Signatures
Documents sent to the other party to sign electronically, and who may sign them for the company.
10 steps · 3 questions · 2 screens on this shelf
The screens on this shelf
Workspace
E-Signature
Contracts, orders and agreements sent to the other party to sign, and how far each one has got. One is sent from the document itself; the signed copy comes back onto the record with a certificate of who signed it and when.
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Workspace
Signing Authority
Who may sign these documents on behalf of the company, and up to what value. The authority comes from a role; the limits are set under Platform.
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Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.