In SimpleSign you can send documents for esignature.
You can set so that a document sent out for e-signing automatically generates an agreement card when the signing process is complete. To do this, activate the function under the tab: Details in connection with sending out the document for signature.
When the contract card is generated, the information from the assigned document will be transferred to the contract card.
The metadata (data from the fields in the document) are entered in matching fields on the agreement card.
The assigned document is attached.
The recipients in the signature process are added as contacts.
The sender (user) is added as the contract owner
The document type becomes the contract type.
The document number becomes the agreement number.
Benefits
One and the same platform for contract monitoring and electronic signing.
You don't need an island of platforms to manage your documents.
By having both e-signing and contract monitoring in one and the same place, you can become completely digital.
Easy to renew or cancel your contracts by sending cancellations via e-signing.