eversign delivery

The eversign delivery sends the resulting document to eversign for signing.

To start with, you need to log in to your eversign account from the Plumsail account and authorize Plumsail Documents to access it.

connect to eversign

After that, you’ll be able to customize the eversign delivery.

Main settings

Select the business from the dropdown:

select eversign business

Fill in email subject and body:

fill in email subject and body

Add recipients - as many as you need. They could have Needs to sign and Receives a copy roles:

roles of recipients in eversign delivery

In the screenshot above, you may see lock buttons. One is green, which means it’s activated. Another is off.

locks to set signer PINs

Clicking on the lock, you can set a signer PIN. Signer PINs provide you with extra signer authentication and security.

apply signer PINs

Sequential signing and other advanced settings

Expand Advanced to customize more settings.

advanced eversign settings
  • Here you can switch on Sequential signing, then just drag and drop recipients to define an order in which they should sign the document:

drag and drop recipients to change the sequence of signing
  • Enable Require all signers to sign to complete the document. If this option is on, all signers must sign the document in order to complete it. If at least one of them declines to sign, this document will be canceled.

  • One more significant option here is to enable Sandbox eversign mode. With Sandbox on, you won’t be charged, and signed documents won’t be valid. They will have a tag [test-only-not-binding]. Use this mode for testing purposes.

Specify recipients dynamically based on your data

You may want to set recipients dynamically for each document. In this case, you can use tokens inside the Email field. Data passed to the process will define who will receive the document.

tokens inside eversign recipients

The token can contain not only one email address but the list of them comma- or semicolon-separated. Like this:

{
    "emails": "Derek Clark <[email protected]>; Jessica Adams <[email protected]>"
}

Mind that if you put the list of recipients into the single field, the information you typed in the Name field will be skipped.

You can specify recipient names in the list by placing names before the email address.

name before email

Or you can omit that, and the email address will be displayed as a recipient name.

In case Sequential signing is enabled, the order in which recipients receive the document will be the same as in the list.

Use tokens inside email subject and body

You can insert values from your data using tokens. Let us assume, your data has property “invoiceNumber”. In this case, you can include it using token {{invoiceNumber}}.

Those tokens work the same way as in document templates including value formatters. Additionally, you can use {{@date}} token to include current date:

  • {{@date}} - full current date with time.

  • {{@date}:format(dd.MM.yyyy hh:mm)} - formatted current date.