Include Signers Dynamically from Petition Values
complete
Ross
In step 2 of the eSignature process configuration, I firmly believe as a user the setup of including signers is a tedious manual process that could be improved.
At present, the current eSignature setup on parallel means I need to manually input the name and email address of the person I want to sign the petition.
However, I think it is fairly obvious that the vast majority of times, the person being sent the petition will at least be one of the signers.
So, the data is already been provided and available if you want this to happen, instead of having to enter the name and email again.
Therefore, my feature request suggestion in order to create a more robust configuration system with far greater flexibility is to allow Dynamic choices in the eSignature setup.
For example, this essentially means when setting up the eSignature process for Who has to sign the document? then you would have the ability to select something like
Person who Sent the Petition
/ Custom Petition References
Custom Petition References would be values inputted in the specific petition elements which have references
Who has to sign the document?
{{ Sellers_Name}}
{{ Sellers_Email}}
AND
{{ Sellers_Lawyer_Name}}
{{ Sellers_Lawyer_Email}}
This sort of custom flexibility is what would separate parallel even further from its completion.
D
Derek Lou
complete
This feature was released in July.
D
Derek Lou
in progress
We are adding suggestions during the sending and signature process, detecting emails and, if fields groups linked to profiles is used, name and last name will be used for the suggestion.
D
Derek Lou
under review