SignNow

This feature is not yet supported in the Lightning Experience DocGen Designer.

Send DocGen Package output to recipients for electronic signature with SignNow. You add a SignNow Delivery Option to a DocGen Package, then create a list of recipients. With the recipients in place, you can tag your templates for signatures. After you create the delivery, add your recipients, and update and add a template to Salesforce, you are ready to run the DocGen Package.

Here is a high level breakdown of the process:

  • Add a SignNow Delivery

  • Create one or more recipients

  • Tag template

Add a SignNow delivery option

You can add a SignNow delivery option from the DocGen Package Wizard or the Delivery Options related list on a DocGen Package. The wizard offers access to common options for all deliveries, but you must finish configuration from the related list, where you can set up recipients.

Note: You must integrate SignNow with Nintex DocGen to add a SignNow delivery option. For more information, see SignNow in the Integrations topic.

To add a SignNow delivery option from the DocGen Package Wizard:

  1. In Nintex DocGen, click DocGen Packages.

  2. Select New.

  3. From Basics, enter required information in these fields:

    • DocGen Package Name

    • Type

    • DocGen Package Starting Object.

    For more information, see DocGen Packages.

  4. From Delivery Options, under Type, select SignNow.

  5. Under Name, type a name (that the user running the DocGen Package will see)

  6. On DocGen Package Templates, select or upload a template and click Save.

Note: You must integrate SignNow with Nintex DocGen to add a SignNow delivery option. For more information, see Integrations in the Integrations topic.

To add or edit the SignNow delivery option from the Delivery Options related list:

  1. In Nintex DocGen, click DocGen Package

  2. Select the DocGen Package for which you want to add or edit the SignNow delivery option and take one of the following actions on the Delivery Option related list.

    • Click New Delivery Option and from Type of new record, select SignNow and then click Continue.

    • From an existing SignNow delivery, click Edit.

  3. In Name, type a name (that the user running the DocGen Package will see)

  4. (Optional) Select Allow Subject and Email Changes - this checkbox will allow the user who runs the DocGen Package to make changes to the subject and body of the email message at run time.

  5. In Subject, type text to display in the subject of the email.

  6. In Email Text, type text to display in the body of the email.

  7. Click Save.

Note: The Delivery Option Detail page opens where you select recipients. For more information, see Add or edit a recipients to an SignNow Delivery.

Add or edit recipients for a SignNow delivery option

After you add a SignNow delivery option, you must add recipients to sign the output documents. For example, if you needed a client and a representative from your company to sign a contract, then your delivery option would require two recipients.

To add a recipient to a SignNow delivery:

  1. In Nintex DocGen, click DocGen Packages.

  2. From a DocGen Package that has a SignNow Delivery option, on the Delivery Options related list, click Name for the delivery option.

  3. In Recipients, click New Recipient to add a recipient or click Edit to edit an existing recipient.

  4. Under Type, select the type of recipient you are creating.

  5. In Signing Order, type a number to reflect the order of your recipients if you have multiple recipients. For example, a value of three means that the recipient will be the third person to receive the document for signing.

  6. In Role Name, type a name for the recipient. This will be visible on the run DocGen Package page

  7. Select Required if a signature from this recipient is required to generate documents.

  8. Select Display Title if the recipient's title should be displayed on the run DocGen Package page.

  9. In Specified Signer, select an option to identify this signer.

  10. Click Save.

Send output documents to SignNow for signature

After you add the SignNow delivery and a recipient to your DocGen Package, you can deliver documents to SignNow for signature.

Note: You have to tag your template with the SignNow signing tag before you generate documents. The SignNow tags identify where the signature should appear on the generated document. For more information, see Tag SignNow templates.

To send output documents to SignNow

  1. In Nintex DocGen, click DocGen Package.

  2. Select a DocGen Package with a SignNow delivery with at least one recipient

  3. Click Select Record and select a record, a contact, and the SignNow delivery option.

  4. Select a signer (if necessary).

  5. Click Run DocGen Package.

  6. Output files are generated. If you click the document, you can download it.

  7. Click Send to SignNow.