Office · Workflow

Record to signed document, filed

A quote, offer or NDA is sent for signature from its record and the signed copy files itself.

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
A document version is locked from the quote, offer, contract or NDA record.
2
The First Schedule guard checks the document type is allowed for electronic signature; excluded types are blocked with guidance.
3
If stamping is needed, an e-stamp is purchased through a partner as an R4 approval.
4
The envelope is set up with recipients, signing order, fields and identity method, then sent by email or WhatsApp with consent.
5
Signers use OTP e-signature or Aadhaar eSign through a licensed ESP; an Authorised Signatory counter-signs with a second factor.
6
The PDF is sealed with an audit certificate, filed to Drive and the record, and the source record is updated.

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