E signature integration
Administrators can add workflow steps at any point in the process to collect legally binding document signatures using the E-Signature functionality.
E-Signature Form (Feed) Settings
Add an E-Signature feed from the E-Signature forms settings tab. It will look something like this:
Test the form by submitting an entry for signature.
The E-Signature Step Settings
Once all the above is installed, configured and working then you’re ready to add your workflow step. You can add a signature step at any point in the workflow. For example, you might want to collect the signature in the middle of a workflow after some user input and approval steps and then end the process perhaps with a PayPal payment step.
When you select the E-Signature step type, the settings will appear below. The settings allow you to select the assignees, configure an assignee email, display instructions, select the display fields and select the next step just as you would for any workflow step.
The settings will look something like this:
The E-Signature Workflow Step – Entry Detail
When the assignee opens the entry detail page from the inbox, he/she will see the invitation status in the workflow box and the “Review & Sign” button. The button will open a new window with the standalone document ready to sign. The step will complete immediately after the document is signed.
The “Review & Sign” button will only appear if the email address of the step assignee is the same as the email address of the document signer defined by the Signer E-mail setting in the E-Signature feed settings (see above).
If the email address of the assignee is different than the document signer email address, then the ‘Preview’ button will be displayed. The Preview button will open the standalone document, but it will not be possible to sign the document. This allows users to be assigned to the step in order to oversee the signing process. For example, a sales person can be assigned to the step along with the client. The client will be able to sign the document and the salesperson will see the entry in the inbox, check the status of the signature and resend the invitation (requires permissions to open the WP E-Signature plugin settings).