Attach the right files to your review packet. Every one is ready to run, and you can adjust it in plain language.
Send 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.
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 approved agreements and post the first signer's link.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Move approved agreements from reviewer emails to signature invitations.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.
Route approved agreements to every named signer.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
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.
Send 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.