Sign Step
Collect eSignatures from one or more participants with configurable signing order, delivery settings, and positioned signing fields.
The Sign step orchestrates an eSignature flow as part of a workflow. You define who needs to sign, in what order, how to notify them, and where their signature fields appear on the document. Once all participants have signed, the workflow continues.
Configuration
| name | type | required | description |
|---|---|---|---|
name | string | yes | A human-friendly name for this signing package. |
type | string | yes | dynamic (generated from workflow data) or static (from a fixed asset). |
signingOrder | string | yes | sequential (one signer at a time) or simultaneous (all signers notified at once). |
delivery | object | yes | Email and SMS delivery settings. See Delivery below. |
templates | array | yes | One or more document templates with signing fields. See Templates below. |
participants | array | yes | People who will sign or fill fields. See Participants below. |
shouldNotCollectSignerName | boolean | no | When true, skips collecting the signer's name during the signing process. |
Delivery
The delivery object configures how signers are notified.
| name | type | required | description |
|---|---|---|---|
fromName | string | yes | Sender name shown in notification emails. |
replyTo | string | no | Reply-to email address. |
subject | string | yes | Email subject line. |
smsMessage | string | no | Optional SMS body for notifying signers. |
buttonLabel | string | yes | Text shown on the call-to-action button in the email. |
Participants
Each participant is a person who will sign or complete fields on the document.
| name | type | required | description |
|---|---|---|---|
name | string | yes | Participant display name. |
email | string | no | Contact email for delivery and identity. |
signingOrder | integer | yes | Position in the signing sequence when signingOrder is sequential. |