Signers and staff are told at every step

What moves

Signers get an invitation, reminders, a sign-in code and their signed copy by e-mail. Staff are told in the bell and by e-mail when a contract needs approval, is approved, rejected, signed, expiring, expired or ended, when a request is completed, declined, expired or withdrawn, and when an obligation is due or overdue.

Before you start

• Contracts in your plan (Notifications is held by every workspace)

Step by step

1. SystemContracts & E-Signature

   Sends a signer's invitation, or finds a contract 30 days from its end.

   You see:One message or alert is recorded for that step.

2. SystemNotification Centre

   Delivers it to the signer's address, or to the owner, the approvers or the person responsible.

   You see:The person sees it in the bell and by e-mail as their preferences say; a sign-in code is never held back and never kept in the message list.

Related

• Contracts & E-Signature
• Notification Centre
• The counterparty is a customer or supplier from Parties
• A contract is approved through Accounting's approval chain
• An accepted quote becomes a draft contract
• A signer who has not signed is chased and, if needed, replaced
• An award letter is signed through Contracts
• Connections between modules