Documents from Airtable for Digital Signing

[Theo_Field]

Hi Guys,

I want to send a document (attachment field in Airtable) for digital signing and then have the returned document saved in Airtable also. Effectively the unsigned document will be loaded into Airtable via a form and once certain conditions are met it will be sent to another recipient for digital signing.

Is this possible through integromat or zapier? I don’t have a preference on signing platforms as of yet - just whatever will work really.

Thanks in advance,

Theo

[cor]

Hello Theo,
In theory what you want to do is possible with both Zapier and Integromat.

I think the challenge might be finding a digital sign platform that you can upload a doc for others to sign. Most platforms that I know you would need to setup the document in the platform in order to have it signed on the platform. Hopefully someone on here will be able to point us to the right app.

In terms of esign platforms - check out https://esignatures.io/ . I have no affiliation or connection, it’s just a very simple and cool app.

I look forward to reading others responses

Cor

[Bill_French]

cor:

I think the challenge might be finding a digital sign platform that you can upload a doc for others to sign.

This is indeed a challenge; there are no services that I’m aware of where you can submit a PDF and have it transformed into an e-signing-capable document. All of the e-signature services use a template approach that allows them to bind digital signatures to the resulting document. This is a key requirement because third parties cannot have the ability to substitute either a document with a signature or a signature with a document. Indeed, they must control the binding of data and digital signature fields into a unified binary that cannot be easily modified.

As such, you probably need a process like this, a solution architecture that has worked well for many Airtable clients. Note the only two blue lines represent the manual steps - all other steps in the process are automated.

[Theo_Field]

Thank you both for your replies!

@Bill.French are you able to give me a little more information on the Automation script to send the PDF to and from ESignatures?

[Bill_French]

Theo_Field:

a little more information on the Automation script to send the PDF to and from ESignatures?

Almost any scripting environment is capable of using the Airtable API to achieve processes like this. I tend to use the Google Apps Script environment because most businesses have that and it’s free and open to develop javascript [severless] apps.

Documents themselves are based on templates in E-Signatures which contain substitution field names that are populated through the E-Signatures API. The automation script runs every ten minutes looking for contract jobs to run and then uses the Airtable data to replace the values in the template and E-Signatures then builds the PDF with digital handlers to get signatures from designated parties.

[Anthony_Vila]

I use signrequest for this task.

Airtable form information received. I click a checkbox(airtable) to send a template via signrequest prefilled(Zapier) with form data for signature. If there are more than one signer you can make another column(Airtable) for their email before clicking the checkbox in airtable.

The signed document (PDF) is then sent back into airtable for record keeping. The only manual task is basically clicking the Checkbox to initiate the process and if needed adding more signers.

Look up
Signrequest How to pre-fill a document using external IDs

[Theo_Field]

Thank you all for your answers!

@Anthony_Vila I ended up creating a very similar workflow using Signnow.

For anyone that comes across this topic in the future, as Anthony said, you need to find a signing platform that will allow Zapier to trigger the sending of a template - the template can be prefilled with the data entered in the Airtable form/table.

Also, just to note at this stage, Integromat does not appear to have any integration with signing platforms to achieve this same result.

[Bill_French]

Theo_Field:

you need to find a signing platform that will allow Zapier to trigger the sending of a template

Yep, that’s one way to do it, but there are others that don’t involve Zapier. It depends on your requirements which implementation approach works best.

[Drikus_Eksteen]

Hi Theo

Here is is two great links that will probably sort you out. Especially the video from Gareth Provonost.He is excellent with automation and Airtable. Cor does not know it yet,but this is his next project for our company. Hope this help.

https://youtu.be/c_pG5R3XkTk

Jotform Approval Singnature Workflow

Drikus

[Drikus_Eksteen]

Sorry,after I send this one I saw I am a month late.

:face_with_hand_over_mouth:

Drikus