![]() ![]() For instance, you may only want to run the signature workflow for vendors who are assigned to specific departments in your organization.Ĭhoose Signatures from the list of automation tasks and select Adobe Sign as the signature service provider.Ĭlick the Link your Adobe Sign account button to authorize Document Studio to send signature requests on your behalf through Google Sheets. Inside the Conditions section, specify if you want your workflow to run only if the row data satisfies certain conditions. Click on Continue to move to the conditions page. Inside the Document Studio app, provide a descriptive name for your workflow and choose the specific worksheet in your Google Spreadsheet that contains the merge data. You may either open an existing Google Sheet or create a new sheet and add data in one or more rows of the sheet. Install the Document Studio add-on and open your Google Sheet to launch the add-on. Choose Sender for any pre-filled fields that will be auto-filled with data from Google Sheets. You can change who the placed fields are assigned to by accessing the Recipients drop-down list and changing the selected recipient. You may upload the Word or PDF document for your computer or import an existing document from Google Drive, Box, Dropbox or Microsoft OneDrive.Ĭlick the Preview and Add Fields button and add the fields you want to use for the signature request.Īll fields placed are assigned to the first recipient by default. Give your template a name and upload the document(s) you want to send for signing with the signature. Sign-in to your Adobe Sign account, formerly EchoSign, and click the Create a Reusable Template button to add a new library template. After the vendor signs the document, the document is sent to the internal sales and purchase team for review and signature. The digital signatures are legally valid, verifiable and you can send the same document to multiple recipients for e-signing.įor this example, we have a Google Sheet that contains a list of vendors in a Google Sheet and we need to send the vendor onboarding documents to each email address for signature. With Adobe Sign and Document Studio, you can send documents for electronic signatures in bulk from within Google Sheets. Send documents for signature with Adobe Sign and Google Sheets ![]()
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