Product Ideas

OnTask Send and Sign Workflow out of the template to resemble Docusign

Things such as customizing the Subject Line and adding signing parties.

  • Guest
  • Nov 22 2021
  • Needs review
Requested by: Internal Request
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  • Guest commented
    15 Dec, 2021 04:50am

    Here is the link to how Docusign Works

    Our out of the box "get document signed" workflow does not do the following or make clear:

    1. Ability to present Multiple Documents for Signature

    2. Set Signing Order of the involved parties

    3. Customize Email Subject Line

    4. Customize Email Body Message

    5. Enable Reminders

    6. Enable Expiration

  • +1