SignNow

What a member can do

• Upload a document, or create one from a template, and pre-fill its text fields.
• Send a document, document group or template for signature by email, or create a signing link.
• Check the status of documents and invites, and cancel pending invites.
• List templates and documents, and get a download link for a document.
• Search contacts by name, email or phone.

Each task names the SignNow tools it may call. signnow on a task means every tool the SignNow server offers; a name such as signnow.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A SignNow connection acts as the SignNow account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect SignNow for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on SignNow waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a SignNow tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Connect it

SignNow is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

1. In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
2. Under Express, find SignNow and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
3. SignNow's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
4. You are back on Tools, and SignNow shows as connected.
5. Name the tools on the task, signnow for all of them or each by name.
6. Check it. Run a task that reads something from SignNow. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your SignNow account.

A first task to try

With SignNow connected, give a member a task that uses it. For example:

When I name a client, create our services agreement from the template, fill in their details and send it for signature.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the SignNow tools it may use and its instructions. Nothing is created until you approve it.