Platform overview

AGREEMENTS

Send the paperwork and keep its history together.

Prepare an agreement, route it to the right person for review and signature, and keep the resulting record in the workspace.

IN THE WORKSPACE
  • Agreement preparation
  • Recipient access
  • Electronic signatures
  • Status and history

HOW THE WORK MOVES

From first action to a usable record.

01

Prepare

Choose the agreement and recipient.

02

Review and sign

The recipient opens the agreement through the authorized signing flow.

03

Retain

The completed document and its history remain connected to the workspace.

CLEAR BY ROLE

The right view for each person.

EMPLOYEE

Open assigned paperwork and review the agreement presented to you.

ADMIN

Prepare and send agreements, monitor their status, and return to the completed record.