HubSolv's integration with Signable allows you to send documents to clients that require a signature in order to get them signed digitally - a much quicker and hassle free process.
All you need to get started is a Signable account, which you can get by following this link.
Once your account has been created, enter the details of your Signable account into HubSolv, so that the system can process your login and documents.
Go to Settings > Document Signing > New Account.
For help in setting up your Signable account click on the link below.
You can then create the triggers that would push the documents via Signable. You will have to use special dynamic fields in these documents in order to generate the correct information.
Creating the triggers:
- Create a trigger with the action Send Document for Signature.
- Configure this action with the corresponding template and destination.
- Indicate the dynamic fields responsible for the signing parties (signer 1 = client, signer 2 = partner)
- Select a location to store the generated document in.
As with any trigger, you can also add in conditions for the trigger to follow certain statuses or actions within HubSolv. Find out more about triggers in this article.
Creating dynamic fields in your document:
When creating the documents you want to submit for digital signature, you can use the following format for implementing dynamic fields:
If you have any questions, please feel free to contact email@example.com