Sign Tab Settings in Workflow Designer – Ironclad

This topic will walk you through the settings in the Sign tab.

There are a variety of settings that you can configure in the Sign tab. To access these settings, click on the Workflow Designer tab and select the workflow configuration you want to modify. Click the Sign tab, and then click Settings. Review the content below to learn about each setting that you can configure.

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

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

eSignature 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
You can configure the email and name that a signer will see 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 tag 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. There is a 100 character limit. If you exceed 100 characters, your title may be cut short.

Packet Message and CC Recipients

You can edit the packet's message that the signers will receive. You can add a static message, or use tags to contextually update the tag 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.

The packet is sent to all signers and this cannot be changed. If you would like to add additional parties to the packet message, click the cc icon and select an email, company or user group, or email property to be included in the message.

Signature Packet

You can edit the document’s ordering and add file attachments uploaded from the form builder.

You can add a file attachment property to your launch form to allow users to add file attachments. However, only certain file types are included in the signature packet.

The following file types can be uploaded for file attachments included in the signature packet:

".pdf"
".doc"
".docx"

Conditional Signature Methods

You can conditionally trigger and switch between signature methods: eSignature, Click to Accept, and wet signature.

To enable a signature method, check the checkbox. Ironclad will sequentially evaluate the conditions for each enabled signature method. The signature method with the first true condition will be assigned as the contract’s signature method. If no condition evaluates to true, the last enabled signature method will be assigned the contract’s signature method. Reorder the signature methods by clicking the dots icon and dragging.

In the example configuration above, if Total Contract Value is less than $1M, the contract will be executed via Click to Accept. Else, it will be executed via eSignature. Wet Signature is not enabled. If during contract negotiation Total Contract Value changes from $500K to $1.5M, Ironclad will dynamically update the signature method from Click to Accept to eSignature.