Agreement Finalization

After all internal, 3rd party, and required ancillary reviews are completed, the agreement language can be approved, and the agreement can be signed.

All activities appear on the left of the agreement workspace.

Open

The following checklist includes the activities to perform to complete the review process:

1. Approve Language: During this activity, you will indicate if the agreement will be routed for internal signature first.

2. Convert to PDF: Depending on your system setup, this activity may also add a watermark to the PDF.

3. Send for Internal Signature: If you are sending for internal signatures first, then send it for external signatures next.

4. Send for External Signature: If you are sending the agreement for external signatures first, then send it for internal signatures next.

5. 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.