AI-Agents for Contract Coordinators in Document Filing working with Box
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 manager signature and confirm the request ID.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
10 toolsSend approved agreements with fields for each signer.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend the approved PDF to every signer and post their links.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
6 toolsCheck the approved PDF before inviting the agreement's signers.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsSend approved agreements to the signer named on each intake.
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.
10 toolsMove approved agreement PDFs from email handoff to signature request.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 tools
