Templating documents versus ready to sign documents

OnTask has been designed to generate documents from a document template and send out for signing or completion with additional information from anyone, anywhere. For example, a person’s name may appear on a template as:

  • Name:___________
  • Name: {%customer_name%}

In a ready to sign document, the values are already present, example:

Name: Jeffrey Smith

OnTask supports both situations, but the workflow to be built will be very different! To make a reusable workflow template to support your ready to sign documents OnTask will use a file upload step and the prepare document/ complete document pair in the Advanced Process Builder.

Designing the workflow for signing documents

OnTask help has an example that can be used or build your own!

Simple PDF signing ceremony for one signer


To design your own, watch this helpful video: