Govern documents and e-signatures

#Manage a legal document

1. 1
   Create the record

   Go to WatheeqTech → Documents and select the document type, owner, language, confidentiality and retention category.

2. 2
   Upload content

   Upload an allowed file. Malware, content and attachment-policy checks run before it becomes available.

3. 3
   Link the record

   Associate it with its request, matter, case, contract, consultation or investigation.

4. 4
   Create versions

   Upload revised content as a new version; never replace the historical file.

5. 5
   Archive

   Apply the governed retention and electronic archive path when the record becomes final.

#Create a signature envelope

1. 1
   Select the final version

   Only use the approved document version intended for execution.

2. 2
   Add recipients

   Enter recipient identity, language, role and signing order.

3. 3
   Validate authority

   Confirm each signatory has the required delegation or organizational authority.

4. 4
   Send

   Dispatch the envelope and monitor view, sign, decline, expiry and provider events.

5. 5
   Record custody

   Preserve the signed artifact, hash, timestamps, identity evidence and provider proof envelope.

#Understand provider modes