Hand the FlexiSign document using templates to a companion
A companion works the 1 operation your FlexiSign account exposes. It can send a document using template, and every one of those waits on an approval card showing the document using template before it changes.
Open the document using template. Check it against something else. Write the change. Move to the next one. That is the FlexiSign afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a document using template until you approve it.
What it can do is exactly what FlexiSign exposes to an account you authorise and nothing beyond it: 1 operation, no reads and 1 write. In practice that means it can send a document using template.
The FlexiSign API stops at FlexiSign. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Which FlexiSign document using templates does a companion see?
In the tab.
FlexiSign exposes no read operation to a connected account, so a companion opens FlexiSign in the session you are already signed into and reads the screens you would.
The document using templates are what most of this inventory is about, alongside the document using templates. A companion can hold that operation and forty open tabs in the same pass, which is how an afternoon of FlexiSign admin becomes a queue you review.
Can it change a document using template without asking?
The one write operation there is waits for you.
A companion can send a document using template, and each one is staged on an approval card first: you see the document using template, the field and the new value before it lands in FlexiSign.
Nothing in FlexiSign is sent, changed or deleted on your behalf without that click, and a rejected card leaves the document using template exactly as it was. The gate is the same one on every surface, described at security.
- Send Document Using Template
Can the document using templates pass run every Monday?
Yes.
Saved as a routine, the FlexiSign document using templates pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The product and engineering playbook catalogues the other recurring shapes of the site work, the FlexiSign document using templates sweep among them, and finished runs are published at real runs.
Experience Strawberry for free
DownloadTrusted by fast-growing companies worldwide
Frequently asked questions
Strawberry is free to download and includes AI credits to start. Paid plans begin at $20/month. See pricing. · Reviewed · Canonical facts for AI agents