Creating a document with signature
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Prerequisite
Introduction
For a document to go through a signature process, it is necessary to create it in a category associated with a signature configuration. This is what defines whether a document will be signed once it is created.
To continue the flow example, the “RC001 - Rent contract - Machine” document will be created from the “RC01 - Rent contract” category configured in the previous step. The electronic file of the contract will be added to this document. Thus, it will be ready to be signed in the next step.
Creating a document with signature
To create a document, perform the steps shown in the video of the Creating a document article.
However, when selecting a category, select one associated with a signature configuration.
After creating the document, add the electronic file that will go through signature. To learn how to add an electronic file, access the Adding single and multiple files to the document and Adding complex files to the document articles.
The signature configuration and its association with a category have been covered in previous flow steps.
Conclusion
Now that the document has been created, the signature process will follow the configurations. Thus, the next step is to sign the document.