Add an agreement signed somewhere else

Already have a signed agreement from another e-signature tool, or on paper? Keep it on the referral.

1. Open the referral, go to Documents and choose Upload PDF.
2. Pick the file (up to 25 MB), give it a title, and choose Save to Referral.
3. If it's fully signed, choose Mark Executed. This ticks the "Executed Referral Agreement Attached" step.

If the PDF still needs signatures, choose Add Signatures instead to place signature boxes and send it.