Signing in workflows and forms

Send for signature in a workflow

Add the Send for signature step to a workflow. It takes:

• Document (PDF): usually the file from an earlier step, such as a document your workflow generated
• Who signs: email addresses, or Name <email>, separated by commas
• Document name and Message (optional)

A signature page is added to the end of the document with a box for each person. The workflow waits until everyone has signed, then carries on with the signed PDF. If someone declines, or the request is cancelled or expires, the workflow follows that path instead.

Turn on Sign in the order listed to email the signers one after another, and set Days to sign to change the 30-day expiry.

Start a workflow when a document is signed

The Document signed trigger starts a workflow whenever everyone has signed a request, with the signed PDF as its file. Use it to save signed documents to a folder or send them on.

Collect a signature in a form

On a form's image question, turn on Collect a signature. The person filling in the form draws or types their signature instead of choosing a file. It goes into any document the form generates, like any other image.

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