· Sign External Document Workflow

The “Sign External Document” workflow takes a document that already exists, sends it out for signature, and saves it to your data room.  

What to Expect

Running the Workflow

First, find the “Sign External Document” workflow under the “Data Room” section of workflows.  

Next, you will be asked to either upload or select the document. You can also add a signing statement, and select whether the document contains “sensitive information," such as a Social Security Number or birthday. You will have the option to organize the document's signatures into groups.

You will then be asked to list the people or entities that will be signing the document.

Next Steps

The system will then ask the signatories you listed to sign the document and if each should be permanently granted access to the document.

Once everyone signs, you will find the document in the data room folder you selected.

Screenshots are for illustrative purposes only.

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