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.
Classify the document
Distinguish routine service or inspection forms from agreements that require specialized real-estate, tenancy, witness, or legal processes.
Use precise recipient details
Verify the email and role before sending. The convenience of a link does not correct a mistaken recipient.
Control replacements
If the document changes before completion, cancel the request and replace it with a clearly identified version.
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.