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File Signed Confidentiality Agreements

File signed agreements on the right matter and notify its owner

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File a signed confidentiality agreement and notify its owner

Reads

Completed envelope notice
Completed envelope notice
The completion notice gives your Agent the envelope ID and confirms signing has finished.
Agreement type
Agreement type
Your agreement type identifies the envelope as a confidentiality agreement.
Matter ID
Matter ID
Your matter ID points to the matter where the agreement belongs.
Party legal name
Party legal name
The envelope names the client or partner that signed your agreement.
Signed agreement PDF
Signed agreement PDF
The signed PDF is the final agreement your matter owner needs.
Completion certificate
Completion certificate
The completion certificate gives your matter owner the signing evidence.
Matter and linked party
Matter and linked party
Your matter ID and linked party show whether the agreement has one clear destination.
Matter owner email
Matter owner email
Your matter owner email identifies who should receive the filing notice.
Existing filing
Existing filing
Your existing envelope ID and attachments show whether this agreement was filed already.

Signing account

Signing account

Your signing account reports completed agreements and supplies the signed PDF and certificate.

Matter register

Matter register

Your matter register holds matters and parties, stores both PDFs, and emails owners after filing.

Is a required item missing or the matter match unclear?YesNo

Ask the coordinator to resolve the missing or conflicting detail.

Writes

Filing issue for coordinator
Filing issue for coordinator
Your coordinator gets the envelope ID and the missing, conflicting, or failed item to resolve.

Has this envelope already been filed on the matter?YesNo

Stop without filing another copy or emailing the owner.

Is either PDF too large for direct upload?YesNo

Ask the coordinator to file the oversized PDF manually.

Writes

Filing issue for coordinator
Filing issue for coordinator
Your coordinator gets the envelope ID and the missing, conflicting, or failed item to resolve.

Attach both PDFs to the matter and save the envelope ID.

Writes

Signed agreement on matter
Signed agreement on matter
Your matched matter holds the signed confidentiality agreement PDF.
Certificate on matter
Certificate on matter
Your matched matter holds the completion certificate in its own attachment field.
Envelope ID on matter
Envelope ID on matter
Your matched matter records the envelope ID to prevent another filing of the same agreement.

Did either PDF fail to attach?YesNo

Tell the coordinator which PDF needs manual filing.

Writes

Filing issue for coordinator
Filing issue for coordinator
Your coordinator gets the envelope ID and the missing, conflicting, or failed item to resolve.

Confirm both PDFs, mark the matter filed, and email its owner.

Writes

Filed status
Filed status
Your matter shows the agreement as filed after both PDFs are attached.
Owner email
Owner email
Your matter owner gets a link to the matter and the names of both PDF fields.

This Agent waits for a confidentiality agreement to finish signing. It checks the matter and party match. It files the signed PDF and certificate, then emails the owner a matter link.

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Google Drive

Used as:

Signing account
Google Drive reports completed agreements and supplies the signed PDF and certificate.
Matter register
Google Drive holds matters and parties, stores both PDFs, and emails owners after filing.

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monday.com

Used as:

Signing account
monday.com reports completed agreements and supplies the signed PDF and certificate.
Matter register
monday.com holds matters and parties, stores both PDFs, and emails owners after filing.

Show all Agents working with monday.com

Zoom

Used as:

Matter register
Zoom holds matters and parties, stores both PDFs, and emails owners after filing.

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Google Contacts

Used as:

Signing account
Google Contacts reports completed agreements and supplies the signed PDF and certificate.
Matter register
Google Contacts holds matters and parties, stores both PDFs, and emails owners after filing.

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Box

Used as:

Signing account
Box reports completed agreements and supplies the signed PDF and certificate.

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Made for your industry

File Signed Confidentiality Agreements is made for businesses in these industries.

Legal Services
File completed confidentiality agreements and signing proof on client matters.
Show all Agents for the Legal Services industry

Made for your role

File Signed Confidentiality Agreements is made for people in these roles.

Contract Administrator
Store executed confidentiality agreements with their signing certificates.
Show all Agents for the Contract Administrator role
Legal Operations Specialist
Match each signed agreement to its matter and notify its owner.
Show all Agents for the Legal Operations Specialist role
Legal Administrator
Keep signed confidentiality agreements and certificates on the right matter.
Show all Agents for the Legal Administrator role
Paralegal
Put final confidentiality agreements on the right client matter.
Show all Agents for the Paralegal role
Records Manager
File each signed agreement and its certificate under one matter.
Show all Agents for the Records Manager role
Attorney
Give attorneys a matter link to signed agreements and signing proof.
Show all Agents for the Attorney role

Made for your department

File Signed Confidentiality Agreements is made for people in these departments.

Legal
File signed confidentiality agreements on verified client matters.
Show all Agents for the Legal department
Contract Management
Keep signed agreements and signing certificates together on each matter.
Show all Agents for the Contract Management department
Records Management
Store the executed copy and signing proof under the correct matter.
Show all Agents for the Records Management department

How File Signed Confidentiality Agreements works

5 steps, in order, on every run.

Read the signed agreementGet the completed envelope's matter ID and party name. Download the signed PDF and completion certificate.
Match the matter and partyFind the matter by its unique ID and compare its linked party. Hold missing or conflicting matches for the legal operations coordinator.
Check for an earlier filingCompare the envelope ID with the matter's filed record. Skip another upload or owner email when that envelope is already filed.
File both PDFs on the matterAttach the signed agreement and certificate in separate fields. Record the envelope ID when both uploads succeed.
Notify the matter ownerConfirm both PDFs are attached, then mark the matter filed. Trigger the owner's email with the matter link and both PDF field names.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, monday.com or Zoom.

5 tools

Set your rules

Choose the signing account and subscribe to completed-envelope notifications.
Require a confidentiality-agreement type, a unique matter ID, and the client or partner's legal name in each signing envelope before it is sent.
Set up a matter register with unique matter IDs, linked client or partner entries, a legal name, an owner email, separate signed-agreement and certificate attachment fields, an envelope ID, and a filing status.
Set up the matter register's filed-status email to the matter owner with the matter link and the names of both PDF fields; use a direct attachment upload for PDFs within its file-size limit.

Launch the Agent

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FAQs

Frequently asked questions about the File Signed Confidentiality Agreements:

What do I need to set up before filing starts?

Choose the signing account and require an agreement type, matter ID, and party name on envelopes. Keep linked parties, owner emails, and two PDF fields in your matter register.

What if the matter or party does not match?

Your legal operations coordinator reviews the envelope ID and conflicting details. The matter stays unfiled until they resolve the match.

Will the owner get another email for the same envelope?

No. The Agent skips another upload and owner email when the matter already records that envelope ID.

What if a PDF is missing or too large?

Your legal operations coordinator gets the envelope ID and the file needing attention. They can supply a missing PDF or place a large one manually.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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