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Signeasy Delivery & Integration

Ryan J.
Updated
With Formstack Documents, you can automatically populate documents to collect signatures. Signeasy allows you to send documents to multiple signers, CC relevant parties, and send automatic reminders.
 

How Does It Work?


Step 1: Create a document template using Formstack Documents. You can upload an existing document template, use a sample template from our library, build from scratch with Formstack’s Native Document Builder or enter a prompt into our AI assistant. Learn more on getting started with document templates here. 




Step 2: Enter a signature field on your document template. Navigate to the right hand side of your builder. Select the ‘Insert’ dropdown menu and choose ‘e-Signature tag.

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Step 3: Navigate to the Delivery tab. Create a new delivery. Do a search or under the delivery options go to the e-signature category and click on Signeasy. 

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To authenticate your Signeasy account, log in to your Signeasy account from the prompt; the page will then refresh to view options to set up signers. 
 

Step 4: Add a description and message to your Signeasy document delivery. This could be the name of your template and a message that you would like to include directed to the signer(s). Select first names, last names and email addresses for the signers to include on the contract. If you do not have any merge fields in your document for the signer name or email address, select <> from the dropdown and type in the merge field like  {$signer_name} or {$signer_email}. This will add those as merge fields to your merge process (it will not place them inside your document).

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Step 5 (optional): Leverage additional options for your delivery like:

  • Sequential signing - participants will sign the document in the order assigned and choose if there are conditions within the document template to send to Signeasy for signature.
  • Conditional signings - set specific document conditions when this delivery should and should not be executed.
  • Delay the delivery - set a specific amount of time to delay the delivery to Signeasy from he time of merge.
  • Delay other deliveries until the signing is complete - if you want to store the fully executed document in a file storage service like Google Drive or Dropbox, you can choose this option in conjunction with another delivery integration for such services.
  • Choose an email address to send error messages to.

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Save your document delivery.



 



 
 

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