Document Signing task configuration

The Document Signing task in Nutrient Workflow Automation Platform enables electronic signing of documents within workflows. This reduces reliance on physical paperwork and manual tracking while supporting security and legal compliance.

Use this task to:

• Configure documents for internal or external signing

• Assign one or more recipients

• Manage notifications and reminders

• Enable sequential or parallel signing

This task supports collaboration by enabling multiple users to sign a document either in a specific order or at the same time.

Watch the video below to learn more about the Document Signing task:

Use cases

Use the Document Signing task in workflows that require one or more recipients to sign documents. Common scenarios include:

• Contract approvals

• Legal agreements

• Policy acknowledgments

• Compliance documentation

• Other formal documents that require electronic signatures

This task is well-suited for workflows in legal, financial, and administrative environments where timely execution and auditability are critical.

Task description

Use the Document Signing task to configure a document that one or more recipients must sign. You can assign the task to both internal users and external contacts. This task includes options to:

• Set up reminders and timeouts for pending signatures

• Configure separate notifications for signers and the document admin

• Define simultaneous or sequential signing flows

• Enable electronic signing for added security

The document admin can drag and drop signature fields, create signer groups, and reorder signers as needed.

Unlike other workflow tasks, the Document Signing task includes two stages:

• Configuration — The document admin sets up the document for signing. This includes specifying signer details, signing order, groups, field placements, and notification settings. The document admin is the designated recipient of this task stage.

• Signing — Signers receive the task and complete the signing process. Signers may be internal or external to the platform. When signers are assigned, they receive a secure link to access the document:

  • Internal signers — authenticate using their Workflow Automation credentials.

  • External signers — receive a one-time 6-digit authentication code.

For details on how this task appears to end users, refer to the document admin and signer guides. This guide focuses on the process designer’s perspective, using the Process Builder interface to configure the Document Signing task.

Task configuration

Configure the Document Signing task in the Process Builder tab using the steps mentioned below:

1. Prefill file – Source the document from an earlier task:

   • Select a file generated in a previous task, such as PDF Merge, PDF Generator, an approval, or an attachment question from a form.

   • If no file is selected, the document admin can upload a new file during runtime.

   

2. Preconfigure signer notification settings:

   • Define default notification content for signers.

   • The document admin can modify these notifications at runtime, but only within the data mappings configured by the process designer. This enables the designer to control what information can be included in messages sent to signers.

   

3. Signer reminders and timeouts:

   • Set default intervals for reminders and timeouts related to signer actions.

   • The document admin can adjust these settings at runtime if necessary.