How do you activate an electronic signature process from within DocsRobot?
Electronic signature process is activated from the main screen of the system. However, such a process cannot be run in a system that does not have template documents that already include textual “signature requirements” (such as “Sign here: ____________”), or in a “new” system that does not yet have forms for inputting information for the document generator…
Activating the signature process is possible from a picture that appears next to each “record” displayed on the screen, which the system recognizes as being related to a template document in which a “signature requirement” is integrated. Clicking on it displays a dialog window for entering email addresses or phone numbers to send the PDF document created from this record to each of the recipients for whom the “signature requirements” have been defined.
Activating the signature process is possible from a picture that appears next to each “record” displayed on the screen, which the system recognizes as being related to a template document in which a “signature requirement” is integrated. Clicking on it displays a dialog window for entering email addresses or phone numbers to send the PDF document created from this record to each of the recipients for whom the “signature requirements” have been defined.