Agents help Contract Administrators keep agreements and records in order.
File executed supplier agreements on their purchase tasks.
Your purchase task has the signed supplier agreement beside a completed signature step, ready for your team to move ahead.
Collect linked contract destinations in a CSV for review.
Get a clean list of web links beside every new PDF in your shared folder, including addresses hidden behind clickable text.
Store executed confidentiality agreements with their signing certificates.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
Link signed operating or partnership agreements to the right company.
Your signed operating or partnership agreement stays with the right company, alongside its signing certificate and links for the owner.
File missing certificates beside signed agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
File completed agreement links on their matching purchase tasks.
Your team can open completed agreements from purchase tasks, even when those tasks started without links.
Connect each revised contract to its earlier approval and pending review.
Your contract manager gets a fresh approval review for changed terms, with the earlier decision linked and signing on hold.
Record signature request links on the right client cases.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Save the signature request and signer links beside the agreement.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
Send the approved agreement and record which version went to signers.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Send approved contracts for signature and file signed copies with proof.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Match contract signers to fields before sending for signature.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.