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How to Add Signatories to an Agreement
Signatories can be added to an agreement while the document is still in Pending status. This allows you to specify who are required to sign the document. S...
Mon, 17 Aug, 2026 at 6:40 PM
How to Share a Document for Signing
Follow the steps below to send an agreement to the signatories for signing: Log in to the system. From the Modules menu, click Agreements. The Agreement...
Wed, 19 Aug, 2026 at 6:02 PM
How to Review a Document
Follow the steps below: The assigned reviewer(s) will receive an email notifying them that a document is ready for review.  Read the details provided in ...
Wed, 19 Aug, 2026 at 6:32 PM
How to Sign a Document
Follow the steps below to sign a document:  The assigned signatories will receive an email notification informing them that a document is ready for sig...
Wed, 19 Aug, 2026 at 8:16 PM