formify-send-contractlisted
Install: claude install-skill formify-e-sign/formify-skills
# Send a document for signature
## Purpose
Take a document — a saved Formify template, a PDF the user has, or one drafted here — place
the signature fields, let the user check the result, and send it to the people who must sign.
## When this applies
- Sending anything for signature, from any of those three starting points.
- Collecting signers, choosing how the invitation reaches them, choosing how they sign.
- Previewing where a signature will land before anyone is contacted.
## When it does not
- **Building or editing the PDF itself** → `formify-pdf-forms`.
- **Choosing an identity check** → `formify-verify-identity` decides *what* verification is
needed; this skill configures it on the signer.
- **Anything after the send** → `formify-track-signatures`.
## Preconditions
A connected Formify account.
**Call `get_account_capabilities` first, every time.** It decides which delivery channels and
which signing methods you may offer. Offering a feature the account does not have wastes the
user's time and is the fastest way to lose their trust.
## Procedure
### 1. Announce what is possible, then take one starting point
Before asking anything:
> I can send a document for signature. We can use one of your saved templates, a PDF you
> upload, or I can draft one here first. Signers can sign by hand, or with BankID, an ID
> scan or a face check if your plan includes them. I can also send an AI assistant along
> inside the document, so the recipient can ask it questions in