Yousign

Send generated documents automatically for Signing.

YouSign is an electronic signature solution that allows individuals and businesses to securely sign documents online, eliminating the need for physical signatures.

To create a Yousign delivery, select Yousign option from the list of available deliveries within the Deliveries tab.

To integrate your Yousign account with Docupilot, you'll require an API key from your Yousign account. You can generate a new API key by visiting this link:

https://yousign.app/auth/api/apikeys

Adding a Yousign account

Adding an Yousign Account

Docupilot supports enabling the optional signers to skip invalid signer, approver and follower entries.

Yousign supports the following types of fields :

• Signature Field

• Mention Field (Date Field)

• Text Field (Text Input)

• Checkbox Field

• Radio Button Field

Smart Anchors:

Yousign places the signing fields on the document at locations where smart anchor tags are inserted. Read below to learn more about how to insert various types of fields in your Docupilot template.

The text anchor's will appear in the generated document as original text. To make the anchors invisible in the final document, anchor text match with the background colour.

Signature Field:

Syntax: \{{signer_index|signature|width|height}}

Example: \{{s1|signature|85|37}}

Docupilot Template with YouSign's signature field

Signature on the Generated Document after

Read more about the Yousign Signature field here.

Mention Field (Date Field):

Syntax: \{{signer_index|mention|mention_content}}

Example: \{{s1|mention|Read and approved on the %date%}}

Docupilot Template with YouSign's signature & date field

Signature & Date on the Generated Document after completing

Read more about Yousign the Mention field here.

Text Field (Text Input):

Syntax:\{{signer_index|text|max_length|width|height|question|instruction|optional}}

Example: \{{s1|text|150|100|165|text field with specific width and height?|Important for us|t}}

Docupilot Template with YouSign's text field

Text added on the Generated Document after completing

Read more about the Yousign Text field here.

CheckBox Field:

Syntax: \{{signer_index|checkbox|size|optional|checked|name}}

Example: \{{s1|checkbox|24|t|f|Checkbox1}}

Deprecated pattern: \{{signer_index|checkbox|optional|checked|name}}

Docupilot Template with YouSign's checkbox field

Checkbox is checked on the Generated Document after completing

Read more about the Yousign Checkbox field here.

Radio Button Field:

Syntax:\{{signer_index|radio|size|group_name|optional}}

Example: \{{s1|radio|28|group_name_1|t}}

Docupilot Template with YouSign's radio button field

Radio is selected on the Generated Document after completing

Read more about the Yousign Radio button field here.

Smart Anchors:

To maintain performance, the usage of Smart Anchors is only possible on documents fitting the following criteria:

• 150 pages.

• 50 Mb

• Multiline anchors are not supported.

• If an anchor refers to a non-existing Signer position the field will not be created.

• For better compatibility, Yousign recommends using the Arial font when adding a Smart Anchor into a document.

If document has more than 150 pages, no error will be sent but the Smart Anchors won't be parsed. Note that this will still use credits from your Docupilot Account as well as Yousign account.