Pair signed PDFs with audit certificates in final agreements
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Your signed agreement PDF arrives in the export folder with its envelope ID in the filename.
Your envelope details show whether signing finished and which signer represents the client.
Your completed envelope includes the audit certificate that belongs with this agreement.
Your setup list pairs each client signer email with one final-agreements folder.
Your client's final folder may already hold one or both PDFs for this envelope ID.
Your setup names the agreement owner who should receive both file links.
Your shared drive flags new exports and lets the Agent download each PDF with its filename.
Your signing service confirms the completed signing and supplies its matching completion certificate.
Your cloud file storage service holds both final PDFs, creates view links, and emails sharing invitations to the owner.
Your owner can open the signed agreement in the client's final folder through this link.
Your owner can open the matching completion certificate through this link.
Your agreement owner receives an email invitation for each of the two final files.
Your client's final folder holds the signed copy under a filename with its envelope ID.
Your client's final folder holds the matching certificate beside the signed copy.
Your owner can open the signed agreement in the client's final folder through this link.
Your owner can open the matching completion certificate through this link.
Your agreement owner receives an email invitation for each of the two final files.
This Agent waits for a signed agreement PDF in your shared export folder. It confirms the completed envelope and client, then downloads the audit certificate. It files both PDFs and sends the owner links.
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Google Drive flags new exports and lets the Agent download each PDF with its filename.
Google Drive confirms the completed signing and supplies its matching completion certificate.
Google Drive holds both final PDFs, creates view links, and emails sharing invitations to the owner.
Google Contacts flags new exports and lets the Agent download each PDF with its filename.
Google Contacts confirms the completed signing and supplies its matching completion certificate.
Google Contacts holds both final PDFs, creates view links, and emails sharing invitations to the owner.
Docusign confirms the completed signing and supplies its matching completion certificate.
Microsoft Office 365 flags new exports and lets the Agent download each PDF with its filename.
Microsoft Office 365 holds both final PDFs, creates view links, and emails sharing invitations to the owner.
Box flags new exports and lets the Agent download each PDF with its filename.
Box confirms the completed signing and supplies its matching completion certificate.
File Signed Agreements is made for businesses in these industries.
Keep signed consulting agreements and audit pages together for each client.
Show all Agents for the Consulting industryKeep client service agreements and signing proof together for each account.
Show all Agents for the Staffing and Recruiting industryFile signed client agreements and audit pages in the right client folder.
Show all Agents for the Financial Services industryFile signed representation agreements with signing proof for each client.
Show all Agents for the Real Estate industryPair signed client engagement agreements with their audit pages.
Show all Agents for the Legal Services industryKeep signed management agreements and audit pages in each owner's folder.
Show all Agents for the Property Management industryKeep signed policyholder agreements with their matching audit pages.
Show all Agents for the Insurance industryFile signed engagement letters with proof in each client's final folder.
Show all Agents for the Accounting and Bookkeeping industryFile Signed Agreements is made for people in these roles.
Place signed PDFs and their audit pages in the right client files.
Show all Agents for the Document Controller roleFile each signed agreement beside its matching signing certificate.
Show all Agents for the Contract Administrator roleFile completed agreements with their audit pages for the legal team.
Show all Agents for the Legal Operations Specialist roleKeep completed client contracts and signing proof together.
Show all Agents for the Contract Manager roleKeep signed client agreements and audit pages easy to find.
Show all Agents for the Legal Administrator roleFile signed client agreements with their audit pages in client files.
Show all Agents for the Paralegal roleFile Signed Agreements is made for people in these departments.
Give agreement owners links to signed copies and their audit pages.
Show all Agents for the Client Services departmentKeep signed client agreements and audit pages in each client's final folder.
Show all Agents for the Legal departmentPair exported signed PDFs with audit pages in final agreement folders.
Show all Agents for the Document Control departmentKeep each signed contract with its audit page in final agreement files.
Show all Agents for the Contract Management department4 steps, in order, on every run.
Connect the tools you already use, such as Google Drive, Google Contacts or Docusign.
5 toolsUse safe mode to approve every result before it goes out, or let the Agent run automatically.
Frequently asked questions about the File Signed Agreements:
You choose both folders, the client signer role, and the owner email. Provide a client email-to-folder list and PDFs named with envelope IDs. Authorize access to the signing service and folders.
The owner reviews the PDF in your export folder. The Agent holds it there if the envelope is incomplete or the signer lacks one clear match.
The Agent checks the client's folder for files with the same envelope ID. If both PDFs already exist, the owner gets links to those files.
The owner gets links only after both PDFs are in the final folder. The Agent retries a missing certificate or failed upload.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.