Signature Automation

How to eSign a document: Automate the workflow of electronic signatures with SignNow API

imagine if you never had to manually create a document again if it was all driven instead by your database or your your back-end system and documents were created manually that were unique for every customer that you have and they were sent up automatically for signature well that is exactly what we're gonna tackle in this video as you can probably imagine this is going to wind up saving a ton of time especially if you have a document heavy type of business so without further ado let's just get on into it hey my name is Gareth Pronovost I'm the owner of Gap consulting where we help businesses build automated back-end systems that help them maximize the efficiency of their business now in this video as I said we're going to be going into how you can build a process around your document creation so that it is fully automated and that it gets sent out to recipients for signature but before we get to it if you are new to this channel and you want to check out more on automation and learn more tips on how to use air table efficiently be sure to click Subscribe at the bottom of this video somewhere and give this a thumbs up so you don't miss out on our future content that being said though let's just jump on into my screen here so what you see in front of you is the air table setup and so we're going to imagine a scenario here where we've got you know a bunch of different contacts that live in our contacts table and then we link to the contacts table in whenever we create some sort of a contract so for this example we're sending out an agreement and you could have any number of different contracts that you might send out right in this case we're just gonna select send agreement but it could be any number of different contracts and this same automation could be built for every single process that you have documentation was okay so what we're doing here is we are creating a new contract by bringing in the contact information so if you're not familiar with the lookup field this is going to come into play here the lookup field is a way that we're going to bring in data that exists in another table so we need specifically to know what the contact email is the contacts company name and some other variables and we'll go into those the important thing is that they exist in the contacts level and that we bring them in through the lookup field and that means that once we've established the linked relationship to the contact that we know what those other data points are and we can go ahead and illustrate those here by for example bringing in the contact company you see this is a lookup here and so we know that the company name...