Signature Request Manager

Legal and finance skill, available on Zeplik

Signature Request Manager is a ready-to-run legal and finance skill on Zeplik. ". Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer. It returns a structured checklist you can keep and reuse: Checklist artifact -- actionable checked items with state, grouped by phase (see artifact-templates/checklist.md).

The Signature Request Manager skill loads automatically when your request matches it, or you can invoke it directly by typing /signature-request in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.

What the Signature Request Manager skill can do

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How the Signature Request Manager skill works

/signature-request -- E-Signature Routing

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Prepare a document for electronic signature — verify completeness, set signing order, and route for execution.

Important: This command assists with legal workflows but does not provide legal advice. Verify documents are in final form before sending for signature.

Usage

/signature-request $ARGUMENTS

Prepare for signature: @$1

Workflow

Step 1: Accept the Document

Accept the document in any format:

  • File upload: PDF, DOCX
  • URL: Link to a document in ~~cloud storage or ~~CLM
  • Reference: "The Acme Corp MSA we finalized yesterday"

Step 2: Pre-Signature Checklist

Before routing for signature, verify:

## Pre-Signature Checklist

- [ ] Document is in final, agreed form (no open redlines)
- [ ] All exhibits and schedules are attached
- [ ] Correct legal entity names on signature blocks
- [ ] Dates are correct or left blank for execution date
- [ ] Signature blocks match the authorized signers
- [ ] Any required internal approvals have been obtained
- [ ] Document has been reviewed by appropriate counsel

Step 3: Configure Signing

Gather signing details:

  • Signers: Who needs to sign? (names, emails, titles)
  • Signing order: Sequential or parallel?
  • Internal approval: Does anyone need to approve before the counterparty signs?
  • CC recipients: Who should receive a copy of the executed document?

Step 4: Route for Signature

If ~~e-signature is connected:

  • Create the signature envelope/request
  • Set signing fields and order
  • Add any required initials or date fields
  • Send for signature

If not connected:

  • Generate a signing instruction document
  • Provide the document formatted for wet signature or manual e-sign
  • List all signers with contact information

Output

## Signature Request: [Document Title]

### Document Details
- **Type**: [MSA / NDA / SOW / Amendment / etc.]
- **Parties**: [Party A] and [Party B]
- **Pages**: [X]

### Pre-Signature Check: [PASS / ISSUES FOUND]
[List any issues that need attention before sending]

### Signing Configuration
| Order | Signer | Email | Role |
|-------|--------|-------|------|
| 1 | [Name] | [email] | [Party A Authorized Signatory] |
| 2 | [Name] | [email] | [Party B Authorized Signatory] |

### CC Recipients
- [Name] — [email]

### Status
[Sent for signature / Ready to send / Issues to resolve first]

### Next Steps
- [What to expect after sending]
- [Expected turnaround time]
- [Follow-up if not signed within X days]

Tips

  1. Check entity names carefully — The most common signing error is incorrect legal entity names.
  2. Verify authority — Make sure each signer is authorized to bind their organization.
  3. Keep a copy — Executed copies should be filed in ~~cloud storage or ~~CLM immediately after execution.

How to use the Signature Request Manager skill

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Signature Request Manager skill right away.

  2. Describe your legal and finance task

    Ask in plain language, or type /signature-request to invoke the skill directly. Zeplik recognizes the Signature Request Manager skill and applies its method.

  3. Review and refine the result

    Zeplik returns a structured checklist you can edit, download, and reuse. Ask follow-ups to refine it.

Source and credit

Author
Anthropic
License
Apache-2.0

Adapted from the open-source anthropics/knowledge-work-plugins project and tuned to run natively on Zeplik. View source on GitHub.

Frequently asked questions

What is the Signature Request Manager skill?
Signature Request Manager is a ready-to-run legal and finance skill on Zeplik. ". Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer. It returns a structured checklist you can keep and reuse: Checklist artifact -- actionable checked items with state, grouped by phase (see artifact-templates/checklist.md).
How do I use Signature Request Manager on Zeplik?
Sign in to Zeplik and ask in plain language, or type /signature-request in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
Which AI model does the Signature Request Manager skill use?
Any model you choose. Zeplik works across every model in one chat, so the Signature Request Manager skill runs on your preferred model for the task.
Where does the Signature Request Manager skill come from?
The Signature Request Manager skill is adapted from the open-source anthropics/knowledge-work-plugins project (Apache-2.0) and tuned to run natively on Zeplik. The original source is linked on this page.
How much does the Signature Request Manager skill cost?
Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.

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