Do clients automatically receive a copy of their signed agreement?
Yes, the signed PDF is emailed automatically to the customer's primary contact.
The signed agreement is sent to the customer's primary contact, with timestamps and a verification reference.
Customers who signed before this was added have been retro-sent their copy - if you're an early customer who didn't receive yours at the time, check your email archives first; if it's genuinely missing, contact customer success with your account reference and they'll re-issue.
For internal record-keeping, customers should retain the agreement PDF in their own document management system alongside the standard procurement and contract records. easyAML retains its own copy permanently for compliance and audit purposes.
Yes - when you receive an emailed agreement to be signed or you’re signing up directly in the easyAML platform you can download or print a PDF of the agreement including Terms and Conditions. Once you have signed up a full PDF of the signed agreement with T&Cs is emailed separately.