Signature Workflows
Fill out and sign your documents directly.
Last updated
Was this helpful?
Fill out and sign your documents directly.
Last updated
Was this helpful?
Feathery supports a combination of autofilling document templates and manually signing / entering information into the document as well.
You can manually invite users via email to sign documents or sign them directly yourself.
You can automatically fill document templates based on user interactions with a Feathery form. You can also optionally route the document out for signature / manual input afterwards.
All form-initiated workflows will start by prefilling the document with any existing form submission data that has been mapped to fields in the document.
In your form email integration, you can add a link to an Feathery document for your email recipient to sign by including {{FeatheryDocument:<DOCUMENT_ID>}}, where <DOCUMENT_ID> is the unique ID of the document to sign.
You can set up a fill trigger for your document template when a field value is changed or a form submission is completed.
For example, you may want to route a contract out for signature once a form submission is approved. You can annotate the document with a signature field, then set the document trigger to be when the approval status field value is changed to Approved.
When a submission is approved, the document will automatically be sent out for signature.
A link to your signed document can be saved to a hidden field. This can be configured under the Signature Flow section of your document settings. Once the URL is saved to the field, it can then be leveraged in your other integrations and logic (e.g. sent to a CRM).
If you configure a button in your form with the action, you'll be able to allow your form users to sign documents directly as part of the form flow.
The document to sign will already be with data from the current submission based on the relevant field mappings.
