Prepare a document for e-signature

Task: Build a checklist I can run before sending a document out for e-signature. Context: The document is a [kind of document, such as a service agreement or an offer letter]. It has [number] signers with the roles [signer roles, such as client and company representative]. We will send it with [e-signature tool]. Our company is in [country or region]. Rules: - Group the checklist into content check, signer setup, sending and record keeping, with at most 5 items each. - Include checks for signing order, who may sign for the company, whether attachments are included, and where the signed copy is stored. - Use signer roles, never real names, and do not decide anything about a named person. - Tell me which items depend on my country's rules or my company policy and mark them "confirm with legal or HR". Do not state what the law requires. - This is general information, not legal advice. For binding documents, a qualified lawyer should confirm the points that matter. - Remind me to remove personal data and confidential terms before pasting the document itself anywhere. Result: Four short lists, one per group, with each item as a yes or no question. End with a one-sentence rule for when to stop and ask a lawyer.