Product tutorial
Upload an agreement PDF and download it for review
Upload a finished agreement PDF, reopen the saved draft and download the original for review. These edited examples leave the agreement not finalized; PDF pages, finalization, assignment and Contractor acceptance are not shown.
Earlier interface shown.
Desktop Mobile
Steps you can read
- Upload the finished PDF
In your Company, open Agreements, select Upload agreement and upload a finished PDF. The original stays unchanged. If a signature is required, the assigned person later uses Review and sign to sign their own copy.
- Name the agreement
Enter Agreement name and choose Agreement PDF. This example uploads service-agreement.pdf as Independent services agreement.
- Check who must accept
Check who the agreement applies to and whether the Contractor must accept this exact version. This example keeps Contractor and the exact-version acceptance requirement selected.
- Wait for the saved draft
Select Upload agreement. Wait for the file check and Agreement draft saved. A file still being checked is not yet ready. The mobile video cuts from the upload to the saved draft, omitting the intervening wait, file-check completion and navigation; the written steps cover them.
- Reopen the draft
Return to Agreements, select Drafts, and use View agreement to reopen the saved title.
- Download the original
Select Review agreement PDF to download the same uploaded source. Open it in your own PDF reader to check its contents before finalizing; PDF pages are not shown in this video.
- Check its draft status
After reloading, verify the title and Not finalized status. Uploading and downloading do not finalize, assign or record Contractor acceptance.
Read the transcript
Open Agreements, then Upload agreement.
Name it and choose your finished PDF.
Check who must accept this version.
Wait for the file check to finish.
Your agreement is saved as a draft.
Open Drafts, then View agreement.
Download the original for review.
The draft is not finalized.
Finalizing and acceptance are separate.
Upload the agreement
Open Agreements and choose Upload agreement. Add the finished PDF you want the Contractor to review, give it a clear name, and choose whether completion is required. The signature requirement is a separate choice before assignment.
Friday Falcon is not a law firm and does not provide legal advice. Review the agreement carefully and consider qualified counsel for your situation.
Review the exact PDF
Open the uploaded agreement and confirm that the PDF reflects the intended terms. It is not ready to assign until you finalize it.
Finalize agreement
- Open the agreement detail.
- Review the PDF and version number.
- Complete the required review confirmation.
- Choose Finalize agreement.
Finalizing creates the version that is Ready to assign. It preserves the exact file and terms used for later assignments.
Assign it to a Contractor
After finalizing, choose whether this exact version requires an electronic signature. Use **Preview exact PDF** to check the source. The recommended location is a standard appended signature page. For a box in the original, select a blank, unrotated page and position the box with the pointer, arrow keys or numeric controls. Content pages are not painted over.
Review and save the requirement, then assign the version to the eligible Contractor. Assign it to each person who needs their own copy. Once assigned, change the document or signature requirement through a new version.
The Contractor sees **Review and sign** when a signature is required, or **Review and accept** for acceptance without a PDF signature. No one signs automatically.
What Friday Falcon records
Friday Falcon keeps the exact source PDF and the person, version and event time. When the person signs, it also saves their individual completed PDF, consent and signing evidence. Open **People → View profile → Agreements & documents** to find the authorized copy and history. The source stays separate and unchanged.
Encrypted PDFs and PDFs with existing cryptographic signatures cannot be modified through this signing flow. Preserve the original and obtain an appropriate unsigned, unencrypted copy if needed. Friday Falcon does not provide notarization, a trusted digital certificate or a guarantee of legal enforceability.