Workflows
Enable the review and approval of emails and documents. Assign approval authority to partners or managers.
Workflow
Sending Documents for Signature
- Digital Signatures using DocuSign
- Digital Signatures using Adobe Sign
- Digital Signatures using Annature
- Digital Signatures using FuseSign
- Digital Signatures using myprosperity
- Summary of what happens when document(s) are Sent for Signing
Troubleshooting
- "AdobeSign Error: Invalid user ID or email provided in x-api-user header" when sending a document for signing
- "'Client' does not have an email" when sending a document for signature
- "Error posting envelope to Annature: Document base must be supplied" when sending documents for signing
- "Unable to create email, internal server error" when sending a document for signing via myprosperity
- "Access token provided is invalid or has expired" when sending documents for signing via Adobe Sign
- "FuseSign authentication failed, authentication may be expired" when sending a document for signing via FuseSign