1. How It Works
This feature is only available in the mode “Combine All Modes.”
Recipients have a new role called “Can approve & sign.” When selecting this role, approval emails will have a button named “Approve/Reject and Sign.”
Next is how to sign a request.
Step 1: Click the “Approve/Reject and Sign” button.
Step 2: Draw your signature, and add a comment if necessary. After that, click “Approve” or “Reject,” and it’s done.
Note: You cannot leave the signature field empty. Otherwise, you cannot proceed with the Approve or Reject buttons.
2. Document Field <<X Signature>>
A new field called <<X Signature>> is available. X can be a static email, for example, <<[email protected] Signature>>, or a dynamic field like <<Your Manager’s Email Signature>>.
Note: This signature document field works on a spreadsheet template as well.
3. The Result
The respondent and recipients will receive a final email containing the comment and the generated document. This document will include the signature.
