Enable and configure E-Signing

E-signatures are available via an Engage license

E-signatures can be enabled and tested by following the steps below:

1. Create or open an existing template from the template builder. If starting with a new template, select either the Blank or Simple quotation example template.
   

   

   
   

2. From the top left corner, navigate to the template settings.

   

   
   

3. In the Workflow tab, enable the E-signing External workflow.
   

   

   
   

4. Save the changes using the Save button. This is important as E-signing cannot be tested until the changes are saved.
   

   

While this is enough to get started with E-signatures, additional configuration might be needed to meet your needs. Proceed to the following articles to explore further configuration options.

Customize how your email is delivered

E-Signing Email Settings

Customize the general behavior of your e-signing process

Create and assign customized emails

Manage how the signers are determined

Display the signatures exactly how you want

Wish to test or running into issues?