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Document approvals and electronic signatures

Include document review and signing in Taskforge workflows and follow the configured approval and signature outcomes.

Prepare the document

Choose the document or template and configure the recipients and signing details required for the process.

Route the outcome

Keep a single next step or configure separate paths for supported outcomes such as signed, declined or expired.

Test signer identity

Check that each recipient receives the intended fields and that downstream steps use the right document result. Confirm any legal signature requirements for your use case.

Explore more

Explore Taskforge features, read common questions, or talk to the team about your process.

Table of Contents

  • Document approvals and electronic signatures
  • Prepare the document
  • Route the outcome
  • Test signer identity
  • Explore more
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