Connie

This article explains how to issue a document or contract for one or more specific signers.

Collecting signatures for one individual contract

To help you centralise all your documents, you can also upload and store documents in Connie

Uploading and storing a document on Connie

You can upload any PDF to Connie and send it for signature directly – no template or setup needed.

Send a PDF for signature

You can download a draft as a PDF before sending it for signature. Useful for sharing with anyone who needs to review it first.

Download document draft as PDF

Here’s everything you need to know about creating, issuing, and uploading individual documents & contracts.

Individual Documents & Contracts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.