Contract files and signed copies are kept in Documents

What moves

The text of each version, the signed PDF and the certificate are filed in Documents, and the signed copy is kept under legal hold. A file chosen from Documents is opened as the person sending it.

Before you start

• Contracts and Documents in your plan

Step by step

1. RequesterContracts & E-Signature

   Files a version of the contract from Documents, or sends a PDF chosen there.

   You see:The version is recorded with the file's fingerprint.

2. SystemContracts & E-Signature

   When the last person signs, files the signed PDF and the certificate in a restricted workspace called Signed contracts.

   You see:Both files appear in Documents under legal hold, once, even if the step is retried.

3. Legal managerDocument Management

   Opens the signed copy from the contract's Signatures tab.

   You see:The file downloads; it is not deleted by the retention sweep.

Related

• Contracts & E-Signature
• Document Management
• Customers sign Sales quotes through Contracts
• Finished PDFs are sealed with your company certificate
• Job contracts and subcontracts are signed through Contracts
• A signer who has not signed is chased and, if needed, replaced
• An award letter is signed through Contracts
• Connections between modules