E-Sign Block

 

Why would you use E-Signatures?

E-signatures allow you to sign documents electronically, removing the need for physical paper documents and creating more efficiency with handling signed documents. Other contents such as the name of signatories and exact dates of signing will be shown inside the document.

 

Which E-Sign Vendors can I use in Checkbox?

Checkbox supports e-signatures by DocuSign and Adobe Sign. Learn how you can enable DocuSign OR enable Adobe Sign.

 

How to set up your E-Sign block

  1. In Studio, click onto a E-Sign block and click ‘Add Recipients’

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  2. Enter the name and emails of the recipients. TXT#, LIST# and USER# variables and static text are supported for the recipient name and email fields. Learn more about Operators and Variables.

    Notes:

    LIST variables are typically used from Merge blocks that have merged the names and emails of e-signature recipients from text input fields in FORM blocks. Learn more about Merge blocks.

    If LIST variables are used, the list of the names and emails of e-signature recipients in the Merge block or LIST block must correspond to each other by order and have the same length. It is best practice to reference LIST variables with curly braces (e.g. {{LIST14}}) but the E-Sign block will still register LIST variables without curly braces (i.e. LIST14 can still be used).

     

    Can I specify the order of signing by the signatories?

    Yes. The order of signing by the signatories are determined by the order of the recipient fields. For example, in the below screenshot, Jane Wilson will be the first signatory to receive the e-signature email. Once Jane has signed, the signatory chosen inside a User Picker (i.e. {{USER12.name}}) will sign next. If a LIST variable is used, the order of signing will be determined by the order of the signatories inside the list.

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  3. Assign the role of each recipient with either “Signer” or “CC”.

    Note: The behaviour of e-signature emails for CC recipients vary depending on whether the Project Team uses DocuSign or Adobe Sign.

    • DocuSign: CC recipients will receive the signed document after the Signers have signed the document via email. CC recipients are not able to sign the document.

    • Adobe Sign: CC recipients will initially receive a notification email informing that they have been copied into the e-signature emails. Once the Signer has signed the document using Adobe Sign, the CC recipient will also receive the signed document via email. CC recipients are not able to sign the document.

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  4. Scroll down and select the Report that either DocuSign or Adobe Sign should send to the recipients.

    Note: Reports must first be uploaded or generated using the Doc Gen block for it to be referenced. Learn more about Rich Style Document Templates AND specifying E-Signature Location on a Document.

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  5. Provide an e-signature email subject and body.

    Note: Referenced variables, such as {{Client}} and/or meta variables can be used to give a more personalised notification. Learn more about Operators and Variables AND/OR see the list of all meta variables.

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