This article explains how to select a connected signature provider for an individual workflow configuration’s signature packet in Workflow Designer.
Use Case
Your company has connected one or more signature providers to Ironclad, and you want a specific workflow to use DocuSign, Dropbox Sign, Adobe Sign, or Ironclad Signature for its signature packet.
Prerequisites
| Features |
Workflow Designer, eSignature Integrations |
| Connected Systems |
An administrator must configure the eSignature integration before you can access it in WFD. Learn more about configuring eSignature Integrations. |
| Permissions |
You have Admin or Workflow Designer editing permissions. |
Select an eSignature Provider in Workflow Designer
To assign a specific eSignature provider on the workflow level:
- Sign in to Ironclad and click Workflow Designer.
- Select the workflow configuration you want to edit.
- Click the Sign tab.
- Click the Settings tab.
- Under Signature Acceptance Methods, click Add acceptance method.
- Select eSignature from the dropdown menu.
- In the eSignature section that appears, select your connected provider: DocuSign, Dropbox Sign, Adobe Sign or another signature provider.
- Click Save.
The provider selected at the workflow level overrides the company default for that workflow. If no provider is selected, the workflow uses the company default provider. Learn more about setting a default eSignature provider.
If your eSignature provider isn't listed, you will need to ask your administrator to connect the provider in Company Settings > Integrations > Manage eSignature accounts. After the provider is connected, return to the workflow configuration's Sign step.