Glide

How to implement a document signing process in Glide?

Master the art of simplifying document signing in Glide with our detailed guide. Discover step-by-step instructions, practical tips, and best practices to ensure smooth digital signatures every time.

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Overview

Setting up a document signing process in Glide means adding tools that let people easily upload, sign, and handle paperwork smoothly in the app. Among the main tasks are user authentication setup, creating document templates, enabling file uploads, and adding electronic signature functions. It's also crucial to establish workflows for monitoring document status, sending alerts, and keeping data secure. Using Glide's no-code features and external services makes everything simpler and more user-friendly, even for folks without advanced coding skills.

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How to implement a document signing process in Glide?

Step 1: Set Up Your Glide App

  1. Start by opening Glide and creating a new app. Easy peasy.
  2. Pick a template or go freestyle, depending on what you need.
  3. Hook up your app to a Google Sheet or Excel Sheet. This will be your database for all the document signing info.

Step 2: Add a Document Signing Table

  1. Open your connected Google Sheet or Excel Sheet.
  2. Add a new sheet tab and name it "Document Signing".
  3. Create columns like Document ID, Name, Email, Document URL, Signed Status, Signature, and Date Signed.

Step 3: Design the Document Signing Workflow

  1. Head over to the Glide App Builder interface.
  2. Click on the "Add" button to add a new tab linked to your "Document Signing" sheet.
  3. Design the form input fields to collect information:
  • Text input for the Name.
  • Email input for the Email.
  • File picker for the Document URL.
  • Switch or checkbox for Signed Status.
  • Signature pad for Signature (can be a drawing component).
  • Date picker for Date Signed.

Step 4: Configure Component Visibility

  1. Use visibility conditions to manage the display of components.
  2. Set the signature pad to show up only when the Signed Status is checked.
  3. Display the Date Signed field only when Signed Status is True.

Step 5: Notify Signers

  1. Add an action button that triggers an email to the signer with the document URL.
  2. Use Glide’s action features to set up the email notification to be sent when the form is submitted.
  3. If needed, use Zapier or Integromat to integrate Glide with an email service for custom email templates.

Step 6: Monitor Signatures

  1. In the Glide App Builder, create a separate tab or dashboard for administrators.
  2. Link this tab to the same "Document Signing" sheet.
  3. Use components like charts and tables to visualize signing status and monitor progress.

Step 7: Test the Process

  1. Run multiple tests by submitting sample forms to make sure everything works smoothly.
  2. Check that email notifications are sent correctly.
  3. Ensure the signature is properly saved and visible only under the right conditions.

Step 8: Publish and Share

  1. Once the app is fully functional, publish it.
  2. Share the app link with users who need to sign documents.
  3. Collect feedback and make necessary adjustments to improve the user experience.

By following these steps, a functional document signing process can be successfully implemented in Glide.

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