How to Complete Client Agreements and Required Forms

Modified on Fri, Jul 17 at 11:03 AM

Your client may require your company to review and sign agreements, acknowledgments, or other forms during prequalification.

Review the document

Before signing:

  • Read the complete document.

  • Confirm that the correct company and client are identified.

  • Verify that the signer is authorized to act on behalf of your company.

  • Complete all required fields.

  • Follow any instructions displayed with the document.

Forms may include safety agreements, contractor acknowledgments, compliance certifications, debarment statements, and other client-specific documents.

Complete an electronic document

  1. Log in to Appruv.

  2. Open the applicable client application.

  3. Locate the required agreement or form.

  4. Select the option to review or sign the document.

  5. Complete all required fields.

  6. Apply the authorized signature.

  7. Submit the completed document.

  8. Confirm that the requirement shows as complete.

Upload a manually signed form

If electronic signature is unavailable:

  1. Download the required form.

  2. Complete all required sections.

  3. Obtain the appropriate signature and date.

  4. Upload the complete document to the corresponding requirement.

  5. Select Save & Submit.

Important: Do not alter client agreements or submit documents with unauthorized changes. A modified agreement may require additional client review and may not be accepted.

Correcting an incomplete form

A form may be returned if it contains missing fields, missing pages, an unauthorized signature, markups, or changes to the original language. Review the comments, correct the document, and resubmit it.


Need help?

Contact Appruv Support at 888-444-5357 or submit a support request. Questions about the legal terms of an agreement may need to be directed to the client.

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