Legal and e-signature.

Legal holds the proposals, contracts, and other documents you send to customers. You draft a document, place signature fields, send it by email, and keep the signed evidence. The signer needs no account.

Concepts

• Document status. A document moves through Draft, In review, Approved, Sent, Signed, and Expired. The Overview tab offers only the transitions the rules allow. Sent and Signed have no manual transition.
• Signature request status. Each request is Sent, Viewed, Signed, Declined, Expired, or Cancelled.
• Version. A send freezes a version of the document. The signer reads that version, never the live document. A content hash proves which version was signed.
• Locks. A sent document locks its title, type, content, recipients, and attachments. A signed document locks every field. A banner names the locked fields and the next action.

Create a document

1. Open Legal → Documents and select Create document.
2. Choose whether the document is for a company or a person.
3. For a company, choose the company, then one of its contacts. For a person, choose a contact without a company.
4. Choose the type, such as a proposal or a contract, and link a deal if there is one.

An agent researches the linked company, contact, and deal, then drafts the document. Edit the text in the Document tab. The editor shows your logo and the recipient’s logo.

Prepare for signature

The preparation panel has four steps: Design, Fields, Recipient, and Review.

1. Fields. Type placeholders in the text where each field goes: [[signature]], [[initials]], [[name]], [[title]], [[company]], [[email]], [[date]], [[date_signed]], or [[checkbox]]. Select Create fields from placeholders. Each placeholder becomes a field on the A4 paper. Select a field to resize or remove it.
2. Recipient. Check the linked contact. Add more recipients or witnesses if needed.
3. Review. Preview the A4 pages as the signer sees them.
4. Send. The send dialog lists recipients, witnesses, and attachments. You can add up to five PDF, PNG, or JPEG attachments of up to 3 MB each. Switch on email-code verification to ask the signer for a one-time code first.

A send needs at least one field. Date signed is set by the server at signing.

Signing

The signer opens the link in the email. The page shows your branded header, the A4 paper, the sender, the expiry date, and the consent text. The signer fills the placed fields, gives a full legal name, and agrees to sign electronically. A drawn signature is optional. The signer can also decline.

Several recipients sign in parallel. The document is Signed only when every signer and witness has signed. One decline cancels the other requests and returns the document to Draft.

While a request is pending, the panel shows the recipient, the send time, and the expiry date. Resend cancels the old link and emails a new one for the same version. Cancel returns the document to Draft.

After signing

• The Signature tab lists every request and event, with the consent version, the content hash, and an evidence download.
• A signed document is read-only. Create new version returns it to Draft. The old signed version stays, and the new one needs a new signature.
• Create invoice makes one draft invoice from the linked deal and opens it.

Archive, hold, and delete

Archive a document to remove it from the list. An archived document can be deleted forever from the header menu. A signed document cannot be deleted. A legal hold also blocks deletion, and only an owner or admin sets it.

Legal agents and chats

The Legal sidebar has New chat, Team agents, Documents, and Activity. New chat and Team agents use the Assistant’s general chats and agents. Activity lists the most recently updated documents. The Agent tab in a document sheet chats about that document with the full text and the linked company as context. It offers to create the content when the document is empty.

Set up

1. Upload your logo in Settings → General. Documents and the signing page show it.
2. Make sure each customer company has a logo and each recipient contact has an email address.
3. Write your standard contract once, with placeholders for every field, and reuse its text.

Typical workflows

• Proposal to signature. Create a proposal from a company. Review the agent draft. Move it to In review, then Approved. Create the fields and send.
• Contract change after signing. Select Create new version, edit, and send again. The first signed version stays as evidence.
• Contract to invoice. When the status is Signed, select Create invoice and complete the draft in Finance.

Open it in your workspace

Open https://<your-portal>.example.com/<workspace>/legal/documents to see your documents.