Enabling E-signatures

You can enable E-signatures on a Form or the entire Sequence. 

If you want to collect signatures or initials on each form within your Sequence, enable E-signature on each Form. 

To enable E-signatures on a Form
  1. Navigate to the Forms & Rules tab and drag the Form Template onto the canvas. 
  2. Select the “i” next to the Form Template to access the Element Properties window.
  3. Select Enable E-signature.

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If you only want to collect a signature or initials on the final step of your sequence, enable E-signature on the sequence. You do not have to enable it on each form.

To enable E-signature on a Sequence
  1. Navigate to the Sequence tab and drag the sequence onto the canvas.
  2. Select the “i” next to the Sequence to access the Sequence properties window.
  3. Select Enable E-Signature.

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Multiple Signatures

On a form that collects multiple signatures, you need to have an email field on the form for each signature you are collecting.

  1. If using the DocuSign fields on the form, drag each field onto the form.

    enable e-signature 3

  2. In the Field Properties window, map the field to the specific Signer.  Signer 1 is always the student. 

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  3. Before you publish your sequence, update the properties for DocuSign on the sequence by selecting the “i” next to the sequence when it is on the canvas.

  4. Map the signers to the appropriate emails.

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Related Topics

Integrating DocuSign

Related Tasks

Logging into DocuSign

Configuring DocuSign

Working with DocuSign Fields

Moving from Test to Production