File and Document Management

eSignatures.io

5min
from creating contracts to keeping track of the signed ones, the esignatures io modules enable you to easily automate your contract sending process from start to finish getting started with esignatures io prerequisites an esignatures io account in order to use esignatures io with make, it is necessary to have an esignatures io account if you do not have one, you can create an esignatures io account at esignatures io https //esignatures io/ connecting esignatures io to make to connect your esignatures io account to make you need to obtain the secret token from your esignatures io account and insert it in the create a connection dialog in the make module log in to your esignatures io account go to api settings in the top right corner copy the secret token to your clipboard go to make and open the esignatures io module's create a connection dialog in the connection name field, enter a name for the connection in the secret token field, enter the token details copied in step 3, and click continue the connection has been established triggers all triggers need a webhook in order for them to function in your esignatures io module, choose any of the triggers then generate a webhook this will automatically connect the webhook from make to your esignatures io account trigger options description watch contract sent to signer triggered when the contract is sent to a signer watch contract signed triggered when all signers have signed the contract watch contract signed by a signer triggered when each individual signer has signed the contract watch webhook error notifications triggered when an error has occurred (eg delivery issue) actions create a contract creates a new contract connection esignatures io docid\ lpbvxqxh fidd jfedbro test mode choose between sending a live contract or a test contract template select the template you want to use for the contract placeholder fields specify placeholders in the template to be replaced with your custom data signers api key this is a placeholder name as specified in the template editor value data that would replace the placeholder add and specify signers of the contract name name of the signer email email address of the signer (for identification) mobile mobile number of the signer (for identification) ticking the box beside show advanced settings in the signer field allows you to add company name company name of the signer redirect url the url that the signer will be redirected to after signing the contract auto sign enable this option to automatically add the signer's signature to the contract signing order to specify the order of signers when the same number is used for two or more signers, they will receive the signature request at the same time ( advanced settings ) contract title enter the unique title of the contract (the template name is used when not specified) it appears in emails, generated documents, and dashboard pages ( advanced settings ) metadata add your own custom information (eg your own record id) ( advanced settings ) language select the signer page/email language