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Configure Self Signing Workflows

 

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Overview

Enabling the Self-sign experience can be done at the account and/or group level.

The option to enable the experience can be found by navigating to Account Settings > Global Settings > Self Signing Workflows

There are two self-signing environments available:

  • Fill & Sign provides a fieldless environment where users click directly into the form and type their content. Signatures are applied from a dropdown menu.
  • Structured Self Sign provides an environment where users can author fields onto the page and include signer authentication.

Enabling the Enable self signing workflows option provides access to the Structured Self Sign environment.

There are two other embedded controls to further expand or limit the user experience:

  • Default to the Fill & Sign experience - If enabled, the Fill & Sign experience loads as the default interface when a user opens a self-signing workflow.
    • If disabled, the Structured Self Sign experience loads as the default environment.   
  • Allow users to switch between the Fill & Sign experience and the Structured Self Sign experience - If enabled, the user sees a link to switch between the two experiences.
    • If disabled, the user may not switch environments.

The admin can configure the account/group between the two embedded options to provide access to only one environment or both.

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Configuration

Availability:

Self-signing workflows are available for configuration only with the enterprise license plans.

Team and individual licenses have access to use self-signing workflows by selecting the Fill and Sign tile on the Home page and then switching into the Self-sign environment. The settings are not available to configure.

Configuration scope:

The feature can be enabled at the account and group levels.

The controls for this feature can be assessed by navigating to Global Settings > Self Signing Workflows

The configurable options are:

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