ESign Node Configuration

When you select an ESign step, the right panel lets you link a report and define who signs it.

Report

Report — Select which report (from the flow’s Reports tab) is used for e-signature. The report is the document that signers see and sign.

Participants — Add one or more signers. For each participant you can set:
- Type — Agent/Advisor (logged-in agent), Explicit Person (manually entered name/email/phone), or Flow Participant (data from the flow, e.g., insured name and email from form or data schema).
- Label — Display name (e.g., “Insured”, “Agent”).
- For Explicit: legal name, email, phone, and optional verification.
- For Flow Participant: field references for name, email, phone from the data schema.

Layout — The signing screen layout (similar to User node layout): rows, columns, and elements so you can show the document and any extra content.

Admin Guide › Flow Builder › Process Tab › Node Config

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