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File Signed Staff Agreements

File signed staff agreements with their completion certificates

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File a signed staff agreement and signing proof
Reads
  • Staff signing details
    Staff signing details

    Your completed agreement supplies the employee ID, agreement type, signer, and envelope ID.

  • Signed agreement PDF
    Signed agreement PDF

    Your finished agreement PDF is the copy the people team needs in the employee file.

  • Signing certificate PDF
    Signing certificate PDF

    Your completion certificate proves the agreement finished signing and stays beside the signed copy.

  • Employee agreement folder
    Employee agreement folder

    Your employee folder identifies the staff member and holds their restricted final agreements.

  • Filing settings
    Filing settings

    You choose the restricted folder, file names, and people team address before signing finishes.

Agreement workspace
Agreement workspace

Your agreement workspace reports completed signings and holds the employee folders where final PDFs belong.

Is the employee match or agreement type uncertain?YesNo
Email the people team the matching problem
Writes
  • Filing issue email
    Filing issue email

    Your people team gets the envelope ID and the exact reason filing needs review.

Is the signed PDF or signing certificate missing?YesNo
Email the people team which PDF is missing
Writes
  • Filing issue email
    Filing issue email

    Your people team gets the envelope ID and the exact reason filing needs review.

Are both PDFs for this envelope already filed?YesNo
Verify both files and email their existing locations
Writes
  • Signed agreement location
    Signed agreement location

    Your signed agreement sits in the matched employee's restricted final agreements folder.

  • Signing certificate location
    Signing certificate location

    Your completion certificate sits beside the signed agreement in that restricted folder.

  • File location email
    File location email

    Your people team gets both restricted file locations and the envelope ID.

Save both PDFs and email their locations
Writes
  • Signed agreement location
    Signed agreement location

    Your signed agreement sits in the matched employee's restricted final agreements folder.

  • Signing certificate location
    Signing certificate location

    Your completion certificate sits beside the signed agreement in that restricted folder.

  • File location email
    File location email

    Your people team gets both restricted file locations and the envelope ID.

This Agent starts when a staff agreement finishes signing. It checks the employee match, then files the signed PDF and completion certificate. Your people team receives both file locations by email.

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Zoom
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Microsoft Office 365
Used as:
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Made for your industry

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

Made for your role

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

Made for your department

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

How File Signed Staff Agreements works

4 steps, in order, on every run.

  1. Find the Employee FolderFind the agreement folder using the employee ID on the completed agreement. Compare the folder's employee details with the signer.
  2. Check the Agreement and FilesConfirm the agreement type and both PDFs. Hold uncertain matches or missing documents for your people team to review.
  3. File Both Final PDFsSave the signed agreement and completion certificate separately in the employee's restricted final agreements folder. Include the envelope ID in both names, or use existing verified files.
  4. Email Both File LocationsEmail your people team both file locations and the agreement details. Report any unfinished save or email so they know what remains.

How to Get Started

Connect your tools

Connect the tools you already use, such as Zoom or Microsoft Office 365.

2 tools
Set your rules
  • Create a restricted final-agreements folder for each employee in the agreement workspace, indexed by a unique employee ID; give only the authorized people team access.
  • Require staff signing envelopes to carry the employee ID and agreement type, and designate the people team email address and the naming rule for final PDFs.
  • Enable completed-envelope delivery with the signed documents and certificate of completion, and give the Agent access to the agreement folders and the workspace's email action.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the File Signed Staff Agreements:

What do I need to set up before filing?

Create a restricted final agreements folder for each employee, indexed by a unique employee ID. Choose the file naming rule and people team email address.

Can it file a signed employment agreement?

Yes. Add the employee ID and agreement type to the signing envelope. The same setup covers signed arbitration and severance agreements.

What if the employee match or a PDF is missing?

Your people team gets the envelope ID and the exact issue. The Agent leaves the agreement unfiled while they review the match or recover the PDF.

Will it file the same agreement twice?

No. If files for that envelope already exist, the Agent verifies them and emails your people team their existing locations.

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.

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