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Enhancing Agreement Identification with Lookup Keys

Master the use of lookup keys to streamline your process of locating and managing agreements.


The Role of Lookup Keys​

Lookup keys are a powerful feature in agreement management, enabling you to assign custom identifiers to your agreements. This functionality becomes particularly useful when you need to locate an agreement associated with a specific user or entity in your system.


What Are Lookup Keys?​

  • Custom Identifiers: Lookup keys are unique identifiers that you can assign to each agreement.
  • Facilitating Search: They simplify the process of finding a specific agreement, especially when dealing with a large number of documents.

Practical Use Cases​

  • User-Specific Agreements: For instance, assigning a user's internal ID as a lookup key to their agreement makes it easy to locate all agreements associated with that user.
  • Custom Categorization: Lookup keys can also serve as a means to categorize agreements based on custom criteria relevant to your workflow.

Setting Up Lookup Keys​

  • Assignment During Creation: When creating an agreement, you can assign a lookup key by including it in the agreement's details.
  • Flexible and Easy to Use: The process is straightforward and allows for significant flexibility in how you manage and organize your agreements.

Implementing in Your System​

  • Webhook Configuration: Ensure that your webhook setup is configured to handle and recognize lookup keys.
  • Automated Processing: This setup enables your system to automatically process updates related to agreements, identified quickly via lookup keys.

Leveraging Lookup Keys for Smarter Management​

By utilizing lookup keys in your agreements, paired with the capabilities of webhooks, you create a more efficient and organized system for managing your e-signing processes. This approach not only saves time but also enhances the accuracy and reliability of your agreement management.