The RSign service for Smartsheet integration allows Smartsheet’s users to send documents for electronic signature directly from their Smartsheet record, using the RSign system. It also enables users to automatically receive the signed documents in their Smartsheet record.
This article covers the following topics:
- Pre-requisites
- Sending documents to be signed
- Sending the signed documents automatically to Smartsheet
Pre-requisites
Setup
The RSign service can only be set up by an RPost representative. The Smartsheet configuration will be handled by an Smartsheet system administrator. If the integration has not been set up for your company, please get in touch with your RPost representative.
Templates
The RSign - Smartsheet integration only works with Templates created in the RSign platform. Uploading documents from the local machine or any other way is out of the integration’s scope.
Please review this article to learn how to create an RSign Template.
Sending documents to be signed
Creating a Smartsheet record
1. Login to your Smartsheet platform and review the Procurement Contracts.
2. After the trigger set-up in Smartsheet a document will be sent for eSignature through the RSign system. Example: A user changes the Signature Status column value to “Sent”. The flow will recognize that change and start the eSignature process.
Note: the RSign Template that will be sent is defined in the Smartsheet contract record.
3. The RSign Envelope generated is sent to the user or users (defined in the Smartsheet contract record). They will receive, in their mailbox, the document to complete and sign.
4. After clicking on the “View & Sign Document” button, the signer will be redirected to the RSign service for completing the eSignature request.
5. Click on the menu icon to expand the options bar, where the signer will have the option to filter based on fields that need completion or required fields.
- Green boxes show the fillable control field is complete.
- White boxes show the fillable control field is not complete.
- The asterisk icon (*) indicates the fillable control field is required.
6. After filling in all the fields, click on any of the available “Finish” buttons to complete the transaction.
Sending the signed documents automatically to Smartsheet
7. When the eSignature request is completed, the flow will receive the RSign notification, retrieve the final signed document along with the eSignature certificate, and upload it to the Smartsheet contract record.
RSign Signed Document Opened
ESignature Certificate view (included in the same document, depending on your RSign account settings).