signature-request

Included with Lifetime

$97 forever

Prepare and route a document for e-signature — run a pre-signature checklist, configure signing order, and send for execution. Use when a contract is finalized and ready to sign, when verifying entity names, exhibits, and signature blocks before sending, or when setting up an envelope with sequential or parallel signers.

General

What this skill does


# /signature-request -- E-Signature Routing

> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md).

Prepare a document for electronic signature — verify completeness, set signing order, and route for execution.

**Important**: This command assists with legal workflows but does not provide legal advice. Verify documents are in final form before sending for signature.

## Usage

```
/signature-request $ARGUMENTS
```

Prepare for signature: @$1

## Workflow

### Step 1: Accept the Document

Accept the document in any format:
- **File upload**: PDF, DOCX
- **URL**: Link to a document in ~~cloud storage or ~~CLM
- **Reference**: "The Acme Corp MSA we finalized yesterday"

### Step 2: Pre-Signature Checklist

Before routing for signature, verify:

```markdown
## Pre-Signature Checklist

- [ ] Document is in final, agreed form (no open redlines)
- [ ] All exhibits and schedules are attached
- [ ] Correct legal entity names on signature blocks
- [ ] Dates are correct or left blank for execution date
- [ ] Signature blocks match the authorized signers
- [ ] Any required internal approvals have been obtained
- [ ] Document has been reviewed by appropriate counsel
```

### Step 3: Configure Signing

Gather signing details:
- **Signers**: Who needs to sign? (names, emails, titles)
- **Signing order**: Sequential or parallel?
- **Internal approval**: Does anyone need to approve before the counterparty signs?
- **CC recipients**: Who should receive a copy of the executed document?

### Step 4: Route for Signature

**If ~~e-signature is connected:**
- Create the signature envelope/request
- Set signing fields and order
- Add any required initials or date fields
- Send for signature

**If not connected:**
- Generate a signing instruction document
- Provide the document formatted for wet signature or manual e-sign
- List all signers with contact information

## Output

```markdown
## Signature Request: [Document Title]

### Document Details
- **Type**: [MSA / NDA / SOW / Amendment / etc.]
- **Parties**: [Party A] and [Party B]
- **Pages**: [X]

### Pre-Signature Check: [PASS / ISSUES FOUND]
[List any issues that need attention before sending]

### Signing Configuration
| Order | Signer | Email | Role |
|-------|--------|-------|------|
| 1 | [Name] | [email] | [Party A Authorized Signatory] |
| 2 | [Name] | [email] | [Party B Authorized Signatory] |

### CC Recipients
- [Name] — [email]

### Status
[Sent for signature / Ready to send / Issues to resolve first]

### Next Steps
- [What to expect after sending]
- [Expected turnaround time]
- [Follow-up if not signed within X days]
```

## Tips

1. **Check entity names carefully** — The most common signing error is incorrect legal entity names.
2. **Verify authority** — Make sure each signer is authorized to bind their organization.
3. **Keep a copy** — Executed copies should be filed in ~~cloud storage or ~~CLM immediately after execution.

Files: 1

Size: 3.3 KB

Complexity: 14/100

Category: General

Source: https://github.com/anthropics/knowledge-work-plugins/tree/main/legal/skills/signature-request

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