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The Sign component manages contract signing and finalization, integrating with DocuSign or using Chamelio Sign — Chamelio’s native signing capability — to collect signatures from all required parties.

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Video Walkthrough

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Use When

  • A document is finalized and ready to be signed by internal and/or external parties

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Configuration

  • Documents for signing — select the document to send, via Add from flow
  • Signature Provider — DocuSign or Chamelio Sign
  • Signature coordinator — who manages the signing task, via User Assign
  • Auto-self sign configuration — toggle; defines what goes into each signature field automatically
  • Signers — assign each party a role (viewer or signer) — a Counter party section (name, signer role) and a User Party section (Set assignment, plus Add More for additional internal signers)
  • Message — Subject and body sent to signers
  • Save final signed copy to repository — toggle; automatically archives the fully signed PDF after completion
  • Envelope settings — Auto send (send immediately), Auto draft (create a draft automatically), or Manual (wait for someone to create and send the envelope)
There’s no AI-assisted pre-signature review step and no built-in conditional logic for who must sign based on contract value — signers are assigned directly in this panel. If you need value-based signer routing, use a Condition or Customization step earlier in the flow to set the right assignee before the Sign step runs.

Negotiate

Send negotiated documents for signature

Approval

Get final approval before signature

Generate

Sign generated documents

Notify

Notify stakeholders when signed