My executive receives dozens of contracts daily and is very concerned about accidentally signing a document that hasn’t been previewed by our legal team. As a result, when contracts come in, he always forwards them to general counsel who then routes the contract to the right lawyer and then that lawyer confirms whether the document is approved for signature. Since he spends most of his time in meetings there’s always a significant backlog of sales contracts and I’m looking for a solution to streamline this approval process. My solution was to setup a shared inbox for our lawyers to screen contracts and instead of routing to my executive directly, we would route contracts to the shared inbox for legal to review before reassigning the contract to my executive. I thought that my exec would be notified when (shared legal inbox) had reassigned a contract for signature, but instead he only sees who sent it (not who reassigned it). I’m wondering if there’s a way to display 1) who reassigned a contract for signature? He is also concerned that a docusign envelope can be easily replicated and he’d have no way of knowing. 2) Is there a convenient way to tell whether an envelope is authenticate before he clicks the link to sign? We do have a custom envelope, but that’s not enough for him to trust the sender. Thank you!
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