Signing process
In this article, you'll learn what the signing process for the enduser looks like.
Signature request email
After triggering the eSignature workflow, the signer(s) receive this email from our eSignature provider "BoldSign". Your company logo is also embedded:
Click on "Review and Sign" to open the signature portal.
Signature portal -> signing the document
After clicking on the "Review and Sign" button in the email, the user is redirected to the "BoldSign Signature Portal", which is also branded with your logo and contains a preview of the document with highlighted signature fields:
The signer has multiple options to sign:
Choose the name with a pre-defined font
"Draw" the signature (e.g. with tablet, phone,...)
Upload a scanned image of the signature
After signing, click on "Finish" -> That's it. You'll receive a signing confirmation via email.
Multiple signers (optional)
If there are multiple signers, the signing experience for the second signer looks similar, already with the first signature visible:
Confirmation emails and monday board
After everyone has signed, you will receive a confirmation email with the signed document and an "Audit Log" PDF with time stamps attached.
Both documents are also automatically saved to your monday file column which you defined in the "eSignature workflow" setup:
If you have any questions or need help with the set-up, please reach out to us: Contact
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