Creating a merge document template for e-signature
To create a document template for signatures, simply add a merge field for Signatures in a company document template.
š”Note: Learn more about merge documents here.
Adding an e-signature document to a case
To add an e-signature document to a case, simply go to the Documents section and select the E-Signature Documents tab. Next, simply click on "+" or the Add e-signature document button.
Saving an e-signature document
In the e-signature document view from a case, click on Save or Save as .pdf.
š”Note: You can find documents saved as .pdf in the All Documents tab in a case.
Sending a document for signature
There are 2 ways to send an e-signature document from a case.
One way is to select an e-signature document in the Documents section of a case. Click on "..." and select Send for signature.
Another way is from the document editor. In the e-signature document view from a case, click on Share and select Send for signature.
Drag and drop the names to sort and confirm the order of signatures and click on Send for signature to send the documents via Docusign!
Adding supporting documents to a Docusign envelope
You can attach multiple supporting documents to a single Docusign envelope when sending e-signature documents. Simply select the documents you want to attach before clicking Send for signature.
š”Note: Signed e-signature documents now save a complete PDF in Workia, including all files that were part of the signing envelope.
Sharing an e-signature document via e-mail
In the e-signature document view from a case, click on Share and select Share document via email. Setup your message or use the Email Assistant and send!
š”Note: Sharing an e-signature document via email creates an entry in the Communications tab of a case!
Signature details
Click on "..." and select Signature Details to check the status of the e-signature document.
A manual Retry button is located on the right side of the Signature Details section. Use this to request the latest signature details if a document gets stuck and cannot move to the next signer.
You can also resend the document by clicking on Resend at the bottom part of the section.
