Workflows & examples

1. Send a contract for signature

1. From a finalized contract (Contract Management or CRM), choose Send for signature — or start fresh in E-Signatures → New.
2. Add the counterparty and your signer, set the order, and place fields.
3. Send; both parties sign from their devices.
4. The completed PDF is stored in Documents and linked back to the contract.

2. Chase down pending signatures

1. Open E-Signatures → All and filter to sent/viewed but not signed.
2. The Signature Steward has already flagged slow signers.
3. Resend reminders or escalate; watch requests move to completed.

3. Collect a policy acknowledgment from the whole company

1. Build one request in E-Signatures → New with a signature + date field.
2. Add the full employee list and use bulk scheduling.
3. Track completion in Reports; expired or declined ones stand out for follow-up.