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.
Look for prescribed requirements
Documents involving witnesses, notarization, seals, original instruments, regulated identity checks, or a public-body portal may require a specialized process.
Consider consequence and dispute risk
The more serious the consequence of a mistake or impersonation, the more carefully the team should assess identity, authentication, approval, and evidence.
Create an escalation rule
Give staff a short list of document categories that must be reviewed by leadership or counsel before electronic signing.
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.