give each signer a single link for the whole pack.
Collecting files and answers while people sign. Use file upload, Yes/No choice, tick box and text fields to collect attachments and answers while people sign, instead of chasing them by email afterwards.
Building templates from the documents you already use. Turn the documents your business sends again and again into templates, with signer roles and fields placed once, shared with your team or kept private.
How to sign a PDF online. Step by step: upload a PDF, place signature and date fields, send it to the people who need to sign, and get the completed copy back by email.
How to get a contract signed when nobody is in the same room. Getting a contract signed when the parties are in different towns, time zones or countries: preparing it, the order of signing, follow-up and the finished copy.
Sending a document to many people. Options when one document has to reach many people: one envelope with several signers, a template reused for each person, or the API for larger runs.
Setting up reminders so documents come back on time. Use manual and automatic reminders in SignAndGo to get documents back on time without chasing, with tips on timing, wording and when to pick up the phone.
How long to keep signed documents, and where the copies go. Set a sensible keeping period for signed agreements, decide who holds the master copy, and know what each finished envelope gives you to file away.
Tracking where each envelope is up to. Read envelope status at a glance, spot which signer is holding things up, and decide when to send a reminder or follow up a declined document.
What the audit trail records, and how to read it. What SignAndGo writes into each envelope's audit trail, how it differs from the completion certificate and verification ID, and when you would use each one.
Using Yes or No choices and tick boxes well. When to use a Yes or No choice, a tick box, a text field or a file upload in a document, with examples from NZ forms and tips for clear, unambiguous answers.
Getting a signature when the person is with you. When a customer is standing at your counter or on site with you, send the envelope to their own phone and have it signed before they leave. Here is the routine.
Good security habits for sending documents. Habits that keep signed documents safe: two-step sign-in, sensible workspace roles, private templates, checked addresses and spotting fake signing emails.
Setting up your workspace in the first week. A day-by-day plan for your first week with SignAndGo: admins and roles, two-step protection, your first templates, Xero and your first real envelopes.
Templates or one-off envelopes: when to use which. When a document deserves a reusable template and when a one-off envelope is quicker, with signs to watch for and tips on naming roles and sharing.
Adding an approver before or after signing. When to put an approver at the start of an envelope and when at the end, with NZ examples, and how approvals appear in the audit trail.

By industry

How different industries use SignAndGo. How different New Zealand industries use SignAndGo, from accounting and property to trades, health, horticulture and community groups, and what each sets up.
E-signing for New Zealand accounting practices. Engagement letters, annual accounts sign-off and director resolutions: how New Zealand accounting practices send client documents for signature in SignAndGo.
E-signing for real estate agents. How New Zealand real estate agents send agency agreements, offers and vendor paperwork for signature, with every party tracked in one envelope.
E-signing for barristers' and solicitors' practices. How barristers and solicitors in New Zealand send engagement letters, client authorities and settlement paperwork for signature with a full record.
E-signing for clinics and allied health practices. How New Zealand clinics, physios and allied health practices send intake forms, treatment consents and staff paperwork for signature before appointments.
E-signing for financial advisers. How New Zealand financial advisers and mortgage advisers send client agreements, authorities and KiwiSaver paperwork for signature without chasing paper.
E-signing across a construction job. An overview of how New Zealand builders, trades and project managers use SignAndGo across a job, from quote acceptance to handover sign-off.
E-signing for property managers. How New Zealand property managers send tenancy agreements, landlord authorities and inspection reports for signature across a busy rent roll.
E-signing for farms, orchards and seasonal staff. How New Zealand farms, orchards and packhouses send seasonal employment agreements, tax forms and inductions to staff who sign on their phones.
E-signing for tourism and hospitality operators. How New Zealand cafes, hotels, tour operators and venues send staff agreements, group bookings and supplier contracts for signature between shifts.
E-signing for charities and incorporated societies. How New Zealand charities, clubs and incorporated societies get committee resolutions, volunteer agreements and funding paperwork signed between meetings.
E-signing for schools, early childhood centres and tutors. How New Zealand schools, early childhood centres and tutoring providers send enrolment forms, trip permissions and staff agreements to parents and staff.
Tenancy paperwork, from application to move-in day. A plan for property managers and landlords: application, tenancy agreement, house rules and the move-in inspection, each sent for signature.
E-signing for electricians, plumbers and other trades. How sparkies, plumbers, builders' trades and other tradies get job authorities, site sign-offs and apprentice paperwork signed from the van or the office.
E-signing for gyms, fitness studios and personal trainers. Membership agreements, health questionnaires and personal training packages, signed before a new member's first class instead of on a clipboard at reception.
E-signing for veterinary clinics. Consent for surgery and anaesthetic, treatment estimates and boarding forms, sent to pet owners and farmers so they are signed before the animal arrives.
E-signing for event organisers. Stallholder agreements, performer bookings, venue hire and crew paperwork for festivals, markets and conferences, collected well before the gates open.
E-signing for IT and managed service providers. Managed service agreements, client onboarding, access authorities and change approvals for New Zealand IT providers, signed and tracked in one place.

