Verify asset versions, file agreements, attach briefs. Every one is ready to run, and you can adjust it in plain language.
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.
Move 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.
Send approved agreements for signature after checking recipients.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.