AssureSign Template Management

Configuring Jotblocks

Jotblocks are the placeholders where inputs are required from signers. Jotblocks can be free text or predefined formatted inputs such as Date fields or Initials.

For more information on Jotblocks https://help.nintex.com/en-us/assuresign/Content/ClassicDocuments/Document-Jotblocks.htm?TocPath=Classic%20Documents%7CDocument%20Jotblocks%7C_____0 https://help.nintex.com/en-us/assuresign/Content/SimpleSetupEnvelope/Jotblocks/Drag-Jotblocks.htm?tocpath=Send%20a%20document%7CJotblocks%7C_____1

Configuring Sender Inputs

Sender Inputs are required to match merge fields in the Nintex Workflow with values queried from Salesforce and where they belong in the document template.

For more information on Sender Inputs https://help.nintex.com/en-us/assuresign/Content/Admin/MergeFields/Sender-Inputs.htm?tocpath=Send%20a%20document%7CMergeFields%7C_____3

Configuring Signers

Signers need to be configured in Assuresign Template first before merge fields can be nominated from the Nintex Workflow.

For more information on Signers https://help.nintex.com/en-us/assuresign/Content/SimpleSetupEnvelope/Add-Signer.htm?tocpath=Send%20a%20document%7C_____2