Skip to main content
For users who use the Adobe E-Sign Integration in BOLD, what are your best practices when it comes to mapping e-signature documents?
November 29, 2022 15:51
Specifically, which forms (onboarding documents, SOWs, etc.) and fields have you found it best to map as 'read', 'write', or 'edit'?
Didn't find what you were looking for?
New post
Return to top
https://avionteboldsupport.zendesk.com/hc/en-us
/hc/theming_assets/01J2Y39WESGFN8QH0XCA8SKJ44
AviontéBOLD
Articles for BOLD products and services.
custom
https://avionteclassicsupport.zendesk.com/hc/en-us
/hc/theming_assets/01J2Y39WTQCDAJ2QXSRS11WF45
AviontéCLASSIC
Articles for CLASSIC products and services.
custom
https://avionteboldsupport.zendesk.com/hc/en-us/categories/14293091777427
/hc/theming_assets/01J2Y39X6YN1SVP3RK720ZX3BR
Avionté 24/7
Articles for Avionté 24/7 products and services.
custom
https://support.avionte.com/hc/en-us/categories/1500000383221-Partnerships-Integrations
/hc/theming_assets/01J2Y39XNPZV94RNMZQZ3WVPB5
Avionté+
Certified partners and integrations.
custom
https://avionteboldsupport.zendesk.com/hc/en-us/sections/6952905517843-INSIGHTS
/hc/theming_assets/01J2Y39Y527RYRH9BKPD0B917C
Avionté INSIGHTS
Business intelligence and analytics.
custom
https://changecard.zendesk.com/hc/en-us
/hc/theming_assets/01J2Y39YJ9PS1C125T9QX7HMV2
CHANGE
Articles on CHANGE products and services.
notifications, connecting to vidmob, calls
Comments
Please sign in to leave a comment.
We typically use the tax document (either state or federal) to pull that info. Usually those are premapped from Avionte support also which helps the workload in the setup process. We tried to map from an internal document but found that people didn't always fill it out 100% truthfully. The tax document has been working for us
https://support.avionte.com/hc/en-us/articles/360036635494-Adobe-Sign-Creating-Mapping-Adobe-Sign-Document-Templates