eSign Actions

Form.io allows integration with eSignature providers to capture an eSignature, a digital signature, from one or many signers. This process is customizable and works for both PDF and API forms. The eSign action is required to complete the signature workflow process.

Click here for a full walkthrough on setting up the eSign workflow

The Form.io Box Sign Integration will soon be deprecated

Settings

Approvers: Recipients who need to approve a document sent for eSignature, but do not need to provide a signature. The values here can be a string email address or an interpolated value. Example values: [email protected] or {{data.approverEmailAddress}}

Final Signed Copy Recipients: Recipients who need to be sent a copy of the signed document once the signing has been completed. The values here can be a string email address or an interpolated value. Example values: [email protected] or {{data.finalCopyRecipientEmail}}

Automatically redirect to E-Sign provider on Form Submit: By checking this box, the form will automatically redirect to eSignature provider website upon form submission to allow the person submitting the form to provide a signature. Note that there is no redirect back to Form.io upon signature completion. You will have to navigate back to Form.io.

Email Subject: A custom email subject to be included in the signature request email. Valid values are string values. Example: Please eSign this form

Email Message: A custom email message to be included in the signature request email. Valid values are string values. Example: This is my test email message

Name of upload PDF File: The name you wish to customize for the file when uploaded to the eSignature provider. Valid values are string values. By default, if you leave this field blank, the name of the file when uploaded will be the submission id. Example: My request form