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Add a Contract Distribution & Execution Stage to a Project Template

The Contract Distribution & Execution (CD&E) stage enables your team to manage contract documents, route them for approval, and send them for digital signature directly within Authorium.

When to Add a CD&E Stage​

You should add a CD&E stage when:

  • Your project requires contract approval and execution workflows.
  • You want to issue, sign, and archive contracts in a structured process.
  • You need documents to be routed through digital signature services like Authorium Sign, DocuSign, or Adobe Sign.

What You Can Do in a CD&E Stage​

Once added, a CD&E stage allows your team to:

  • Upload or select project documents to include in the contract package.
  • Add, remove, or reorder documents in the contract.
  • Add participants and assign signature blocks.
  • Automatically notify approvers by email.
  • View supplier-provided document updates.
  • Use the built-in approval and signature view with:
    • Signature block navigation
    • Table of contents
    • Signature modal
  • Mark the contract stage as complete and archive it in the Contract Repository.

To Add a CD&E Stage to a Project Template​

  1. From the Configuration screen, click View Project to open the relevant Project Template.
  1. Click Add Stage to Workflow.
  1. Select Contract Distribution & Execution from the available options.
  1. Enter a Stage Name and optional Description.
  2. Under Service for Contract Execution, choose one:
    • Authorium Digital Signature
    • DocuSign
    • Adobe Sign
  3. Click Save Stage to confirm and add it to the workflow.
Why Choose a Signature Service?

The selected digital signature service controls how participants are assigned and how signing and approvals are completed during the contract process.

See Also​

To complement your knowledge of this process, check the following pages: