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Here we will go over how to set up the Taktikal actions in a journey, here are the steps needed. You can put these actions into you own journeys when ever you need to send a document to be signed.
Add actions to create a document, fill it out and convert it into a PDF. That PDF is then sent to e-signing with Taktikal .
Send contract to signing action
You get the file from the "Convert contract to PDF" action above and you put in your own Flowkey provided by Taktikal.
Below this you need to fill out the information about who is signing the document. Usually this is the traveller but for employee contract this is often the manager or HR as well. It is required to put in one person that should sign the document, press "Add more" to add people to sign.
To see what options are available for Signature, Communication Delivery Type SignatureType see the Taktikal documentation.
Webhook action
Get the Key from the "Send document to siging" action
There is not a special action to get the file when signed, but you can access it from the Webhook and send it in an email or upload to payroll system.
Send or use the signed document
- with the signed document as an attachment
Select Field map
and then select the "Signed Document" from "Webhook"
