Smartstaff
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→Creating a Web Page View
# Create or edit a '''Special - Web Page View''' custom field. This field will be used to generate a document and send it for signing.
# For '''HTML Template''', click "SmartFields Sample Template" link to insert the sample template into the field.
# Replace the variable “@SmartFields@” with your desired content.See the section below for examples. # Add the desired signature tags and referenced anchor strings. See the section below for examples.
# Toggle on '''Enable E-signature'''.
# For '''Failed to Complete Workflow''', choose the desired workflow you wish to run in the event that the e-signature process fails to complete. Typically you will want to notify someone so they can take action.