Contract Eagle

For approvers: how to find contracts sent for approval, how to review contracts and how to approve or reject

Overview of Contract Approvals

How to set up approval workflows in Contract Eagle using approval rules, and how approvers are notified

How to define Approval Workflow

Simon Aspden

Request and track approvals for contracts. Send documents for electronic signing and capture the signed version back into Contract Eagle

Approvals and Electronic Signing

Contract Eagle integrates directly with DocuSign and Secured Signing to streamline your e-signing process.

Overview of Electronic Signatures

Electronic Signing

The pre-requisites and the setup steps for your organization to use electronic signatures within Contract Eagle

Get started with electronic signing

Set up Secured Signing integration

Set up DocuSign integration

A pre-requisite to using electronic signing is to set up your provider in each Contract Type that will use electronic signatures

Set up your signing provider in each Contract Type

You may choose to set up your contract status to change during and after the signing process. Here's how

Contract Status and the Signing Process

Set up - Integration with your Signing Provider

Watch our video to see how the DocuSign integration works with our Custom Forms

Benefits of using DocuSign

How to send the files attached to your contract for signature using Contract Eagle and your electronic signing provider

Send contracts for signature

When you send a document out for signing only to then have to edit it, there are a few ways of doing it. We'll tell you the best way.

DocuSign - Updating the document

How to check the signing status of your contract's documents, and what actions are available to you during signing

During the signing process - status and actions

Use the "Correct" function in Contract Eagle to send a reminder message to recipients who haven't signed yet

DocuSign - nudge recipients who haven't signed yet

What happens to your contract when your documents have electronically signed by all signatories

Signing Complete - status and actions

Using electronic signatures in contracts

Find answers and get help from Intercom Support and Community Experts

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