Esign

This article cover how to set-up Gravity Geeks esignature add-ons.

Current esignature add-ons:

1. BoldSign

2. PandaDoc

3. Dropbox Sign

There are currently 4 settings options for each esign add-ons. Which are:

1. Choose a template

2. Signer Fields

3. Invitation Title

4. Invitation Message

5. Force Signing Order

6. Enable Auto-reminders

Choose a template

The template options populates a full list of templates inside of the e-signature platform you are using. When you select an option, we will count how many signer(s) you have dynamically create the signer name and signer email fields inside of the settings. For example, before we select a template, we can see a hint inside of our settings that tell us "Signer fields will be created once a template has been selected. Please select a BoldSign Template above."

When you select a template from the Templates droddown, we can now see the signer fields generated for us.

Signer Fields

Signer fields allow us to select input fields inside of our form to be used to dynamically map and/or assign specific data to each of the signers. For example, if we select the first name field input in our form for the signer 1 full name, then we will automatically prompt the first signer to sign only where the first signer is allowed to sign.

Similarly, when we assign an email input in our form for the signer 1 email, then we will know who to send the signature request to.

Invitation title

The invitation title is what is used in the email itself. It is more of a title to the body of the signature request. You can use this to add a note to each signer.

Invitation Message

The invitation message allows you to enter longer amounts of text. For example, please sign the following document(s). The invitation message is included inside of the email that is sent to both signers.

Force signing order, enable auto-reminders, forwarding settings, and allow signer decline are specific to each add-on and is not offered for all esignature add-ons.