# Documint Sign

{% embed url="<https://youtu.be/uPyhMlDbzog>" %}

{% hint style="warning" %}
This feature is available only on the current **Silver plan and up** and can only be accessed from the new Template Designer.
{% endhint %}

{% stepper %}
{% step %}

### Configure Data Source

Signer information will need to be included with the data sent to Documint when creating a document. As such, we'll need to add a Collection Field (list of objects) that has at least 2 child properties, one that will contain the signer's email address and one that will contain the signer's name. &#x20;

{% tabs %}
{% tab title="Custom Data Source" %}
When creating the custom data source, the Signers field needs to be a "Collection" type with each object containing:

| Field         | Type   |             Required            |
| ------------- | ------ | :-----------------------------: |
| Name          | String | <i class="fa-check">:check:</i> |
| Email         | String | <i class="fa-check">:check:</i> |
| Signing Order | Number |                                 |

{% hint style="info" %}
If you already have a collection field that contains the signer information, you can skip.&#x20;
{% endhint %}

{% hint style="warning" %}
Signer's field cannot have the same email address more than once, and it cannot have the same email as the requester.
{% endhint %}

Open the Field Editor by clicking **"Custom Data Source"**&#x20;

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FnOyrwb2wjsAi1EKmESlR%2FSales%20Quote%20%C2%B7%209.26pm%20%C2%B7%2010-29.jpeg?alt=media&#x26;token=8e5f21c0-13e6-47cd-9b50-202dfde9b923" alt=""><figcaption></figcaption></figure>

Add the following fields. The names of the fields can be whatever you'd like, but the types must match the example below

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2F6SNXo8GAyapzQgb3VEci%2FSales%20Quote%20%C2%B7%209.36pm%20%C2%B7%2010-29.jpeg?alt=media&#x26;token=28a53045-10bc-402c-ac1e-b4535bc77fdd" alt=""><figcaption></figcaption></figure>

After adding the fields, click **"Save"**

{% hint style="danger" %}
**ALL SIGNERS MUST BE IN THE SAME FIELD**
{% endhint %}
{% endtab %}

{% tab title="Airtable" %}
In Airtable, we'll need at least 2 tables:&#x20;

1. The primary table that you're generating the document from.&#x20;
2. The secondary table that will contain the signers data. This table will be linked with the primary table via a Linked Record field.

#### Primary Table Configuration

{% hint style="info" %}
Table and Field names can be whatever you want them to be.
{% endhint %}

<table><thead><tr><th>Field</th><th>Field Type</th><th data-type="checkbox">Required</th><th>Notes</th></tr></thead><tbody><tr><td>Signers</td><td>Linked Record</td><td>true</td><td>Link this field to the Signer's Table</td></tr></tbody></table>

{% hint style="danger" %}
**ALL SIGNERS MUST BE IN THE SAME FIELD**
{% endhint %}

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FywKpgYBTzJ7YYV0UVObU%2FDocumint%20Sign%20Sample_%20Primary.jpeg?alt=media&#x26;token=029b6824-6df4-4c59-8d04-46fa7c418a8d" alt=""><figcaption></figcaption></figure>

#### Signer's Table Configuration

<table><thead><tr><th>Field Purpose</th><th>Field Type</th><th data-type="checkbox">Required</th></tr></thead><tbody><tr><td>Signer's Name</td><td>Single Line Text</td><td>true</td></tr><tr><td>Signer's Email</td><td>Email</td><td>true</td></tr><tr><td>Signing Order</td><td>Number</td><td>false</td></tr></tbody></table>

{% hint style="warning" %}
Signer's field cannot have the same email address more than once, and it cannot have the same email as the requester.
{% endhint %}

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2Fho42bls8n1cwuTxXqTtv%2FDocumint%20Sign%20Sample_%20Signers.jpeg?alt=media&#x26;token=099e4a54-a4f5-406d-a03f-4589d22c32ab" alt=""><figcaption></figcaption></figure>

Here is a sample base you can model your tables on:

<a href="https://airtable.com/appia050KmTldJ8dk/shrHRjcquDZn7UcJ9" class="button primary" data-icon="database">Example Airtable Base</a>

#### Connect to Documint

Follow these instructions to [connect the Base](https://docs.documint.me/~/changes/155/integrations/airtable) to your template.

