Help center / Templates, links and automation

More ways to work

Contracts, deal rooms, documents you write here, saved texts, automations and sealed documents.

Contracts

Contracts (top bar) keeps track of what you have signed: who it is with, its value, start and end dates, renewal and notice period. Filters: All signed, Coming up (next 90 days), Auto-renewing, Ended and Missing details, plus Download CSV.

On a signed document press Add contract details, then Read from the document (works on your device) or Read with AI to fill the dates in for you. Set Remind me 7, 14, 30, 60 or 90 days before a key date, and Also remind a colleague, so a renewal never slips by.

Deal rooms

A deal room (account menu, Deal rooms) is one private page you share with a buyer or client: a Mutual action plan with steps and dates, Documents and links, and a Conversation. They need no account. New link replaces the link if it was shared too widely.

Doc builder

Write proposals, quotes and agreements here instead of in Word (account menu, Doc builder). Start from Blank document, Proposal, Quote or Mutual NDA and add blocks: Heading, Paragraph, List, Pricing table, Fill-in field, Image or logo, Divider, Page break and Signature block. Use variables for names and amounts, then send it for signature or Share as a template with the team.

Content library

Keep approved documents (PDF up to 25 MB) and text blocks (up to 5,000 characters) in one place (account menu, Content library). Start a request from a library document, or drop a saved text block into a Note or prefilled Text field. Owners and admins can lock items so only they can change them.

Automations

Owners and admins can set rules (account menu, Automations):

• When: everyone has signed, someone signs, someone declines, someone opens it, it is sent, it expires or it is cancelled.
• For: any request, or one template.
• Then: move it to a folder, send a follow-up document, post a chat message to Slack, Teams or Discord, or send an email.

Sealed until

Seal a document now and have it released to chosen people later (account menu, Sealed until): a letter of wishes, passwords for a successor, a time capsule.

1. Press Seal a document, add a PDF (up to 50 MB), up to 10 people and a cover note.
2. Under When it opens, choose On a date, or If I do not check in every 30, 60 or 90 days. You get reminders and a 7-day grace period before it opens.
3. Press Encrypt and seal. Use Check in now to reset the clock.

When it opens, each person confirms a code sent to their email to read it. Free accounts can have 1 sealed document at a time; paid plans have no limit.

Folders

Organise requests into folders on the Documents page with New folder, or Move to folder on any document. Automations can file them for you.

Still stuck? Write to support@signofficially.com.