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How can i create a link of Signed Document in Workflows so that i can route to other party for Signature?

Forum|Forum|6 years ago
August 27, 2019
16 replies
143 views

CLM

Best answer by Community Expert

Yup, so you would just use the same document variable from before, inside an Email Document step, like below. One note, though. If you use DocuSign as your e-signature provider, I believe it will automatically email both parties with the fully signed document on completion.

And no worries, we were all newbies once and Spring doesn't exactly help much with good documentation.

Screen Shot 2019-08-28 at 2.52.06 PM

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C

Community Member

Legacy User

I am using SpringCM

C

Community Member

Legacy User

Yes but who are you using for e-signature? That doesn't look like DocuSign. AdobeSign?

C

Community Member

Legacy User

For both written and e-signature we are using AdobeSign. If i have not interpret your question wrong.

C

Community Member

Legacy User

Yeah so at that point in the process, I believe it's controlled by your e-signature provider. I don't think there's anything you can do in Spring to control your AdobeSign. In our company, we use DocuSign so I'm not familiar with AdobeSign at all.

C

Community Member

Legacy User

Thank u @Tai Nguyen..And last but not the least..What about cases.Can we create cases using workflow?

If yes, then how?

Justin Jiang

Established Contributor

DocuSign CLM, we can not auto place signature blocks

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