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formify-send-contractlisted

Send a contract or document for e-signature through Formify. Use when sending something to be signed, from a saved template, an uploaded PDF, or a document drafted in this conversation. Triggers on "send for signature", "send this contract", "e-sign", "signing request", "skicka för signering", "skicka kontrakt", "enviar para firmar". Not for checking who has signed afterwards: see formify-track-signatures.
formify-e-sign/formify-skills · ★ 4 · AI & Automation · score 80
Install: claude install-skill formify-e-sign/formify-skills
# Send a document for signature ## Purpose Take a document — a saved Formify template, a PDF the user has, or one drafted here — place the signature fields, let the user check the result, and send it to the people who must sign. ## When this applies - Sending anything for signature, from any of those three starting points. - Collecting signers, choosing how the invitation reaches them, choosing how they sign. - Previewing where a signature will land before anyone is contacted. ## When it does not - **Building or editing the PDF itself** → `formify-pdf-forms`. - **Choosing an identity check** → `formify-verify-identity` decides *what* verification is needed; this skill configures it on the signer. - **Anything after the send** → `formify-track-signatures`. ## Preconditions A connected Formify account. **Call `get_account_capabilities` first, every time.** It decides which delivery channels and which signing methods you may offer. Offering a feature the account does not have wastes the user's time and is the fastest way to lose their trust. ## Procedure ### 1. Announce what is possible, then take one starting point Before asking anything: > I can send a document for signature. We can use one of your saved templates, a PDF you > upload, or I can draft one here first. Signers can sign by hand, or with BankID, an ID > scan or a face check if your plan includes them. I can also send an AI assistant along > inside the document, so the recipient can ask it questions in