Create sign order

Creates a sign order for a single signer, thus initiating the document signing process. To create a sign order, you need to define the documents to be signed and add the signer. You can also configure additional settings such as the signature type, redirect links and authentication methods.

Upon creation, the signer receives a notification with a link where they can sign the document. Once signed, the document is available for download in the user journey report in the Signicat Dashboard.

After you create a signing order, you can further modify the signing process by adding more signers, including the sign order in the user journey and more. Find out about other signing step in the step reference documentation.

See it in action

Learn more about creating a signing order in the Contract signing tutorial.

How it works

The most important steps to create and manage a sign order are:

1. Create sign order: This is the initial and most crucial step. It's where you define the documents to be signed and add the first signer.
2. Add signer to sign order: If your document requires multiple signatures, you use this step to include additional signers.
3. Add documents to sign order: This step allows you to attach additional documents to an existing sign order.
4. Send sign order: This step finalises the setup and sends out notifications to all signers, officially starting the signing process.
5. Sign inside journey: This step allows a user to sign the documents immediately within the current user journey session.
6. Download signed documents: Once all parties have signed, this step allows you to retrieve the final, legally binding signed documents.

Add the step

To add the Create sign order step to your flow, do this:

1. In the Signicat Dashboard, navigate to Products > Signicat Mint.
2. Open your flow.
3. In the Builder UI, select the plus icon (+). Then, select Step.
4. In the "Steps" menu on the left, select Create sign order.

Now, configure the attributes as explained below.

Data

When you add this step in your workflow, you need to configure its attributes. The tables below describe each attribute and its properties.

Input

Optional fields

Output