Creating a Folder and Deed for signing

Summary

1. Create a deed and folder (first if you don't have one)

2. Add and arrange guests (participants)

3. Upload your documents and add signature points

4. Guests receive email invitations

Prerequisites

Before creating a deed, make sure you have:

• An active Gayadeed account

• Sufficient DeedCredits (check your balance in Manage Group)

• A PDF document ready to upload

Step 1: Create a Folder and Deed

Deeds must be organized within dossiers (folders). If you don't have a dossier yet, create one first:

create folder and deed

1. Folders are created to organise multiple deeds

enter folder details

1. Enter the deed details:

enter deed details

Step 2: Add and arrange guests

Add New Guests

Guests you are inviting to sign the deed who have not been previously invited to your organisation will be invited.

Add Guests

Add Existing Guests

If you have repeated guests, add them to new deeds here:

Add Existing Guests

Arrange Signature Orders

Email notifications are sent to guests only if it is their turn to sign. You can drag their cards to change the signing order.

Arrange Signature Orders

Then we can create the deed.

Create Deed

Step 3: Upload your documents

You can upload multiple documents per deed.

Upload Documents

Upload documents to be signed

Add documents with signature points

Add signature points

Add the correct signature position to the documents for the relevant guest to sign.

Drag sign points

Generate document with signature points

After adding all the signature points, click on generate.

Generate document with signature points

Add documents without signature points

Some documents may not require signatures but are just for reference. You can upload these as well.

Add reference documents

Step 4:

1. Review all the deed information

2. Confirm that all guests and signature points are correct

3. Click Start to start the signature process

Start signature

After creation

Once the deed is created:

1. The deed status will be Working

2. Each signatory receives an email invitation with a link to sign

3. Guests register (if new) and complete identity verification

4. Guests sign the document at their convenience

5. When all signatures are collected, the deed status changes to Closed

6. You can download the signed document from the deed page

Deed statuses

Status	Description
Open	The deed has been created and is awaiting signatures
Closed	All signatures collected - deed is complete
Cancelled	The deed has been cancelled

You can view the status of each deed in your Dashboard and on the Dossier page.

Need more features?

Enterprise users have access to additional features such as:

• Multiple deed types (Real Estate, Contracts, Professional Orders, etc.)

• Document checklists

• Anti-Money Laundering (AML) module

• Qualified Electronic Signature (QES)

• Synchronous signing via video conference

See Enterprise Features for more information.