The Electronic Signature, or E-Sign, action is used to automatically trigger the electronic signing of documents attached to Auttodoc actions and files created by Table Export actions that have been used earlier in the workflow. Static files, or files that have not been used in the workflow, can also be attached to an E-Sign action. This article discusses the E-Sign action in more detail.
Table of Contents
- Understanding the E-Sign Action
- Setting Up an E-Sign Action
- How an E-Sign Action Appears in a Workflow
Understanding the E-Sign Action
The E-Sign action makes it easy for your users to electronically sign documents included in your workflows.
Before you can use an E-sign action in your workflow, you must first connect an Eversign account to your Autto account from the Integrations option under the Main Menu. For more information, see Integrating with Eversign.
You can use an E-Sign action for electronic signing of the following:
- A document attached to an AuttoDoc action used earlier in the workflow. For more information, see AuttoDoc Action.
- A file generated by a Table Export action used earlier in the workflow.
- A static file that has not been used in the workflow.
Setting Up an E-Sign Action
Use an E-Sign action anytime you need to send a document or file for electronic signing in your Workflow.
To set up an E-Sign action:
- Drag an E-Sign action to the canvas of the Workflow Editor.
- Position your cursor over the action, then click the Edit icon when it appears.
- On the Action Editor, optionally change the name of the E-sign action to a more descriptive one for the benefit of workflow users.
- Enter the headline and message that will be displayed to workflow users when the E-Sign action is triggered and the attached file is sent for electronic signature.
- Click the Select Document button, and select the type of file to be attached to the Action. For more information, see Attaching Files to Actions.
NOTE: The Automated Documents and Table Export Documents options will be disabled if you have not added AuttoDoc or Table Export actions earlier in the workflow.
- Click the Add Signer button and add the signer name and email address. Repeat this step for all signatories.
- If you have multiple Eversign accounts, you can select another account other than your default Eversign account to be used with the E-Sign action from the list. For more information, see Integrating with Eversign.
- Enter the email subject on the Subject box. This will be the subject of the email that will be sent to document signatories.
- Enter the text that will be shown to signatories under the email body. You may use the rich text editor to format the email body any way you want.
- Click the X button on the Action Editor to save your changes and close the window.
NOTE: Square brackets and conditional text can be used anywhere on the E-Sign action, when applicable. If your workflow has an E-Sign action, you need to add an Email action to the workflow as well. Your workflow will send the attached document or file for electronic signing via an Email action.
How an E-Sign Action Appears in a Workflow
When used in a workflow, an E-Sign action displays the headline and message created in Step 4 of To Set Up an E-Sign Action.
After an E-sign action is triggered, the workflow is paused, with Eversign sending an email requesting signatories to sign off on the attached document/file. The workflow concludes once everyone has signed the attachment, unless there is an action that requires further interaction, in which case the user gets a resume workflow email.