E-SIGN WORKFLOW

Question

I am working on an online account opening system and we will integrate with Adobe sign to allow the applicant to e-sign their documents. My question is, is there a way to set up a workflow in Adobe sign to where the application gets submitted (account is not open yet), the application is in pending mode, the applicant e-signs the docs and then the account is opened. The client does not want an open account before the docs are signed.

One more thing. Once the docs are signed and the account is opened, is it possible for the account number that was generated when it opened to populate the signed form?

I know i am probably asking for a miracle here. Just need to see what is possible.

Thanks

SimonESATS · Answer

You will need to make use of the Sign api to achieve this. You would use the even that the agreement is signed to trigger an action to open the account for example.

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