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.
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.
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 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.
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.
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 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.
Assign signer fields and send approved agreement PDFs.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
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.