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Create seamless workflows to connect your go-to Formstack Apps: Forms, Sign, Docs, and Forms for Salesforce. See here for an overview of how to set up a workflow.
After you have set up your first step (Form or Forms for Salesforce only), you can then add a Sign step to your workflow to collect signatures via email delivery or in-session.
Step 1: From the workflow, drag and drop Sign from the available apps.
Step 2: Configure the step. Select the step's dropdown menu and choose Edit.
Step 3: Identify the document template you want to be signed and name the document. This document can come from:
- A previous Documents step
- In your Sign account
- Upload a new one
NOTE: If you are configuring a step, only the documents available to the logged-in user are available to add to a workflow.
Step 4: Assign participants. In the next Sign configuring step, you can assign unlimited participants.
You have the option to deliver a signing request via email or send via SMS text message. If emailed, craft a custom message, CC other emails, and optionally set up daily or weekly reminders.
Or toggle on the in-session signer option:
This is a seamless option for Sign steps that follow a Form step for in-person events. When a form is submitted, your end-user is redirected to a Sign document within the same browser session eliminating the extra step of needing to access a signing link through an email first.
Multiple in-session signers can be set up on the same step; however, they must precede any email participants.
NOTE: In-session signers will not receive an email verification with a signing link or an automated copy of the signed document. As a result, the audit trail on the signed document does not reference the signer; it references a general Formstack email and signed copies must be distributed outside of the workflow.
Step 5: Map fields for the signer to act on.
When building out the step, you can include:
- Full Name (always required if present)
- Signature (always required if present)
- Date (always required if present)
- Initials (always required if present)
- Checkbox input (optional or make it required for your signers)
- Text input (can be made optional or required, mapped, empty, or static text)
Fields from any previous Forms step can be mapped to any location on the Sign document apart from radio buttons and checkboxes in Sign.
NOTE: Signature fields cannot be mapped to other steps.
Step 6: Select Done to capture configurations for the Sign step.
Once all steps are configured, easily distribute your workflow with the "Share Workflow" link from your workflow page.