Send for Signing Configuration

Configure your eSignature and add parties to the eSignature process.

For more information about Therefore™ eSignatures please check the relevant reference pages:

Therefore™ eSignatures

eSignature provider
Select an eSignature provider from the drop-down list.

Template
If the provider supports templates they can be loaded by selecting them from the drop-down menu. Templates must be configured on the eSignature provider's side and are visible in Therefore™ once the user is authenticated with their provider.

Subject
Specify the subject line in the notification e-mails sent out by the eSignature providers. Manually type in a subject line or select 'Macros' to see a list of available workflow macros.

Macros
Opens a dialog with all available macros. It is also possible to choose index data fields defined for the category as the subject.

Context
The context will be used to match documents to an indexing profile when retrieving documents with the Therefore™ Content Connector. Enter the same context when configuring the Therefore™ Content Connector indexing profile:
Signature Monitoring Configuration

Convert to PDF
Converts the signed eSignature document into a PDF.

Must sign in order below
The order of signatories is determined by the order in which they appear in the Signatories section.

Signatories
Click 'Add' to add a new party to the eSignature process. The supported fields differ by provider and are detailed in the following topics.

Additional Settings
Opens the 'Additional Settings' dialog.
Additional Settings

Template Fields
Opens a dialog with the template fields defined in the respective eSignature provider account.

Note: Configuring this task for a DocuSign integration specifically, allows for users to check a 'Deactivate Template Matching' checkbox, which will force the template to be applied in any situation.