Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
File each signed agreement with its matching signing record.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
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.
Send final agreements for signature and confirm the request ID.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Send approved agreements and link each signing request to its ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
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.
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.
Send approved contracts for signature and record each result.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Turn approved Word agreements into signing requests with assigned fields.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Send approved contracts to signers and note the request on the sales deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Send final contract PDFs for signature and share invitation links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved contract PDFs for signature and return signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
File executed agreements and their signing logs together.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.