Create, manage & sign contracts

Contracts in Univents can be created directly inside an event, filled with free-form text, and then sent by email to customers or partners for electronic signature. The entire process — from draft to signed PDF — is handled centrally within the event.

Creating a contract

Contracts are managed in the document list of an event. Open the relevant event and switch to the Documents tab. Click the Document button in the top-right corner and select Contract from the dropdown menu.

1. The Create new contract dialog opens. Choose a saved template from the list, or leave the selection on Blank (no template) — the content can be entered manually at any time.
2. Click Create contract. The editor opens immediately.

The contract starts with the status Draft.

Editing a contract and inserting placeholders

The editor works like a simple text document. Click into the content area and start typing. The title can be edited in the Contract title field at the top.

Placeholders are available for recurring fields:

1. Click Insert placeholder in the toolbar.
2. Select one of the available entries, e.g. {{Customer name}}, {{Event date}}, or {{Total amount}}.
3. The placeholder is inserted at the current cursor position.

Changes are saved automatically. To capture the current state manually at any point, click Save snapshot (located below the recipients section) to create an immutable version.

Adding recipients

Before a contract can be sent for signature, at least one signatory must be added.

1. A search field appears in the Recipients section below the title.
2. Type the name or email address of a contact or team member and select the matching entry.
3. To add yourself as a signatory, click the Myself button.
4. Each recipient is assigned a role. The default role is Signer — they receive a personal signature link. Recipients with the CC role receive an informational email without a signature link.
5. Recipients can be removed using the X icon.

Sending a contract for signature

Once the contract has content and at least one signatory is listed, the Request signature button in the top-right corner becomes active.

1. Click Request signature.
2. The Send for signature dialog shows a summary of the recipients. Click Send.
3. Each signatory receives a personalised email with a signature link valid for 30 days. From there, the contract can be read and signed electronically using OTP verification.
4. The contract status changes to Sent. Once all signatories have signed, it changes to Signed.

When the status is Signed, a Download PDF button appears in the editor.

Versions and audit trail

Univents automatically saves snapshots at key points (before sending, after all signatures are complete). Additional snapshots can be created manually using Save snapshot.

The collapsible Versions (n) section in the editor shows the last five entries. Click View content to read the saved state of a snapshot. Click View all versions to open the full history.

The Audit trail directly below logs all security-relevant events: email sent, OTP code verified, signature added, status changes, and more. For fully signed contracts, the audit trail is expanded by default.

Managing templates

Frequently used contract texts can be saved as templates and reused when creating any new contract.

Creating a template from an existing contract:

1. Open the document list of the event and click the context menu on the contract card.
2. Select Save as template.
3. Enter a name (e.g. "Standard Catering Contract") and click Save.

Recipients, signatures, and filled placeholder values are not carried over — only the raw content.

Managing templates: Under Settings > Contract templates you will find all saved templates. Click the name directly to rename it inline. Use the trash icon to delete a template — existing contracts created from it are not affected.

Frequently asked questions

Can I still edit a contract that has already been sent? No. Once a contract has been sent, the content is locked. If a change is needed, the signatory can request a revision from the signature portal — the status then changes to Revision requested, and the editor becomes editable again.

What happens to an archived contract? Archived contracts are read-only. Content, recipients, and the send function are all disabled. A contract can be restored at any time via the context menu in the document list.

Are the signatures legally valid? Yes. The signature process uses OTP verification by email and records the IP address, user agent, and timestamp — this meets the requirements for a simple electronic signature under eIDAS (Art. 3 No. 10).

What does "Consent text fixed" mean in the audit trail? Before each signature, the consent text that was valid at the time of signing is saved as an immutable snapshot. This ensures it is always possible to prove exactly which text the signatory saw.