How to Add Electronic Signature to a Process

To add electronic signature to a process, treat signing as one step rather than as a separate workflow. What comes before and after it belongs on the same record.

Why signing gets separated

The signature tool is usually adopted independently, by whoever needed it first.

A document emailed into a signing tool and back
Approval recorded in one place and signature in another
The signed copy stored apart from its approval history
No single record showing the full lifecycle

What belongs on the record

The draft, viewable inline rather than downloaded
Extracted terms — value, dates, and parties, read by OCR
Internal approval, recorded before signing begins
Signature status, visible as the process advances
Expiry monitoring, once the agreement is live

How to set it up in Jestor

Create the document record in Jestor with an attachment field and a type.
Let OCR extract value, dates, and parties from the uploaded file.
Add a PDF block so approvers read it inside the card.
Route internal approval before the signature step.
Use the DocuSign integration for signing, keeping status on the same record.

Why choose Jestor for signature workflows?

Jestor includes DocuSign among its native integrations, which means the signature step is part of the process rather than a handoff to another tool and back.

Once signed, the same record supports expiry monitoring: a notification five days before the date, and a status change to pending renewal when it arrives.

Frequently Asked Questions

Is signature integration native?

DocuSign is among the native integrations. See jestor.com.

Where is the signed document stored?

On the same record as the approval and extracted terms.

Will I be warned before expiry?

Yes, five days beforehand.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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