Quick Checklist Before Sending a Contract
Run down this checklist to avoid common pitfalls and speed up execution.
Preparation
- Use a reviewed template
- Confirm counterparty details
- Embed key dates clearly
Risk & Auth
- Assess risk level
- Choose auth strength
- Enable MFA if needed
Retention
- Keep PDF + Audit Trail
- Set retention policy
- Auto-reminders
Recommended Signing Workflow
A repeatable flow teams rely on to keep contracts consistent and defensible.
Prepare
Start with an approved template, fill variables, and attach exhibits.
Authenticate
Choose authentication methods aligned to contract risk (Email, SMS, or ID).
Record
Capture a tamper-evident PDF and a full signing audit trail.
Contract Signing: Common Questions
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