The Send RightTemplate allows you to send templates that exist in your RightSignature Account.
CREATING YOUR TEMPLATE
To get started, first log into your RightSignature account and create your template there.
In the above document, we are using merge fields to insert data from the Podio Item into the Template, as well as text, signature, and date fields that the signer can use. Note: Be sure that your merge fields are large enough to display all the text. RightSignature will shrink the text down to fit the box.
Once the Template has been saved, create a new flow to using the Send a RightTemplate action. If you update this template at any time, be sure to update this action.
USING THE ACTION
In your flow, add the Send a RightTemplate action (not to be confused with the Send via RightSignature).
Choose the created RightTemplate from the dropdown. (This list will get any current templates found on your RightSignature account.) Once selected, you'll see any information your RightTemplate requires appear in your workflow:
Here, you can fill any merge fields you've added to your RightTemplate, decide who your document will be sent to, and even customize the email that the recipient will get requesting their signature. Any information here can be filled in using simple text, or you can use the Field Select tool to include information from your Podio apps.
SIGNING THE DOCUMENT
The Signer will receive the merged document with all the fields filled in, and will be prompted to sign any fields assigned to them.
Once the document is signed, it'll be stored in RightSignature. You can also create a workflow to retrieve a signed document automatically.
Once signed, the final document will look something like this: