If you want to make sure someone has understood what you are trying to tell them, there is only one way to make sure. Make them sign the dotted line.
We signed up for Oneflow at https://app.oneflow.com/, and got a free 14 day trial version we could use. Very nice.
Oneflow also provide us with a bunch of connectors we could play around with, and we went for the Power Automate, so we got integrate the signing process into one of our existing flows.
The template
Oneflow has a super clean interface for creating and editing templates. You can either use one of the premade templates, on make one of your own from scratch. We made a very short and sweet version or our Code of Conduct.
The workflow
We need the workflow to do 3 business critical steps for us.
- Create a new code of conduct from an existing template
- Add someone to sign the paper and provide them with means to do so
- Publish the contract and send it by mail.
Luckily, Oneflow has the tools for all of this.
We start by connecting to our Oneflow workspace and choosing our freshly made template
Next we grab the person who needs to sign the CoD from a SharePoint library, and adds their name and email to the action. We can also chose different methods of sign method with bankid, but since these are demo users, we went with standard esign.
When the flow gets triggered, the selected participant receives a friendly and professional looking message from us, with a link to the Oneflow signing solution.
And for the participant, it is then super easy, barely an inconvenience, to read through and sign the document.
In the end, the document is read, understood and signed. All thanks to Oneflow.