Finalized documents
Completed signed output is generated for the supported documents in the request.
Completion records and document generation
Prepare completed documents and available signing activity records when an enabled request is finished.
What it does
A practical part of the firm’s workflow.
After an enabled signature request reaches completion, PlaintiffDesk can prepare the available finalized documents and signing activity record for return to the matter. Staff should confirm that every required signer and artifact is present before relying on the result.
Supporting record
Available request, signer, and lifecycle information can accompany the finalized work for review.
Matter return
When a request is linked or relinked, available source or completed documents can be filed to the related case or intake record.
How it works
What the team can expect.
Confirm request completion
Verify the final request state and every required recipient before collecting output.
Review each artifact
Open the finalized documents and supporting record to check names, fields, signatures, and completeness.
File and continue
Confirm approved output reached the configured matter destination and complete the firm’s next procedural step.
Signed should also mean finished.
Where signatures are enabled, return completed documents and the available signing activity record to the request.