How to Use the Sign Step

In this video, we review how to use the Sign Step, the stage in Camelio's Flows where contracts are routed for signature and archived afterward. We walk through the step's layout for the signature coordinator, covering how to read the envelope status, replace or upload documents, manage signers and their order, and use the three-dot menu to renegotiate, rerun, or terminate a signature flow. We then demonstrate how placeholders are mapped and sent through an e-signature platform like DocuSign or Chamelio Sign, including editing recipients, messages, and field placement before dispatching the envelope, and close with a look at how completed signatures are tracked in the activity log.