Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Handle one-off signature requests and return each requester's view link.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Check current signer roles before sending an approved renewal.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
Turn approved contract emails into manager signing invitations.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Turn emailed final agreements into signature requests.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Remove listed matter team members and report access needing review.
You get a clear account of who was removed from your private Slack channel and whose access still needs review after a project closes.
Match named signers and post signature request links to contract tickets.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Assign requesters a task when their signed authority form is missing.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
Keep document review handoffs supplied with current files.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Create signature requests from approved PDFs and log signer links.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
Route approved agreements for signature and report the first link.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Send approved legal agreements and log failed invitations.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Send approved contracts for signature and record the request on the task.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.