Signature Request

anthropics/knowledge-work-plugins/legal/skills/signature-request

作者 anthropicsae1513ea94dc無授權條款27K 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫今天更新

Prepare and route a document for e-signature — run a pre-signature checklist, configure signing order, and send for execution. Use when a contract is finalized and ready to sign, when verifying entity names, exhibits, and signature blocks before sending, or when setting up an envelope with sequential or parallel signers.

精選僅含說明Business & FinanceProductivity & Workflow
AI 產生的概覽

為已定稿文件準備電子簽名：執行簽署前檢查清單、設定簽署人並安排送出執行。

功能
此技能引導完成文件電子簽名的準備工作：接收文件，執行簽署前檢查清單，核對最終版本、附件、法律實體名稱、日期、簽名欄與內部核准，並蒐集簽署人資訊。接著設定簽署順序（依序或並行）、內部核准與副本收件者；若已連接電子簽名工具則建立簽名信封，否則產生用於手寫簽名或手動電子簽名的簽署說明文件。輸出為結構化的簽名請求摘要，包含文件詳細資料、檢查清單狀態、簽署人表格、副本收件者、狀態與後續步驟。
適用情境
適用於合約已定稿並準備簽署時、在送出前核對實體名稱、附件與簽名欄時，或設定依序或並行簽署人的信封時。
執行需求
僅為說明性內容，不附帶指令碼。文件可透過上傳（PDF、DOCX）、連結或引用方式提供。送出簽署需要已連接的電子簽名工具；未連接時則退回產生簽署說明文件。內容引用了外部連接器文件以及雲端儲存或 CLM 系統。

/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:

markdown
## 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

markdown
## 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.

來源與署名

來源：anthropics/knowledge-work-plugins位於legal/skills/signature-request提交ae1513e

授權條款： 無授權條款

內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。

檢舉或申請下架

更多來自 anthropics/knowledge-work-plugins 的技能

Ticket Deflector

anthropics

精選

Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."

待分類27K今天更新

Tax Season Organizer

anthropics

精選

Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."

待分類27K今天更新

Tax Prep

anthropics

精選

根據已結帳的帳目準備稅務資料：季度預估繳稅明細，或年終 1099-NEC 清單與會計師資料包。

Business & Finance27K今天更新

Smb Onboard

anthropics

精選

引導小型企業主完成首次設定：連接工具、執行一次展現價值的配方、記錄業務背景並設定每週檢查節奏。

Productivity & Workflow27K今天更新

Smb Router

anthropics

精選

將小型企業主的需求轉接到合適的外掛技能或指令，並說明可用功能。

Productivity & Workflow27K今天更新

Month End Prep

anthropics

精選

Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."

待分類27K今天更新

更多Business & Finance技能

Value Creation Plan

anthropics

精選

建構併購後價值創造計畫，將營收、成本與營運槓桿對應到 EBITDA 橋。

Business & Finance39K2 週前更新

Swap Curve Strategy

anthropics

精選

運用 MCP 定價工具分析利率交換曲線、交換利差、實質利率與曲線交易機會。

Business & Finance39K2 週前更新

Deal Sourcing

anthropics

精選

引導私募股權案源開發流程：尋找目標公司、查核 CRM 往來紀錄，並草擬創辦人外聯郵件。

Business & Finance39K2 週前更新

Unit Economics

anthropics

精選

為私募股權標的分析單位經濟：ARR 世代、LTV/CAC、淨留存、回收期與利潤瀑布。

Business & Finance39K2 週前更新

Option Vol Analysis

anthropics

精選

結合波動率曲面、含希臘字母的選擇權定價與歷史價格，比較隱含波動率與已實現波動率。

Business & Finance39K2 週前更新

Dd Meeting Prep

anthropics

精選

為盡職調查會議（如管理層簡報、專家訪談）準備問題清單、基準數據與需重點探查的風險訊號。

Business & Finance39K2 週前更新