Documint Sign
This guide will demonstrate how to set up E-sign components in documents to send them directly from Documint to your clients. ✍️
This feature is available only on the current Silver plan and up and can only be accessed from the new Template Designer.
Currently in beta and only available upon request. Contact [email protected] to request.
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.
When creating the custom data source, the Signers field needs to be a "Collection" type with each object containing:
Name
String
String
Signing Order
Number
Open the Field Editor by clicking "Custom Data Source"
Add the following fields. The names of the fields can be whatever you'd like but the types must match the example below
After adding the fields click "Save".
In Airtable, we'll need at least 2 tables:
The primary table that you're generating the document from.
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
Signers
Linked Record
Link this field to the Signer's Table
Signer's Table Configuration
Signer's Name
Single Line Text
Signer's Email
Signing Order
Number
Here is a sample base you can model your tables on:
Connect to Documint
Follow these instructions to connect the Base to your template.
Make sure the Signers field that you create will be expanded when you integrate with Airtable.
Configure Documint Sign Settings
Once our data source is set up, we can go ahead and dive into the settings themselves.
Navigate to the "Integrations" tab
In the Integrations tab click the Documint Sign Destination
Settings Fields
Expires after
Amount of time signers have to sign the document before it expires and they can no longer sign it.
Requires all signers
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.
Enable auto reminders
Reminders will be sent a week after the document was created if it hasn't been signed yet.
Documint auto-detects the eligible fields for the signer field and the matching sub-fields that you can choose to populate.
If the email address field doesn't contain a valid email, the document won't be sent for signing. ⚠️
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.
Make sure to save the settings! 💾
Add E-sign Elements
Lastly, you need to position the signing fields in your document.
We have 4 types of fields:
Sign Field - Inserts a Basic Sign component
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)
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.
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. ⚙️
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!
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