If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

• File upload: PDF, DOCX
• URL: Link to a document in ~~cloud storage or ~~CLM
• Reference: "The Acme Corp MSA we finalized yesterday"

• Document is in final, agreed form (no open redlines)
• All exhibits and schedules are attached
• Correct legal entity names on signature blocks
• Dates are correct or left blank for execution date
• Signature blocks match the authorized signers
• Any required internal approvals have been obtained
• Document has been reviewed by appropriate counsel

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• Signers: Who needs to sign? (names, emails, titles)
• Signing order: Sequential or parallel?
• Internal approval: Does anyone need to approve before the counterparty signs?
• CC recipients: Who should receive a copy of the executed document?

• Create the signature envelope/request
• Set signing fields and order
• Add any required initials or date fields
• Send for signature

• Generate a signing instruction document
• Provide the document formatted for wet signature or manual e-sign
• List all signers with contact information

• Type: [MSA / NDA / SOW / Amendment / etc.]
• Parties: [Party A] and [Party B]
• Pages: [X]

• [Name] — [email]

• [What to expect after sending]
• [Expected turnaround time]
• [Follow-up if not signed within X days]

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1. Check entity names carefully — The most common signing error is incorrect legal entity names.
2. Verify authority — Make sure each signer is authorized to bind their organization.
3. Keep a copy — Executed copies should be filed in ~~cloud storage or ~~CLM immediately after execution.