Thereforeâ„¢ Help

Configure your eSignature and add parties to the eSignature process.

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 Thereforeâ„¢ 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 Thereforeâ„¢ Content Connector. Enter the same context when configuring the Thereforeâ„¢ Content Connector indexing profile.

Reference: Content Connector

 

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.

Reference: Additional Settings

Template Fields

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