Connecting your tools

Connecting SignAndGo to your other tools. The ways SignAndGo connects to the tools you already use: Xero filing and contacts, your AI assistant, and the API and webhooks for your own systems.
Using SignAndGo with Xero. How New Zealand businesses connect SignAndGo to Xero so signed documents file automatically and signers become Xero contacts, with tips for practices.
Connecting your AI assistant to SignAndGo. How connecting your AI assistant to SignAndGo works: checking envelope status and sending documents by asking, with sensible habits for teams that use it.
Filing signed documents into Xero automatically. How to connect Xero so every fully signed envelope is filed there automatically, and how adding signers as Xero contacts works alongside it.
The SignAndGo API and webhooks: an overview. What the SignAndGo API and webhooks let your own systems do: create and send envelopes, hear when their status changes, and collect signed documents.
Building SignAndGo into your own systems. Plan an integration with the SignAndGo API and webhooks: what to automate first, how to map your records to envelopes, and what to test before going live.

Buyer's guides

Choosing e-signing for a practice that runs on Xero. What a practice that runs on Xero should test before choosing an e-signing tool: filing to Xero, contacts, client experience, templates and team controls.
Security questions to ask any e-signing provider. A checklist of security and record-keeping questions for New Zealand businesses comparing e-signing providers, and how SignAndGo answers each one.
Where e-signing is heading for New Zealand businesses. The shifts changing how New Zealand businesses send and sign paperwork: AI summaries, connected accounting, phone-first signers and checkable records.
Moving your templates and contacts from another e-signing tool. How to move from one e-signing tool to another without losing work: rebuilding templates, handling contacts, finishing envelopes in flight and archiving old records.
E-signing inside a business suite, or a standalone tool? Should signing live inside a wider software suite or in a dedicated tool? The questions a New Zealand team should ask before deciding either way.
Signing order, approvers and witnesses: what to look for. What to check in any e-signing tool when paperwork involves several people: sequential or parallel signing, approvers, copies, and where witnessing fits.
From email attachments to e-signing: paperwork for a growing team. When printing, signing and scanning attachments stops working for a growing NZ team, and how to move the paperwork onto e-signing without disruption.
Choosing e-signing software for a New Zealand business. A practical checklist for New Zealand businesses comparing e-signing tools: signer experience, workflow, records, team controls, connections and support.
Signer experience: what to test before you choose. A hands-on test script for the signer's side of any e-signing tool: the email, the phone view, fields, declining, reminders and the finished copy.
PDF editors and e-signing tools: when you need which. A PDF editor changes documents; an e-signing tool runs the signing. How to tell which job you have, and how the two can work together in a NZ office.
Sending documents to signers overseas. How to get documents signed by people outside New Zealand: time zones, clear messages, reminders, phone signing and reading the audit trail afterwards.