{% hint style="warning" %}
Make sure the Signers field that you create will be expanded when you integrate with Airtable.
{% endhint %}

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FgHkSt3LL3thi50tR9UaT%2Fimage.png?alt=media&#x26;token=9881cbd7-d652-4fc0-a78c-3fab071348aa" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}
{% endstep %}

{% step %}

### Configure Documint Sign Settings

Once our data source is set up, we can go ahead and dive into the settings themselves.<br>

Navigate to the **"Integrations"** tab

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FtMMtn6xyRW12isWUDxxS%2FSales%20Quote%20%C2%B7%208.54pm%20%C2%B7%2010-29.jpeg?alt=media&#x26;token=d608c489-7969-4ef2-bceb-a846d892a8b6" alt=""><figcaption></figcaption></figure>

In the Integrations tab click the **Documint Sign** Destination

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FwhBNWgvSDz03e1o07kHo%2FSales%20Quote%20%C2%B7%209.02pm%20%C2%B7%2010-29.jpeg?alt=media&#x26;token=c6c5dcf0-816f-40ce-8302-0cdc19c6bd91" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FupWSapGvZZDr5uMAfcoi%2FSales%20Quote-%20E-sign%20Settings.jpeg?alt=media&#x26;token=67ec2f0b-a0f4-4035-a108-732c608105a6" alt=""><figcaption></figcaption></figure>

### Settings Fields

<table><thead><tr><th width="213">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Expires after</td><td>Amount of time signers have to sign the document before it expires and they can no longer sign it.</td></tr><tr><td>Requires all signers</td><td>Check this option to require all signers to sign in order to complete this document. If false, then the document will can be finalized after being signed by one.</td></tr><tr><td>Enable auto reminders</td><td>Reminders will be sent a week after the document was created if it hasn't been signed yet.</td></tr></tbody></table>

Documint auto-detects the eligible fields for the signer field and the matching sub-fields that you can choose to populate.&#x20;

{% hint style="danger" %}
If the email address field doesn't contain a valid email, the document won't be sent for signing. ⚠️
{% endhint %}

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FDYGz2r4tr8zxU6zawIU7%2Fimage.png?alt=media&#x26;token=b4afbc7f-60a9-484b-bdc3-504ece46ea73" alt=""><figcaption></figcaption></figure>

Finally, you can add a custom message and title (the title is connected to the document name), in which you can use the variables from your template to populate dynamically if needed.

{% hint style="warning" %}
Make sure to **save** the settings! 💾
{% endhint %}

{% endstep %}

{% step %}

### Add E-sign Elements

Lastly, you need to position the signing fields in your document.

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2Fa6ZusHiujHKUvR2factv%2Fimage.png?alt=media&#x26;token=5c5b4588-5eac-450e-9dba-9dc6a3d262cc" alt=""><figcaption></figcaption></figure>

We have 4 types of fields:

* Sign Field - Inserts a Basic Sign component&#x20;
* Date Field - Inserts current date when signing
* Initials Field - Inserts initials based on name
* Text Field - The client can choose what to insert (we offer validations for guaranteed free input)![](https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FYJauNKi8qJXAi2cDlMP5%2Fimage.png?alt=media\&token=540e30ff-b73c-40f2-827f-5a21c0e01e1b)

For each signing field, we can also make sure some specific fields are required. If we've enabled signing order, we need to set up the signing order accordingly.

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FbPN6mTqVDSZg4hc1L3fF%2Fimage.png?alt=media&#x26;token=e46914df-b995-46e1-a158-f7a3ba56e6a9" alt=""><figcaption></figcaption></figure>

These settings will pop up whenever we drop a field in, or we can access them again by clicking the component and selecting the cogwheel icon. ⚙️

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FFCBrjwGt5yF0stwEv09C%2Fimage.png?alt=media&#x26;token=b420367e-bd5d-4cc8-8f16-5eaeb08a1430" alt=""><figcaption></figcaption></figure>

All that's left now is to merge the document while with the data depending on your integration, and the data will be compiled and sent!&#x20;
{% endstep %}
{% endstepper %}