👤 For pipe admins 🔐 Available for those who request access to the feature 🎯 For sending documents to sign digitally and automating/organizing signed documents with Pipefy |
Overview
Welcome to pipesign, an e-signature app integrated within Pipefy. This tool streamlines the process of collecting digital signatures, automating document generation and sending, and customizing email appearances. It's perfect for handling contracts, NDAs, orders, and more.
Key Features
Automated Document Generation:
1. Use pipesign's HTML to PDF feature via Pipefy's integration platform.
Email Customization: Add your company logo and customize email text.
Automated Reminders: Set up automatic reminders for signature requests.
Document Parameters: Include signatures, initials, birthdates, and other parameters.
Signature Page: Add a signature page with a QR code for validity proof.
Legal Validity: Capture IP and location data for signatures, ensuring legal validity in Brazil, the US, most EU member states, and other countries.
Brazil-specific Features: Require CPF or accept a digital certificate for signatures.
2. Request access to the Pipefy Document Generator app for multiple templates and Word document formatting.
Getting Started
Enabling pipesign
1. Navigate to Tools: Go to the Tools tab in your pipe.
2. Select Apps: Choose Apps and enable the pipesign app.
3. Access pipesign: It will appear in your pipe header under the pipesign view.
Sending Documents for Signature
1. Create a Document: Open the pipesign view and click to create a new document. Then, attach your file.
1a. It is also possible to send a document from a card by clicking on "Create New":
2. Select Recipients: Choose the recipients and the methods for delivering the signature link, which can be email, SMS, or WhatsApp. Here you can also select the language and jurisdiction of the document and define the order of signatures if needed.
3. Placement of signatures: Pipefy will automatically generate a new page compiling all the signatures in the document. If you wish to place them in a specific part of the doc, you can do so on this screen; just select the signature you want to place and then click where in the document it should be.
4. Advanced customizations: Next, you can customize the email content, CCs, reminders, and other settings.
Customize Emails: Personalize the email's appearance with your company logo and text.
Automate Reminders: Set up reminders to ensure timely signatures.
Include Parameters: Place specific elements like signatures, initials, and birth dates within documents.
Add Signature Page: Include a signature page with a QR code for proof of validity.
Legal Compliance: Capture necessary data for legal compliance in multiple regions.
Brazil-specific Requirements: Implement CPF verification or accept digital certificates.
5. Send Document: The recipient will receive an email with a link to the signature page to provide the necessary information and sign.
Signing documents
The recipients of the sent document will receive a URL in the selected channel of communication (Email, SMS, WhatsApp) to access and sign the document.
When signing a document for the first time, the recipient will need to provide a signature, which can be drawn or a picture, as well as some regulatory information such as their birth date and CPF (For Brazil only).
When the document is signed, all recipients will receive a signed copy and be able to download it or validate the signature by scanning the QR code.
By standard, the signed document will include a signature page with all signatures, the local and IP of the signature, and the hash to validate its veracity.
Viewing Signed Documents
Access Details: Signed documents can be viewed within Pipefy, attached to the respective Pipefy card.
Automating Document Generation and Sending
1. Set Up Automation: Configure automation using Pipefy's integration platform. This allows documents to be sent based on specific card events, such as moving a card.
2. View Automated Documents: Automated documents will appear in the pipe view and be attached to the Pipefy card, providing status visibility.
Settings
Going to the Settings tab, you can access additional customization options:
Customizing your own personal information and signature
Customizing the standard appearance of the emails
Webhooks and API, Configure a webhook URL to be notified of signed documents (this is mainly used to integrate sending/receiving documents automatically).
Accessing Additional Tools
Pipefy Document Generator App: Request access to this app for enhanced document generation capabilities, including multiple templates and Word document formatting.
Integration Platform: Utilize Pipefy’s integration platform to automate document processes using connectors for common APIs and cloud/on-premise software (HTTP, SFTP, SQL, JDBC).
Conclusion
pipesign enhances your document workflow, saving time and ensuring accuracy in your signature collection process. By automating document handling and leveraging customization features, your team can focus on more strategic tasks.
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