signNow delivery

The signNow delivery sends generated documents to signNow for electronic signing.

Once you’ve added the signNow delivery to your process, you’ll be asked to connect to your signNow account and grant Plumsail Documents access to it:

connect to signNow account

After that, you’ll see the signNow delivery settings. How to customize them, learn from this instruction.

Main settings

Fill in the email subject and body. You can use tokens from the document template inside these fields to personalize them.

fill in the email subject and body

Add as many recipients as you need. Specify their roles, email addresses, and assign actions they’re required to complete - either Needs to sign or Receives a copy:

add signNow recipients

Sequential signing and other advanced settings

If you expand Advanced, you’ll see a few settings you can optionally enable.

advanced settings of signNow delivery

If you enable Sequential signing, it means that recipients will receive and sign the document in a strict order - as they go one after another in your list above. You can change the sequence of signing by simply dragging and dropping recipients:

drag and drop recipients to change the sequence of signing

Also, you can specify:

  • the expiration period;

  • sending reminders.

Important

Your document template must have signNow text tags to be successfully sent to signNow for signing.

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": "Signer1 <[email protected]>; Signer2 <[email protected]>"
}

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

You need to specify recipient roles by placing them before the email address.

role before email

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. Their list is available by clicking { }.

Let us assume your data has property invoiceNumber. In this case, you can include it using token {{invoiceNumber}}. The tokens work in 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.