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All activities appear on the left of the agreement workspace.
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The following checklist includes the activities to perform to complete the review process:
Approve Language: During this activity, you will indicate if the agreement will be routed for internal signature first.
Convert to PDF: Depending on your system setup, this activity may also add a watermark to the PDF. Your institution may prefer you to convert to PDF after signatures have been received.
Send for Internal Signature: If you are sending for internal signatures first, then send it for external signatures next.
Send for External Signature: If you are sending the agreement for external signatures first, then send it for internal signatures next.
Activate (or Approve for amendments): After all signatures have been received and the agreement is converted to PDF, perform this activity to complete the review process.
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