Smarter Week

How to automate it

How to automate “prepare contracts for signature and chase signers”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

15 min
typically, every day
75%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Use e-signature templates with signing order, reminders and auto-filing

DocuSign, Adobe Acrobat Sign and Dropbox Sign can set the signing order, remind signers automatically and file the signed copy where it belongs.

Typically saves about 60% of the time1 h to set up
  1. 1Save templates with signature fields placed for your standard contracts.
  2. 2Set signing order and automatic reminders every two days.
  3. 3Connect it to SharePoint, Google Drive, your CLM or CRM so signed copies file themselves.
  4. 4Check signers have authority; keep a signing authority list.

Tools: DocuSign · Adobe Acrobat Sign · Dropbox Sign

Quick wins

Have you tried…

Do your e-signature templates remind signers and file signed copies automatically?
DocuSign, Adobe Acrobat Sign and Dropbox Sign can set the signing order, nudge signers every few days and save the signed copy to the right folder.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Contract managerParalegal / legal operations

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Other common tasks for Contract managers