Creating an AssureSign signature template

Once you have built a Create PDF to sign template and assigned it to a pre-submission rule, you can then build an Add Electronic Signature template in order to pass the PDF to AssureSign, where the customer can sign it.

Once built, this should then be added to a pre-submission rule, after a Create PDF to sign action.

When using the AssureSign signature template, ensure that Resuming at start is set to No in the form settings. After signing the form the customer needs to return to the review page (see signing process) to complete their form submission and this setting will return the customer to the start of the form and display an error when used with the AssureSign action.

To create an Add Electronic Signature template:

  1. Navigate to Templates in the top navigation bar (under the form title).

  2. Click Create Template.

  3. A popover will open, asking which type of action we want to create a template for. Choose Add Electronic Signature under the AssureSign section, and click Next.

  4. We'll then be taken to the template builder for this action.

    It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.

  5. Set the title of your template, and click Next.

  6. Choose the document template that should be used in AssureSign, give your document a name, and click Next.

  7. Complete the mappings as shown in the final step. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.

  8. Click Save to create the template.

To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.

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