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Clicksign

Connect Clicksign to send documents for signature, inspect signing status and remind people who have not signed. This connection can perform external actions, so give Milo the exact document, recipients and intended task.

Connect through an administrator

A Clicksign administrator generates the access token under Configurações → API and links their email to the API on that screen. In the Milo app, open Connections → Clicksign and enter the token in the connection form. Keep it out of contracts, chat and email.

Start with a status check

Check this envelope's signing status. List who has signed and who is still outstanding, using the current Clicksign record. Do not send reminders yet.

Use an envelope or document reference to avoid confusing revised copies. Milo can also receive signing updates through the connection; inspect the current record when a decision depends on completion.

Specify any sending action

Before requesting a signature or reminder, verify the document version, signer identity and email address. State whether you want a draft review or the actual action. A reminder is an external message, and a document being sent is not proof that it has been signed. Check the returned status before repeating an uncertain request.

Updated

References

Suggested guides

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