Enboarder supports the following e-Sign providers:

It's very simple to use these in your Workflow to trigger templates that you may have in your e-sign account, like policies, procedures, and even tax file declarations! Note, none of your templates are housed in Enboarder, we simply act as the trigger for the templates you’ve already created in your e-sign account.

You just need to have one of the above accounts with the ability to integrate (not all subscription tiers of e-sign providers allow integration so please check with your vendor for confirmation on this).

Step 1: Integrate with your E-sign provider via the Settings tab! To do this, get in touch with your E-sign administrator so that they can assist you with this process. (You can find all our E-Sign integration articles right here in the help center!).

Step 2: Time to add your E-sign module!

Step 3: Once that's all done, you'll be able to select your template!

Next, map your relevant stakeholders to the pre-set signatories in your e-sign account.

Voila! You’re done.

Got questions? 🧐 Start a chat with the team in the top right of any Enboarder page! ✔