Legistify

A complete guide to all the tabs and action options available on a contract's details page, covering everything from managing documents and tasks to tracking obligations, approvals, and couriers.

Contract Page | Action Keys

A complete guide to conducting an internal review of contracts, including how to use the editor tools, collaborate with your team, and finalise the contract before sending it forward.

Internal Review Process

Learn how to invite external collaborators to review, comment on, or negotiate a contract directly from the platform, with full control over access rights and link validity.

How to Share Contract with Third Party

Learn how to send a contract for electronic signatures directly from the platform, configure stamp paper, add signatory details, set signature coordinates, and track the signing process from start to…

How to Share Contract for E-Sign

A step-by-step guide to managing contracts after execution, including how to renew, amend, and terminate contracts directly from the platform.

Post-Contract Execution Actions Guide

Akshat Singhal

Learn about post-initiation steps in Legistify's contract management module, including actions and workflows after a contract is created.

Post Initiation 

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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