Setting up the send
2 min read
The automation step that starts the request. You decide which templates get signed, where the result goes, who gets the mail and how long it is valid.
One template and one target field per row
Each row names a template and the file field the signed PDF belongs in. Every template needs a Signature element on it, or there would be nothing to sign. No field is allowed: the document then hangs off the record without sitting in a particular place.
The address is frozen at send
You usually give it as a variable from the contact field. At send it is held fast. If the record changes later, it stays traceable who was written to, and in case of doubt that is what counts.
The deadline runs from send, not from now
A mail outage should not eat into the recipient's deadline. Counting therefore starts the moment the mail actually goes out, not the moment the step ran.
Send again or only extend
If the step runs again for a request that is already open, a switch decides: with Send again the same link goes out once more, without it only the deadline is extended. For a follow-up you usually want the first.
Step by step
- In the flow, choose the plus and take Request signature.
- Set the template and the target field for each row.
- Enter the recipient as a variable from the contact field.
- Set the deadline in days and write the text of the mail.
- Check in a test run that the request appears and the mail reads well.
Why is the step locked?
Because the account has no outgoing mail account yet. Without a sender there would be nothing to send.
Does the link have to be in the text of the mail?
No. The mail places it as a button itself. A second link in the body is a second place to go stale.
What if the target field already holds a document?
It gets replaced. Anyone wanting both takes two fields or lets the second document go to no field.
Can I enter several recipients?
No, a request has exactly one. Two signers need two requests, and then they are two separate entries in the protocol.
How do I follow up?
With Wait on the condition that the file exists plus a maximum, then a branch: in the still missing path the same step appears again, with Send again switched on.