Workflow Automation: Send a RightTemplate
The Send RightTemplate allows you to send templates that exist in your RightSignature Account.
CREATING YOUR TEMPLATE
To get started, first log into your RightSignature account and create your template there.
In the above document, we are using merge fields to insert data from the Podio Item into the Template, as well as text, signature, and date fields that the signer can use. Note: Be sure that your merge fields are large enough to display all the text. RightSignature will shrink the text down to fit the box.
Once the Template has been saved, create a new flow to using the Send a RightTemplate action. If you update this template at any time, be sure to update this action.
USING THE ACTION
In your flow, add the Send a RightTemplate action (not to be confused with the Send via RightSignature).
Choose the created RightTemplate from the dropdown. (This list will get any current templates found on your RightSignature account.) Once selected, you’ll see any information your RightTemplate requires appear in your workflow:
Here, you can fill any merge fields you’ve added to your RightTemplate, decide who your document will be sent to, and even customize the email that the recipient will get requesting their signature. Any information here can be filled in using simple text, or you can use the Field Select tool to include information from your Podio apps.
SIGNING THE DOCUMENT
The Signer will receive the merged document with all the fields filled in, and will be prompted to sign any fields assigned to them.
Once the document is signed, it’ll be stored in RightSignature. You can also create a workflow to retrieve a signed document automatically.
Once signed, the final document will look something like this:
The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.
DIESER DIENST KANN ÜBERSETZUNGEN ENTHALTEN, DIE VON GOOGLE BEREITGESTELLT WERDEN. GOOGLE LEHNT JEDE AUSDRÜCKLICHE ODER STILLSCHWEIGENDE GEWÄHRLEISTUNG IN BEZUG AUF DIE ÜBERSETZUNGEN AB, EINSCHLIESSLICH JEGLICHER GEWÄHRLEISTUNG DER GENAUIGKEIT, ZUVERLÄSSIGKEIT UND JEGLICHER STILLSCHWEIGENDEN GEWÄHRLEISTUNG DER MARKTGÄNGIGKEIT, DER EIGNUNG FÜR EINEN BESTIMMTEN ZWECK UND DER NICHTVERLETZUNG VON RECHTEN DRITTER.
CE SERVICE PEUT CONTENIR DES TRADUCTIONS FOURNIES PAR GOOGLE. GOOGLE EXCLUT TOUTE GARANTIE RELATIVE AUX TRADUCTIONS, EXPRESSE OU IMPLICITE, Y COMPRIS TOUTE GARANTIE D'EXACTITUDE, DE FIABILITÉ ET TOUTE GARANTIE IMPLICITE DE QUALITÉ MARCHANDE, D'ADÉQUATION À UN USAGE PARTICULIER ET D'ABSENCE DE CONTREFAÇON.
ESTE SERVICIO PUEDE CONTENER TRADUCCIONES CON TECNOLOGÍA DE GOOGLE. GOOGLE RENUNCIA A TODAS LAS GARANTÍAS RELACIONADAS CON LAS TRADUCCIONES, TANTO IMPLÍCITAS COMO EXPLÍCITAS, INCLUIDAS LAS GARANTÍAS DE EXACTITUD, FIABILIDAD Y OTRAS GARANTÍAS IMPLÍCITAS DE COMERCIABILIDAD, IDONEIDAD PARA UN FIN EN PARTICULAR Y AUSENCIA DE INFRACCIÓN DE DERECHOS.
本服务可能包含由 Google 提供技术支持的翻译。Google 对这些翻译内容不做任何明示或暗示的保证，包括对准确性、可靠性的任何保证以及对适销性、特定用途的适用性和非侵权性的任何暗示保证。
このサービスには、Google が提供する翻訳が含まれている可能性があります。Google は翻訳について、明示的か黙示的かを問わず、精度と信頼性に関するあらゆる保証、および商品性、特定目的への適合性、第三者の権利を侵害しないことに関するあらゆる黙示的保証を含め、一切保証しません。
ESTE SERVIÇO PODE CONTER TRADUÇÕES FORNECIDAS PELO GOOGLE. O GOOGLE SE EXIME DE TODAS AS GARANTIAS RELACIONADAS COM AS TRADUÇÕES, EXPRESSAS OU IMPLÍCITAS, INCLUINDO QUALQUER GARANTIA DE PRECISÃO, CONFIABILIDADE E QUALQUER GARANTIA IMPLÍCITA DE COMERCIALIZAÇÃO, ADEQUAÇÃO A UM PROPÓSITO ESPECÍFICO E NÃO INFRAÇÃO.
