BYOC guide
Can you explain BYOC super simply, step by step, from purchase to signing?
Yes. Think of BYOC like a smart worksheet for your contract. You bring the contract, EEZYDOX helps turn it into fillable blocks, then everyone signs safely.
Yes. Think of BYOC like a smart worksheet for your contract. You bring the contract, EEZYDOX helps turn it into fillable blocks, then everyone signs safely.
BYOC IN VERY SIMPLE STEPS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1) BUY OR ACTIVATE BYOC 2) OPEN YOUR NEW DRAFT 3) UPLOAD PDF OR PASTE TEXT 4) WAIT WHILE AI READS IT 5) CHECK WHAT AI FOUND 6) FIX TEXT + ADD FIELDS 7) PLACE FIELDS + SIGNATURE SPOTS 8) ADD PEOPLE WHO MUST SIGN 9) (OPTIONAL) REQUEST SIGNING TRANSLATION 10) LOCK FOR SIGNING 11) COLLECT SIGNATURES 12) DOWNLOAD PROOF FILES
1. What BYOC is (kid version)
- You bring your own contract. BYOC means: not a blank template, your real document.
- The system helps you turn that document into a guided signing flow.
2. Start: purchase and draft
- Go to Marketplace and start BYOC.
- You get a draft agreement where all your work is saved.
3. Upload your contract
- Upload a PDF file (up to 25MB) or paste contract text.
- After upload, you are sent to a parsing screen with a progress bar.
4. What parsing does (and does not do)
- AI tries to find sections, names, dates, amounts, and useful fields.
- It creates a first draft so you do not start from zero.
- It is a helper, not a final judge. You must review everything.
- Internal model keys, hidden prompts, and platform secrets are not shown to users.
5. Review and fix
- Read the text and correct anything wrong or missing.
- You can add custom fields (text, date, currency, select, email, phone, address, and more).
- You can edit labels and placeholders so signers understand exactly what to fill.
- For uploaded PDF overlays, assign recipient-fillable fields to the exact party who should complete them.
6. Put things in the right place
- Place fields where they belong in the contract.
- Place signature blocks where each signer should sign.
- Use bulk selection in PDF overlay mode to assign, require, clear, or delete multiple fields at once.
- If a field or signature spot is in the wrong place, move/fix it before locking.
7. Add people and roles
- Add each party (name + email + role).
- Check that every required signer has a matching signature block.
- A wrong email means a wrong invitation, so verify carefully.
8. Translation flow (optional)
- In READY_TO_SIGN or SIGNING_IN_PROGRESS, non-owners can request a signing translation.
- The owner can generate that translation from the locked source content.
- Only one pending request is allowed at a time to avoid confusion.
9. Lock for signing
- When you lock, the platform creates an immutable revision snapshot and content hash.
- This is the legal frozen version for signing.
- If you unlock and edit later, signatures may need to be collected again.
10. Sign and finish
- Invite participants and collect signatures.
- Recipients can edit only fields assigned to them.
- Track status until all required parties sign.
- Then download Evidence Package files and Certified PDF (when status allows).
11. Common worries (quick answers)
- If AI misses something: add or edit manually before lock.
- If you uploaded wrong file: upload again and continue from the corrected draft.
- If signer cannot understand: improve labels/field names and use translation flow.
Tip: Best practice: do one final checklist before lock: right text, right fields, right signer emails, right signature spots, and right field assignees.
Important: Simple rule: edit first, lock second, sign third. Once locked, treat that version as your legal source of truth.
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