Sometimes when requesting information we need the final document to be signed, or we may even use the information we collect to generate a signed document. For example, a contract or agreement between different parties.
In any case, with Parallel add a eSignature process is possible. We integrate an electronic signature feature, so that your recipients can enjoy a simple and 100% online experience.
💡 Integration with electronic signature is only available under request.
If you are interested in this feature, please contact our sales department.
Add eSignature on a template
The best option if you want to save time in your processes, it's to activate the eSignature in the template. This way, every time that template is used, the eSignature will be activated and configured according to your needs.
Let's see how to activate and configure it step by step.
First, make sure you access the template in which you want to activate it:
You can create a new template, in this article you'll learn how to do it.
or you can select an existing template, and enter in Edit template.
From the template, go to the Settings tab and add an eSignature process.
Configure your eSignature process
When added, a window will appear with the different configuration options:
eSignature provider: This option only appears when there is more than one signature provider in your account. Allows you to change between Signaturit and Signaturit Sandbox, their test environment, which doesn't consume credits and can be used for testing. However, in most cases you will not need to change it.
Title of the document: This title will be use as the header of the document, bellow your organization's logo and will name the signed file.
When you want the eSignature to start?: Here you can choose at which point in the process you want to send the document to be signed.
After the parallel is completed: Once all the required information is completed, the signature will be sent directly.
This option is recommended in processes where agility is sought and the review process is not so important.
After reviewing the information: In this option, after completing the information and checking that it is correct, you can start the signature manually. From the Review tab.
This opction is recommended in processes where it is important to check that the information is correct before signing the document
If you selected the first option "After the parallel is completed", you will have a second step will to indicate who has to sign the document.
3a. Who has to sign the document?, you have two options:
Indicate once the parallel in completed: This option allows you to choose who has to sign later. It is usually the most recommended when you configure from the template, since generally, the signers will vary depending on the process.
Include signers: This option allows you to add emails contacts to sign. In the template, can be used to include a contact of your organization that you know will have to sign off on all the processes in that template.
When adding a signer, a checkbox will appear to allow recipients to add additional signers. you can activate it if you want your recipients to be able to add additional signers.
⚠️ Note that when you set up the eSignature on a template, all the parallels from that template onwards will have the eSignature added with the settings you have chosen.
Add eSignature on a parallel
If your template has the eSignature process added, when you Use template, you will have this process configured by default and you will not need to added it again.
However, if you want to edit your eSignature configuration or add it from a parallel you can do so by following the steps below:
Go to the COMPOSE tab in the top navigation of the screen.
In the Settings tab, as we did in the template, you can add a eSignature process, or if it is already enabled, select the eSignature Settings button to modify the configuration.
You can set up your signature process by following the steps explained above.
In addition, you can activate it from the REVIEW tab. This option is useful especially if for any reason you have to cancel a process in progress and need to start a new one.
First, access the REVIEW tab in the top navigation of the screen.
Scroll down the page to the end of all the answers, where you will find the eSignature space.
Whether there is no signature activated or the previous one has been cancelled, we'll find a button with the signature icon and a +. This button will allow us to add a new signature process.
A window will open to configure this new signature process, you can do it by following the steps explained above.
If you want to know more about the eSignature and their statuses, you can go to our article: Check the status of an electronic signature.