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E-Signature Automation

After setting up your Wrike automation with a trigger status and folder, follow these steps to configure it to generate documents and automatically send them for e-signature.


Configure E-Signature Automation​

Step 1: Select Send for E-Signature​

Click the Send for e-signature action card to select it as the automation action.

Select E-Signature Action

Step 2: Proceed to Signer Configuration​

Click Next to continue to the signer configuration step.

Click Next


Configure Signers​

Step 3: Select the First Recipient's Email Field​

Select the Wrike field that contains the first recipient's email address. This field will be read from the Wrike task to determine who receives the signature request.

Select Recipient Email

Step 4: Select the Recipient's Name Field (Optional)​

Optionally, choose the field that represents the name of the recipient. This will be used in the signature request email.

Select Recipient Name

Step 5: Add Additional Signers (Optional)​

Optionally, add additional signers if your document requires multiple signatures.

Add Additional Signers


Map Document Fields​

Step 6: Add a Document Field​

Click Add Field to begin mapping document fields that the signer will need to fill out.

Add Field

Step 7: Choose Document Fields​

Click and choose the document field(s) that need to be completed by the signer.

Choose Document Fields

Step 8: Select the Field Type​

Select the specific field type for the document field (e.g., signature, date, text).

Select Field Type

Step 9: Set the Anchor Tag​

Change the anchor tag to match the placeholder in your template (e.g., {SalesSigner}). This tells TurboSign where to place the field in the generated document.

Set Anchor Tag

Anchor Tags Must Match Your Template

The anchor tag you set here must exactly match the corresponding variable in your document template. If they don't match, TurboSign won't be able to place the signature field. See Adding Signature Anchors for how to configure these in your template.

Step 10: Map Additional Document Fields (Optional)​

Optionally, repeat the process to map more document fields for the signer.

Map More Fields


Post-Signature Settings​

Step 11: Choose Where the Signed Document Gets Attached​

Select where the signed document should be attached after all signatures are complete.

Attach Signed Document

Step 12: Choose a Post-Signature Task Status (Optional)​

Optionally, choose which status the triggering Wrike task should be changed to after the signature is completed.

Choose Post-Signature Status

Step 13: Select the Completed Status​

Select the status to apply (e.g., Completed) so your Wrike workflow advances automatically after signing.

Select Completed Status

Step 14: Configure Notifications (Optional)​

Optionally, choose who gets tagged or notified after a signature is completed.

Configure Notifications


Finalize the Automation​

Step 15: Proceed to Final Step​

Click Next to advance to the automation creation step.

Click Next

Step 16: Create the Automation​

Click Create Automation to save and activate your e-signature automation workflow.

Create Automation


What's Next?​