Sign Tab Settings in Workflow Designer

Signature Coordinator

Signature coordinators manage signature collection for your workflows. The signature coordinator's responsibilities can include:

• Choosing when to send the signature packet to the signers via eSignature.
• Confirming any fully or partially signed packets uploaded by other users.
• Managing and editing who signs and in what order.
• Placing signature tags on the document before it is sent out for signature.

You can configure the Signature Coordinator Role so that the role can be assigned to a specific person in a group. By default, the signature coordinator is the owner of the workflow.

eSignature Experience

Below are the eSignature settings that can be configured:

eSignature Request Trigger

You can define when you want the eSignature request to be triggered. You have two options:

• Automatically sent after last approval
• Sent by Signature Coordinator

Require Verification for All Signers

You can define whether or not signers must verify their identity before signing. If this setting is toggled on, signers must enter a six digit verification code sent to their email before signing.

Place Tags with Attachments

You can define whether or not the signature coordinator has to place tags if an attachment is added to the signature packet. This only applies to file fields in the Launch Form, not additional documents uploaded at the Review step.

The options are:

• Require the signature coordinator to place tags if the signature packet includes an attachment
• Do not require the signature coordinator to place tags if the signature packet includes an attachment

Allow Reassignments in eSignature

You can define whether or not signers can reassign their role. The options are:

• Signers cannot reassign themselves
• Signers can reassign themselves

Automatically Revert to Review if a Signer Declines

You can define what happens when a signer declines a signature packet. The options are:

• Automatically Revert to Review if a signer declines
• Notify signature coordinator if a signer declines, and do not revert to review

eSignature Request Email and Packet

You can customize your eSignature request's packet title, as well as the message that will be sent to all signers.

Reply-to Recipient and Email 

Configure the email and name that a signer sees if they reply to a signature packet request or completed email. You can select an email address, company user, or group.

Packet Title

The packet title populates the subject of the signature packet email and helps your signers identify what they are being asked to sign. You can add a static name, or use tags to contextually update the title with the information provided in the Launch Form. 

• To add a tag, enter a left bracket '[' and search for the tag you would like to add.

Packet Message and CC Recipients

Edit the packet's message that the signers will receive. You can add a static message, or use tags to contextually update the message with the information provided in the Launch Form. 

• To add a tag, enter a left bracket '[' and search for the tag you would like to add. 
• To add additional parties to the packet message, click the cc icon and select an email, company or user group, or email property.

Signature Packet Documents

The packet contains all the documents that will be included when requesting for signatures. You can edit the document ordering and add file attachments uploaded from the form builder.

Add New Documents to Signature Packets

To add a file attachment to a signature packet:

1. In Workflow Designer, select the workflow you want to edit.
2. Select the Sign tab.
3. Under Signature Packet Documents, click Add attachment.
4. You can select an existing file in the configuration, or you can add a new document:
   1. Select Create a new property.
   2. Name the new document.
   3. Click Type and select File from the dropdown list.
   4. Click Save.
5. In the upper-right corner, select Save to preserve your changes.

To confirm, open the Sign tab and check that the attachment appears under Signature Packet Documents.

Include or Exclude Documents in a Signature Packet

You can control which documents in the configuration are sent for signature.

To include or exclude documents in a signature packet:

1. In Workflow Designer, select the workflow you want to edit.
2. Select the Sign tab.
3. Under Signature Packet Documents, drag documents into the Included or Excluded list.
4. In the upper-right corner, select Save to preserve your changes.

To confirm, open the Sign tab and check that each document appears in the intended list.