Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Send approved agreements for signature and give requesters a view link.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Put approved agreement PDFs before managers for online signing.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
File each signed agreement beside its matching signing certificate.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
Send approved agreements and keep each signing record current.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Send the selected agreement and log its signature request ID.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Send approved contracts to signers and confirm the request date.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.