Workflows and documents

Contracts from draft to signature and record.

Drafting, review, approval, signing, publication and renewal remain one traceable story.

For legal, procurement and operations teams that need to connect contract content with responsibility and deadlines.

See the process
Crayon story of the solution: Contracts from draft to signature and record.

From start to finish

A contract from draft and review to signature and record.

  1. First contract version

    The first version starts from a controlled template or a document supplied by the other party.

  2. Comments on the right version

    Comments, changes and key metadata remain attached to the correct contract version.

  3. Contract approval

    The contract reaches legal, business owners and other roles under defined rules.

  4. Electronic signature

    Signatories receive a prepared document and the system records the signing result.

  5. Records and deadlines

    The signed contract reaches the required records and future deadlines stay visible.

Who is involved

Who is responsible for what.

Contract owner

Provides purpose, counterparty and dates and owns the business content.

Reviewers

Legal, financial and security review takes place in one case.

Approver and signatory

Approves and signs only the version that passed required checks.

What happens when something goes wrong

A change or missing consent

A new version returns to the relevant review. The process cannot continue without a required approval or signature.

The result

The signed version, metadata, decisions and dates are stored or handed to records management and other registers.

Product and integrations

What comes ready and what we configure together.

The product provides ready-made building blocks. Roles, forms and rules are configured for your organisation. For every connector, we agree the system of record and the error path in advance.

Explore the product: Workflows and documents
Document generationSignaturesRecords managementTrusted storage

Next step

Let’s find a solution for your real operation.

We will take one real case, including the complications that commonly arise. We will explain clearly what the product does out of the box and what needs configuration or integration.

Find the right solution