Gateway · Workflow
Documents
Every document of the engagement, with its state and expiry, and signing.
Documents lists everything the organization shared on this engagement: offers, agreements, statements of work, riders, insurance certificates, settlements and more. Each shows its kind, any expiry date and its state: Proposed, Sent, Signed, Executed, Expired, Superseded or Canceled.
Sign
A document that is Sent waits for your signature. Choose Sign in its row.
Documents stay open for 18 months after the engagement completes or is canceled. Every document from every organization is also in your Documents vault.