Customize Your Workflow Configuration’s eSignature Experience

This article will walk you through how to customize your workflow configuration's eSignature experience.

Configure Signer Verification

1. Click the Workflow Designer tab. Select the workflow configuration you want to edit.
2. Click the Sign tab, and then click Settings.
3. Under eSignature, click More Settings.
4. Toggle on Require verification for all signers.
5. Click Publish. Any workflows created from that workflow configuration from then on will require all signers to enter a one-time password that is emailed to them before accessing the signature packet.

   Click to view the signers’ experience

   Once the signer selects Review and Sign in the signature request email, they are asked to verify their identity in their browser.

   

    

   After the signer clicks Send my code, they receive an email with a 6-digit verification code.

   

    

   The signer must enter the correct code to see the signature packet.

   

Configure Automatic Sign Reminders

Automated Signature Request Reminders are set up by default for workflows with Ironclad Signature as the signature provider. They are defaulted to have the first reminder sent out 3 days after the initial signature request, and every 7 days thereafter.

Reminders are sent at the same time the original signature request went out. For example, if the signature request went out at 10 AM Pacific on Tuesday, and you have the first reminder being sent 3 days later, the reminder will go out at 10 AM Pacific that Friday.

The signer will receive the same reminder that displays if someone selects to manually remind the signer, which is a version of the signature request email, but with “Reminder” in the subject line, as shown below.

1. Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click on the Sign tab.
2. Click the Settings tab and locate the eSignature section.
3. Scroll down to Send automatic reminders.
4. To update the days, enter any positive integer in either box.
   To only send one reminder, set Send first reminder after… to any positive integer, and set Keep sending reminders every… to “0”.
5. To turn off automatic reminders, select the green toggle and set it to the off position.

Configure Key Terms

You can select Key Terms from workflow properties to display to your internal signers before they sign. They are not displayed to external signers. Internal signers see them along with approvals and signatures when they select “Sign with Ironclad''. Internal signers will see the values of the key terms as they were at the time they were submitted for signature.

You can configure Key Terms at the workflow configuration level:

1. Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click on the Sign tab.
2. Click the Settings tab and locate the eSignature section.
3. Select More Settings and scroll down to Key Terms.
4. Select Add/Remove key terms to add any workflow properties that you would like the internal signer(s) to see.
   
   NOTE You cannot add a Related Record or Attachment to Key Terms at this time.
5. You can drag and drop or use the arrows to change the order in which they will appear for the internal signer(s).
6. Save and publish the workflow configuration.

Disable Reassigning Signers

By default, allowing signers to reassign themselves is turned on. If you would like signers to not have this capability, disable Allow reassignment in Workflow Designer > Sign > Settings > More settings.

Customize the Reply-To Email

1. Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click on the Sign tab > Settings, and then locate eSignature.
2. Customize the recipient of replies to signature request emails.
3. Adjust the name and email to be an individual, role or a group. There is not a default name and email.

Customize the Signature Request Email

1. Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click on the Sign tab > Settings, and then locate eSignature Packet.
2. Customize the name of the sender, subject, and the recipients of the signature packet, including CC recipients.
3. Update the email text.
   1. If you want to add dynamic workflow properties to allow for customized email messages based on the information from your workflow template, enter a [ where you would like to add the dynamic workflow property. A list of properties displays. You can include dynamic workflow properties in the Subject line. Dynamic Table properties, Yes/No form property types, File Upload properties, and Related Properties cannot be added into the email body or subject line.
   2. Select the dynamic workflow property you want to add.
   3. If you want to copy a dynamic workflow property into your email text, locate the property in the Properties and Conditions panel. Click the three stacked dots next to the property, and then click Copy property code. Paste the property into your email text.
4. Click Publish.

Redirect Counterparty to URL After Signing

1. Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click on the Sign tab > Settings, and then locate eSignature Packet.
2. Toggle on Redirect counterparties to a URL after they accept.
3. Enter the URL you want the signer to be redirected to after they select Click to Sign.

Disable Default Signature Request Complete Email

1. Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click on the Sign tab > Settings, and then locate eSignature Packet.
2. Deselect Enable default signature request complete email. From then on, parties receiving the signature packet will not receive an additional email upon execution.