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Send agreements for signature

Upload a document, give every signer a field, send it in order when it matters and see where each signer stands until it’s fully signed.

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Subscription_Aurelia-Family-Office.pdfSent

Subscription agreement

1
Anna Keller
2
Paul Richter
3
Leo Hartmann
0 of 3 signedSign in order

New agreement

Draft
  1. Add documents
  2. Customize
  3. Send invitations
Choose a file to uploadPDFDOCDOCXPPTPPTXUp to 10 MB
Side-letter_Aurelia.pdf2.4 MB
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Associated entity/fund · optional

Choose an entity or fund
Fund IIFund
Fund II GP S.à r.l.GP
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Three steps to send

Add the document, place a field for every signer and send the invitations.

Agreements

EntityFund II

Action required

0

Waiting for others

0

Completed

0

Waiting for othersNewest first
  • LPA amendment consentWaiting
    1 of 3 signed
  • Subscription · AureliaWaiting
    2 of 3 signed

See where every signer stands

Agreements sort by what they need next, with reminders for whoever is outstanding and templates for the next one.

Who sees which document

Any signed-in member of your organization can open Signatures, and after that it checks your relationship to every document, invitation and template.

From Draft to Fully signed
A document moves from Draft to Sent, Partially signed and Fully signed. Until then it can be cancelled, and its uploader can clone a cancelled request into a fresh draft.
A status for every signer
Pending, Sent and Viewed mean a signer has not finished. Signed is complete. Cancelled and Expired invitations can no longer be used, and reminders go only to outstanding ones.
Sent documents are read-only
Only the uploader edits recipients and fields, and only while the document is a draft. Once it is sent, it opens read-only.
Signers invited stage by stage
With Sign in order, later signers are invited only when the stage before them completes. The signed count still includes every required signer, future stages too.
Only uploader and signers open it
A document opens for its uploader or an assigned signer, and only the uploader sees invitation statuses. Invited signers use their own link, which keeps its own access check.
Files up to 10 MB
Upload PDF, DOC, DOCX, PPT or PPTX files up to 10 MB, and optionally associate each agreement with the entity or fund it belongs to.

Works with

Products that run on the same login and record.

Send your next agreement

Save your signing layout as a template, and the next agreement starts from it.

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