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Reference > Solution Designer > Workflow > Workflow Design > Design Objects > Workflow Tasks > Automatic Tasks > Send for Signing

Send for Signing Configuration

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Configure your eSignature and add parties to the eSignature process.

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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

Reference: Content Connector

Convert to PDF

Converts the signed eSignature document into 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.

Reference: Additional Settings

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Template Fields

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