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Question: is there a way to limit the option of sending for signature only when the document meets some conditions?

Maria Sarra
27255

Hello,

I have a file metadata isheet and I want the documents to be sent for signature only when one of the columns is equal to a certain value. Is it possible to only display the option to send for signature based on certain conditions in the column of the isheet?

Thank you!!

Parents

  • While I agree, even better would be the ability to fully configure the document for signature -- without the need to manually embed the signature and other components -- and automatically send out the document for electronic signature using a recipient field that was collected in the iSheet. That way, the entire workflow can be automated rather than needing to manually select the Send for Signature option.

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  • While I agree, even better would be the ability to fully configure the document for signature -- without the need to manually embed the signature and other components -- and automatically send out the document for electronic signature using a recipient field that was collected in the iSheet. That way, the entire workflow can be automated rather than needing to manually select the Send for Signature option.

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