Prepare
Choose the agreement and recipient.
AGREEMENTS
Prepare an agreement, route it to the right person for review and signature, and keep the resulting record in the workspace.
HOW THE WORK MOVES
Choose the agreement and recipient.
The recipient opens the agreement through the authorized signing flow.
The completed document and its history remain connected to the workspace.
CLEAR BY ROLE
Open assigned paperwork and review the agreement presented to you.
Prepare and send agreements, monitor their status, and return to the completed record.
KEEP EXPLORING