Generate document and collect eSignature

Automatically generate a custom Word document, then send it out for digital signatures.

Workflow steps in Catalytic

Create custom Word document to send out for signature

1

Save the Word document as a PDF

2

Send out the the PDF for signature

3

If all signatures are collected the process ends

4

Otherwise send out a new document for signature

5

Tagged:

people ops

finance ops

supply chain ops

document assembly

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.