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Storing signed documents and making time-based triggers

Posted By:      Posted Date: October 10, 2010    Points: 0   Category :SharePoint

My boss wants me to create a workflow in SP 07 that will accomplish the following:

1.  Have a list of documents (mix of .pdf, .xls, and .doc) a new customer must e-sign (e-sign is already implemented).  Signed documents will then be archived under that customer's name so that an employee can select their name from a list to review the docs.

2.  Automatically create triggers that will email or notify managers when that customer has been with us for 30 days and 60 days.

I've watched quite a few videos on SP workflows and document management, but I haven't got a grasp on the best way to go about this, so I have a few questions:

1.  Can I achieve these requirements by using out-of-the-box workflows or other SP features?  Or will this require using creating a custom WF from VS or SPDesigner?  If creating a custom WF in VS is required, I am proficient with c#, so coding won't be an issue.

2.  How best approach this?  No need to go into great detail (unless you want to).  A high-level overview of what features and steps you would use would help out tremendously.

Thanks in advance.

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