This guide provides general operational information for Canadian organizations. It is not legal advice, and it does not determine whether a specific document or process is legally appropriate.
Core transaction details
Record the agreement identifier, sender, recipients, routing, status changes, and completion time.
Signer events
Capture invitation, viewing, consent, signing, decline, expiry, resend, or cancellation events as appropriate.
Integrity and access
Keep the final document and evidence protected from casual alteration. A completion record supports your process; it does not replace legal advice about a particular document.
A practical next step
Test the workflow with a non-sensitive document and your own test recipient. Check the current Help centre for step-by-step instructions and screenshots before using it for a real agreement.