DOCUMENT WORKFLOWS / SIGN

Keep document requests organised.

Prepare private document requests, collect email-linked typed signatures and download the signing records for your files.

Public beta · Start with 3 active users and 1 app on the Free plan.

THE EVERYDAY WORKFLOW

From the first action
to the next step.

Private document requests, email-linked typed signatures and downloadable signing records.

Prepare the request

Private document requests

Collect the signature

Email-linked typed signatures

Download the record

Downloadable signing records

A SHARED FOUNDATION

One app. Part of a wider workspace.

Introduce the tools your team needs, with a familiar place to access and manage them.

WORKSPACE

Keep access familiar

Open Sign alongside your other installed apps using your workspace account.

PEOPLE

Define responsibilities

Use workspace roles and permissions to manage access to tools and actions.

CHOICE

Build at your own pace

Start with a focused use case. Add other apps as your team identifies a need, subject to your plan.

BEFORE YOU ROLL OUT

Evaluate the details
that matter to your team.

Bring a real workflow to the conversation.

Discuss your team size, the information you need to manage and who should have access. If you are moving from another tool, include your migration and integration requirements so that the scope can be reviewed.

For regulated or contractual workflows, confirm your specific legal, data and retention requirements before adopting the app.

Talk through your use case →

Find the right tools for your team.

Explore the rest of the suite or review the available plans.

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