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 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.
When necessary, placing signature tags on the document before it is sent out for signature.

You can Signature Coordinator Role so that the role can be reassigned to someone else in the group when necessary. By default, the signature coordinator is the owner of the workflow.

eSignature Experience

There are three eSignature Experience settings:

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

Reassignments in eSignature

You can define whether or not signers can reassign their role. You have two options:

Signers cannot reassign themselves
Signers can reassign themselves

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.

Packet Title

The packet title 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

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 field 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 field 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, wet signature, and Click to Accept.

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.