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How to enhance eSignature workflows with dynamic jotblocks

Electronic Signatures have come a long way since the revolutionary eSIGN Act of 2000, making eSignatures legally enforceable for businesses within the U.S. Since then, enterprises have utilized eSignature solutions to provide many benefits, like a polished end-user experience.

Selecting an eSign provider with robust features will pave the way to accomplishing this improved customer experience, enabling your enterprise to incorporate solutions that fit your current workflows, versus having to adapt your workflows to fit the eSign solution – potentially changing your customers’ experience entirely.

Nintex AssureSign® offers a number of solutions and features to provide enterprises with this convenience – one of which are dynamics JotBlocks. To understand how dynamic JotBlocks contribute to this end-user experience, as well as its various use-cases you must first become acquainted with how a JotBlock is defined.

What is a JotBlock?

A JotBlock is simply a term defining an area of a Nintex AssureSign® document in which a signer can sign or type information. Additionally, JotBlocks may be used to fill in data by the sender if needed. For the visual learners: think text boxes in a word document. JotBlocks allow Nintex AssureSign® users to designate space on a document where a signatory will eSign or input information.

Dynamic JotBlocks

Traditional JotBlocks work well for static documents immune to change or alteration, but what about enterprises processing documents with moving elements and text that shift around on the page? Documents in flux—those with line itemization or other shifting content—are unique in that the placement of an eSignature, or other solicited information, will rarely be in the same place twice. Dynamic JotBlocks are designed to override or redefine signature areas on a template depending on repositioning of other content. In other words, your signature areas migrate in lockstep with shifting content on the page. Additionally, dynamic JotBlocks have parameters that expand intuitively depending on the amount of information typed.

Getting started

Using dynamic JotBlocks within Nintex AssureSign®’s Dynamics 365 and Salesforce integrations is effortless with out-of-the-box and ready to go utilization. No integration? No worries! This advanced feature remains accessible to those using Nintex AssureSign®’s solutions via the web portal with the help of embedded text tags and XML. Put simply, properties of a JotBlock may be defined by any of the following processes:

  1. Pre-Defined (template): Create area for input by dragging your mouse to define a JotBlock’s parameters and further customize through the “Edit JotBlock” tool.
  2. Tag: Embed special text in your document that converts into a JotBlock before it’s received by the signer.
  3. XML: With the use of Nintex AssureSign® APIs, XML instructions can be included with a document to generate creation and placement of a JotBlock.

These options offer versatility to meet specific business needs. For example, the “pre-defined” option is a quick and simple way to define JotBlocks on a document. However, the “tag” and “XML” processes empower the JotBlock to become dynamic, allowing it to migrate in lockstep with other content in a document.

Now, considering these three processes, a few combinations can yield a JotBlock’s properties:

  • pre-defined only
  • tag only
  • XML only
  • pre-defined + tag
  • pre-defined + XML
  • tag + XML
  • pre-defined + tag + XM

FYI: If you’re not a developer, you’ll likely need a technical resource to make use of dynamic JotBlocks—tag and XML processes—in the absence of a CRM integration.

Industry use cases

The JotBlock is a pivoting element of our interface: No JotBlock = No eSignature. After all, a sender’s end-goal in using an electronic signature platform is to afford a signer the ability to sign or input information into a document.

Dynamic JotBlocks enable systemic enhancement to business workflows and overall enterprise resource planning (ERP) for many industries, but which enterprises stand to benefit the most? While any commerce may reap the benefits of this advanced Nintex AssureSign® capability, industries processing documents in flux as part of their daily or weekly workflows are likely to benefit the most from dynamic JotBlocks. Insurance, sales, healthcare, and billing enterprises, to name a few, may principally benefit from the intuitiveness dynamic JotBlocks have to offer.



Want to learn more about how your business can benefit from dynamic JotBlocks and other Nintex AssureSign® eSignature features? Click here to request a free trial.



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