Contract Eagle

Inga Ermakova

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 signing account 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

Streamline document generation and signing with automated DocuSign preparation

Custom Forms + DocuSign = The BEST!

Using electronic signatures in contracts

A high level overview of how approval workflows operate

Approval Workflow Overview

Use these examples to understand how approval rules work in practice and to choose the structure that best fits your business’s needs

Approval Workflow Examples

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

Participating in Approval Workflow

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

How to define Approval Workflows

Approval Workflow

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.