Sign Document

How It Works #

1. The Candidate reaches the Sign Document Step.
2. A document is prepared for signing.
3. The Candidate verifies their identity (via OTP).
4. The Candidate reviews and signs the document digitally.
5. The document is finalised and stored.
6. The Journey continues to the next Step.

How to Configure #

Basic Setup #

1. Open your Agent in the Agent Editor.
2. Go to Path Steps.
3. Click Add Step → select Sign Document.
   4. Enter your Display Text.

Upload Document #

1. Upload the PDF document.

> Important: After uploading the document, you must click Save first. This registers the document and enables the Template Editor.

Prepare Document Template #

Configure Signers #

1. Signer 1 → Candidate (auto-filled based on Journey data).
2. (Optional) Add an additional signer if multiple parties need to sign.

Optional Settings #

• Add a Redirect URL after signing (where the Candidate goes after completion).
• Configure Reminders (email timing and message for unsigned documents).

Final Step #

1. Click Save to apply all configurations.

What the Candidate Sees #

1. Sees a "Ready to sign" message.
2. Clicks Sign Now.
3. Verifies their email via OTP (one-time code).

4. Reviews the document.
5. Signs digitally.
6. Clicks Finish / Next to continue the Journey.

How the Runner Handles Signing #

• Requires OTP verification before the Candidate can access the document
• Locks the document after signing (prevents changes)
• Prevents duplicate signing
• Supports multi-signer flows (if configured)

What Admin / Reviewer Sees #

From the Candidate record, admins can:

• Track document status (Sent / Signed)
• View or download the signed document
• Monitor signer activity

Example #

Scenario: The Candidate must sign an employment agreement before onboarding continues.

Flow:

1. Candidate receives the document
2. Candidate verifies identity and signs
3. Signed document is stored in the Candidate record
4. Journey continues to the next Step

Tips #

• Always Save after uploading the document before editing the template
• Place signature fields clearly on the document
• Use Reminders to reduce drop-off on unsigned documents
• Place Require Sign-In before this Step if additional identity verification is needed

Notes #

• Requires a valid email or phone number for OTP verification
• Uses an external e-signature provider
• Signed documents are stored in the Candidate record and can be downloaded

Related Pages #

• Document Exchange
• Require Sign-In
• Agent Troubleshooting