E-Signature
Business+Electronic signatures for contracts and documents.
The e-signature module enables legally binding electronic signatures without paper.
Signature Workflow
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Prepare Document - Add signature fields to template
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Request Signature - Send email with signature link
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Sign Document - Recipient signs digitally
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Confirmation - Both parties receive signed document
Signature Status
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Pending - Signature has been requested
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Sent - Email was delivered
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Viewed - Recipient has opened document
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Signed - Signature was completed
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Declined - Recipient refused to sign
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Expired - Signature deadline exceeded
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Voided - Signature request was voided by the admin
Settings
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Signature Provider - Choose between Dropbox Sign (HelloSign) or DocuSign
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Dropbox Sign (HelloSign) - Configure API key, client ID, and sandbox mode for testing
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DocuSign - Connect via OAuth with integration key, account ID, and environment (demo/production)
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Connection Test - Test the connection to your configured provider
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Webhook Secret - Auto-generated secret for verifying webhook callbacks from the provider
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Reminders - Automatic reminders on delay
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Validity Period - Deadline for signature request
Tips
- Electronic signatures are legally equivalent to handwritten ones
- Test the signature process with a test document
- All signed documents are automatically archived
- Use DocuSign sandbox or HelloSign sandbox mode for testing before going live
Notes
- Both Dropbox Sign (HelloSign) and DocuSign require separate provider accounts
- DocuSign connects via OAuth - click "Connect" in e-signature settings to authorize
- Audit trail documents the entire signature process