Using a Trigger to Initiate the Signing Process

By default, the EchoSign© signing process is initiated when a form is submitted. However, it is also possible to use a trigger to initiate the signing request. Using a trigger enables you to link the signing process into Respondent Update Mode, or when you update a record via the Record Details View, a Post Approval Process, or via a WorkFlow.

Electronic Signature Profile Settings

When configuring the Electronic Signature Profile Settings, you may want to select the checkbox: Manually Triggered Only. This will cause the profile to not be used on a form submission and to only be used when called directly from a trigger.

Setting up the Trigger

There are numerous ways to configure a trigger to send a signature request.  In the example video below, we're triggering the delivery of an Electronic Signature request via email after an administrator logs in and updates a records value from new to Approved.

Learn More:

• What are Electronic Signatures
• Electronic Signature Profile Settings & Options
• Collecting Signatures via Embedded/Widget Mode
• Using a Trigger to Handle Events
• Placing Signature (text Tags) with Dynamic PDF's
• Placing Signature (text Tags) with PDF Forms
• Generating PDF Documents
• Cancelling a Document
• Manually Sending a Reminder to Sign
• Viewing a Documents Audit Log or PDF