Audience: School admins who handle payment plan contracts.
Once a payment plan contract has been generated, everything you need to do with it (see who has signed, void it, regenerate it, or countersign) lives on the student's application.
Where to find a contract's signing status
In the left menu, open Payments › Applications and click the student's name. (From a contract, you can also click View Original Application under Related Information.)
Open the Underwriting tab.
Scroll to the Contract Documents panel and the Signing Status panel.
The application's Summary tab also shows Next Steps. When it's your turn, you'll see School signature required with a View contract link.
What you'll see
Contract Documents
Unexecuted Contract: the original generated document. Available as soon as the contract exists.
Partially Executed Contract: available after the student signs.
Fully Executed Contract: available after the school countersigns. Shows Not Found until then.
Signing Status
A list of signers in order, the student first and then the school admin (Institution), with each one's status: Invitation Sent while they still need to sign, and Signed with the date once they have. At the top of the panel is a Regenerate button and a badge showing whether the signing request is Active, Voided, or Sealed (fully signed).
What you can do at each stage
While someone still needs to sign
Under the row of whoever needs to sign next, you'll see the actions for that signer, including Void. Use Void when something on the contract is wrong, the student needs to redo the application, or it was sent in error. After voiding, click Regenerate to send a new one.
After the student signs
The Institution row is now waiting on your school, and the school admin listed there gets a countersign email with a direct link.
To countersign, use either path: click the link in the countersign email, or open the application's Summary tab and click View contract under Next Steps. You'll confirm your identity with a one-time code, review the contract, type your legal name, and sign.
Once you countersign, the Fully Executed Contract becomes available and the student and school each get a copy by email.
Auto-sign: If your school has auto-sign turned on, the school signature is applied automatically as soon as the student signs.
If you need to start over
Click Regenerate at the top of the Signing Status panel. This builds a fresh contract from the current application values and sends a new signing invitation. Use it after fixing anything that changes the contract terms, such as the tuition amount, schedule, or signer details.
Troubleshooting
Student didn't get the signing email or text: check the email and phone on their contact, have them check spam, then send it again.
Numbers or schedule on the contract are wrong: Void, fix the values on the application, then Regenerate.
You don't see the countersign email: go to the application's Summary tab and use View contract, and check spam in the meantime.
Fully Executed Contract still shows Not Found after both signed: wait a minute and refresh. If it's still missing after five minutes, contact Lumion Support with the application and contract numbers.