For each uploaded agreement, you can send it within the rooms in Lexagle or off the
platform.
Send via Lexagle
This option sends the agreement to another room in the same Lexagle workspace.
If there is no other room, you will be prompted to create a room.
Add your Counterparty and Internal Stakeholders into the room.
Optionally, you can also do this later.
Enter a Message to be sent with the sent file. This is optional.
Click on the Proceed button once you are done.
Send off-platform
This option downloads the agreement, and an audit trail will also be generated in the room.
It allows you to send the agreement to your counterparty outside the Lexagle platform.
What’s Next?
To learn more about creating signing rooms for eSignature, refer to this article.
To learn more about other features in the room, check out this article.