Signing
On the Responses tab, Add an action and Send for signature turns a response into a signing request. It needs the Sign feature, and permission to create envelopes on the destination folder’s share, or the step is skipped.
Foldr Cloud now. Appliances from 11.3 for Who signs and for signing after approval.
What to sign
Section titled “What to sign”| Choice | Signs |
|---|---|
| A signature template | A Sign template you choose. A template with several roles is not limited to the responder: Who signs each role connects each role to a person. |
| The responder’s answers (PDF) | A PDF the form makes of the answers. |
| The filled document template | The result of Fill in a document template. Choose that output first, or nothing is sent. |
Who signs
Section titled “Who signs”For a document with one signer, Who signs is:
| Choice | Means |
|---|---|
| The person filling in the form | Signed-in respondents go straight to signing. Anyone else is emailed a link. They sign as themselves using their email. |
| A specific email address | That person is emailed. |
| An email from an answer | The address in a question’s answer. |
Anyone but the responder gets an email asking them to sign. The responder is not taken to the document.
For a template with several roles, Who signs each role takes a choice for each role, the same three. Each signer is asked in the order the template sets.
Pre-fill fields from answers puts an answer into a field of the template. A pre-filled field is locked and shown to the signer already completed. Leave for the signer leaves the field open. Days until it expires takes 1 to 365; blank uses the template’s default.
Send only after approval
Section titled “Send only after approval”Send only after the response is approved holds the request until the form’s approval is approved. If the form has no approval, or none is raised for a response, nothing is sent. Settings warns No approval applies to this form: nothing will be sent.
On a form anyone can fill, the signer’s email is whatever the respondent typed. The approval is a person checking before it goes out. It does not prove the mailbox is theirs.
Sign events
Section titled “Sign events”When every signer has signed, Envelope Completed fires. See Forms, signing and reviews.