RSign x PROCESIO

rsign® for procesio use case guide the rsign® integration with procesio allows users to create automated workflows, integrating rsign® with thousands of platforms via a low code solution this streamlines tasks related to document signing and e signature requests management, without requiring coding skills this article covers the following topics prerequisites sending documents to be signed sending the signed documents automatically to procesio prerequisites setup the rsign® service can only be set up by an rpost representative the procesio configuration will be handled by a procesio system administrator if the integration has not been set up for your company, please get in touch with your procesio system administrator templates the rsign® procesio integration only works with templates created in the rsign® platform uploading ad hoc documents is out of the integration’s scope please review this https //help rpost com/hc/en us/articles/10941121698323 templates to learn how to create an rsign® template sending documents to be signed the following flow could be modified or complemented by procesio users to adapt it to a variety of different use cases what is presented here are the basic steps and functionality, but results can be adjusted to different customer needs 1 login to the procesio platform 2 click on the open app button within the rsign® banner\[jib1] 3 the user will be redirected to this site in which they will be able to import either automatically or manually the rsign® workspace note if the user chooses the automatic import, the rsign® workspace will be created in the user’s procesio’s profile on the other hand, in the manual download the user will receive a file in their local machine and they will be able to import it manually in the desire workspace 4 go to the imported workspace (automatic import) to review the rsign® processes 5 review the rsign® processes in the imported workspace and click on send envelope from template for sending a document for esignature 6 in the send envelope from template flow, the procesio’s user will be able to modify the flow leveraging all the procesio’s platform actions in the left panel 7 when the user clicks on run, the following form will appear 8 the mandatory variables need to be completed before clicking on run the user must have an rsign® valid account with credentials and units available, and a valid rsign® template an rsign® collaborator will help the procesio’s user to set up their workflows 9 in process instances, the user will be able to review the status of the esignature envelopes 10 the rsign® envelope generated is sent to the user or users (defined in the form) they will receive, in their mailbox, the document to complete and sign 11 after clicking on the “ view & sign document ” button, the signer will be redirected to the rsign® service for completing the esignature request 12 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 13 after filling in all the fields, click on any of the available “ finish ” buttons to complete the transaction sending the signed documents automatically to procesio 1 when the esignature request is completed, the flow will receive the rsign® notification via rsign® webhooks the rsign® webhook needs to be set up with an rsign® collaborator in procesio note the user can review this https //help rpost com/hc/en us/articles/14385055376275 rsign webhooks to understand the rsign webhooks behavior when the rsign webhook is configured, the procesio’s user will receive the final signed document along with the certificate rsign® final signed document e signature certificate view (included in the same document, depending on your rsign® account settings) 2 the user will also be able to a get envelope download signed documents by passing the envelope code in this flow b get envelope status check the status of an esignature envelope by passing the code in this flow any of these flows could be combined with the procesio’s platform actions to achieve the business needs that users have