Document Signature Request
An example workflow to send a document for signature
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Send a document requiring signature and provide instructions for completing the signing process.
- Contract signature
- Agreement approval
- Client authorization
Fields your team can fill in
To
Add recipients
Cc
Bcc
Add recipients
Subject
Action Required: Document for Signature
Service-Agreement
Hi client_first_name,
Attached is the service agreement we discussed.
Please review, sign, and return it by due_date. Let me know if you have any questions in the meantime.
Thanks,
me::first_name
Workflow context
When to use this workflow
Use this workflow when a client needs to review, sign, and return a service agreement or similar document by a specific due date.
What this replaces
This replaces manually drafting signature requests, remembering to CC legal, and checking whether the correct agreement is attached before sending.
Why teams standardize this email
Signature requests need to be clear, complete, and easy to act on. Standardizing the workflow helps teams include the due date, attach the right document, and keep legal or operations stakeholders copied where needed.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the signature request email in Outlook
- Prompts for client name, due date, and sender name
- Adds the approved action-required subject line
- Can CC a configured legal address
- Can require the service agreement attachment before sending
FAQ
Does Toggles collect the signature?
No. Toggles prepares the email request. Signature collection happens through your existing signing process or by the client returning the document.
Can the required document be checked before sending?
Yes. This workflow can require the user to attach the service agreement before sending.
Can legal be copied automatically into the draft?
Yes. This example includes a configured legal CC recipient.
Part of a starter pack
Explore the Client Services Starter Pack
Help client-facing teams send reliable onboarding, check-in, document, billing, and handoff emails directly from Outlook with the right structure already in place.
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Explore Solutions By Role
Customer Success
See how Toggles helps customer success teams standardize repeatable client emails in Outlook.
Legal
See how Toggles helps legal teams standardize repeatable client emails in Outlook.
Client Services
See how Toggles helps client services teams standardize repeatable client emails in Outlook.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.