If task completion requires signing a document, specify that requirement in this tab.

• Signing Document(s) Source - Choose one of:
  • Uploaded Documents - To select documents from the sidebar that were previously uploaded to the stream definition.
  • Document(s) present in a File field - To select a File Attachments field defined in a stream data component.
• Signing Document(s) - Select one or more documents from the specified source.
  (The selection-field appears when the document source has been chosen.)
• Document(s) Title - Give the document or documents a title that will be displayed as part of the task.
• eSign Provider - Choose a vendor of electronic signatures that has been configured in the Company Information settings.
• Signatory Name - Select a field that contains the name of the person who will be signing the document(s).
• Signatory Email - Select a field that contains the email address the document(s) will be sent to.
• Signed Document Storage - Required. Select a File Attachments field in which the signed PDF will be stored. 

Learn more: Document Signing