Do you want to be notified when an eSignature Document is ready to Countersign? You can create automations for any board that you use to send out eSignature Documents.
In this article, you will learn:
- What the different triggers are for eSignature Documents
- How to set up an automation
What Can Trigger an Automation?
There are four different conditions along with their criteria that can trigger an automation for an eSignature Document.
- Countersigned
- Created
- Expiration
- Status
How to Set Up an eSignature Automation
For the board that you want to send eSignature documents from, add a new automation. Title the automation and select a folder.
Select Custom Condition and search for eSignatures. Then, select the condition and criteria
For example, I want to be notified when an eSignature document has been signed by at least one recipient but has yet to be countersigned. Since this is part of a process, I’d also want to include the stage a card would be in while waiting for the eSignature to be completed.
The last steps are to select the action and the timing.
For this example, I’d want to be notified when an eSignature is about ready to be signed. I’d select Notify via a Mention or Create a Task.
