Signing & transactions

GoPaperless eContract

Plan agreement workflows, responsibilities and contract lifecycle.

Start with the use case

Identify the drafting, approval and signing roles and the expected agreement outcome. Connect the business system managing contract content and data with the relevant service. The responsible legal team should confirm rules applicable to the specific use case.

Service overview
Workflow responsibilities
Agreement test planning

Clarify before implementation

  1. Who drafts, approves and has authority to sign?
  2. Where are templates and agreement data managed?
  3. How are evidence, retention and retrieval organised?

Prepare a system diagram, a representative case and technical contacts. Confirm capabilities, prerequisites and applicable versions with the implementation team.

Source document

Confirm version and scope with the implementation team before use.

Next step

Where does your project begin?

Share your current systems and intended outcomes to plan the next integration step.

Discuss your project