Send to ConsignO Cloud

The Send to ConsignO Cloud flow block sends a document to ConsignO Cloud, allowing Designers and users to output a signed document. This signed document can then be linked into subsequent steps.

Send to ConsignO Cloud flow block

Figure 1-440   Send to ConsignO Cloud

Flow Block Parameters

The dropdown menus below provide all of the Send to ConsignO Cloud flow block configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • Users can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

The Flow Output section serves as a comprehensive summary of the results and outcomes of a particular flow, providing valuable information to the user. Each setting that composes this output information is described in detail below:

Flow Output settings

Figure 1-441   Flow output setting

Flow output functions

Index No.

Field name

Description

1

Workflow name

Displays the name of the workflow. In ConsignO Cloud, a signature project is also called a workflow.

2

Workflow ID

Displays the ID of the workflow.

3

Workflow status

The status of the workflow displays for the user during the flow block output step

4

Signing URL(s)

Displays the URL(s) for a embedded signers to sign the document. If there are several embedded signers with the same routing order, several signing URLs will be shown. If there are no embedded signers, there won't be any signing URLs. This can be managed in the template.

5

Audit trail report

You get a link to the audit trail report. The audit trail gives more information about each step in workflow. It's a digitally sealed audit log that incorporates the signed document (PDF/A-3), making legal reliability of the signing process easy to prove.

6

Signed document

This provides a download link to the signed document.

7

Document name

The system displays the name of the signed document during the flow block output.

Basic Settings

Figure 1-442   Basic settings

Basic settings functions

Index No.

Field name

Description

1

Document

Defines the document to send to ConsignO Cloud. The template of the document you are sending must contain E-signatures configured using Template Builder.

2

Connector

Defines the connector the system should use. If none is selected, the system uses the default connector.

Workflow Settings

Figure 1-443   Workflow settings

Workflow settings functions

Index No.

Field name

Description

1

Workflow name

Defines name of the workflow.

2

Workflow description

Defines description of the workflow.

3

Expiry date

Defines expiry date of the workflow.

4

Send e-mail(s) to the workflow owner

The workflow owner is associated with the API key configured during the ConsignO Cloud connector setup. When this setting is enabled, the workflow owner receives several e-mails while processing the workflow.