KamoCRM

Countersigned legal packages — the member signs first, then the org's countersigner

FeatureDocsService
Shipped
November 12, 2026 at 9:52 PM UTC
Author
Kamo
Commit
d9d5a9e

A legal package could only be sent to one signer: a template with an employer countersign slot was refused at publish. A template may now leave exactly one signer slot open for the person the package is sent to and pin the others to members (or a fixed name and email). Delivery routes the member at order 1 and each countersigner after them, so ESigService invites the countersigner only once the member has signed. Nothing ever moved a package past AWAITING_OTHERS. ESigService now reports each signature on a legal envelope to **************** and the daily legal sweep checks every waiting package as a backstop. Both only trigger a re-read: once every envelope is SIGNED the package becomes EXECUTED, is filed to the member's documents, and the member is told it is fully executed and by whom it was countersigned.

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