Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Find signed agreements missing proof in final files.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
Check 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.
Send the approved agreement and log the request on its handoff task.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Move approved agreements to signature and notify the document owner.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
Send each approved agreement to its assigned signers.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.