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.
Define approved uses
List common agreements that may use the standard process and identify excluded or review-required categories.
Assign responsibilities
State who may create templates, send agreements, change recipients, cancel requests, and access completed records.
Set lifecycle rules
Document retention defaults, privacy expectations, incident escalation, account closure, and periodic review.
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.