Smartstaff, administrator
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||
<pre><!--SignatureExpiryDays 14--></pre>
||After submission to DocusignSignEasy, the document will expire after 14 days. Signees will not be able to access the document if it has gone unsigned at the time of expiry.
|-
||Configure the CC email list
<pre><!--SignatureCC abc@fake.com;ABC Smith,qa1@fake.com;QA1--></pre>
||Emails will be copied to the list of people included here.
|-
||Configure the email flow for multiple signees
<pre><!--SignatureFlow P--></pre>
||If you specify the signature flow as P (Parallel), emails will be sent to all signees at the same time.
If you specify the signature flow as S (Sequential), emails will be sent sequentially, ; for example: email will only be sent to the second signee after the first signee has completed signing the document, and so on.(if left out, behaviour will default to Parallel)
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||Set the Signature Block location
||
<pre><!--SignatureBlock Please sign--></pre>
||If the anchor string is "Please sign", DocuSign SignEasy will find "Please sign" in your HTML and place the Signature block below it.
Signees will see a signature block to click on and sign.
* If "Please sign" is not found in the document, or if you do not include this tag in your HTML, signees will have the option to place their signature anywhere in the document.
==Note==
For DocuSign SignEasy to retrieve signee emails, names etc, you will have to embed them in your HTML. They will then be used in the email sent to signees. For example:
<pre> [#(?object=contact;criteria=roleid='12527';orderby=firstname) <!--SignatureFlow P--><!--signature ~email~;SIGNER;~firstname~;~lastname~;~Index~;~companyname~-->#]</pre>
