# Automate E-Signature with Record-Triggered Flows

<figure><img src="/files/HkqBUJ0h16t3MgyMM6TY" alt="" width="563"><figcaption></figcaption></figure>

### Understanding the Overall Schema

Outlined above is the generalized process from start to finish users will take to generate an S-Sign Request using a Record Triggered Flow.&#x20;

The process goes as follows:

1. **Collect Data** that will be used for document generation (S-Sign Enabled Template + Object Record)
2. **Generate the document** from the collected data
3. **Prepare the Envelope** the Generated Document will be stored in
4. **Seal the Envelope** in preparation to deliver the request
5. **Send** out the request for Electronic Signature

This process is not all that different from a Screen Flow that generates and delivers an S-Sign Request. The most important aspect of the record triggered Flow is to **Enable the flow to run asynchronously**. Move all document generation, envelope, and email actions under the asynchronous path.&#x20;

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### Phase 1: Configure the Record-Triggered Condition

<figure><img src="/files/3ekQkFXryUc4fYR2oZJT" alt=""><figcaption></figcaption></figure>

A record triggered flow will need to have conditions set in order to function.&#x20;

1. **Define the Object Record** that will trigger the flow to run
2. **Define the Trigger**
3. **Define the conditions** that must be met when the Trigger is initiated.&#x20;

<figure><img src="/files/BQgr0i28GG0Vubzzz0da" alt=""><figcaption></figcaption></figure>

Once the conditions have been configured, you must configure the Flow to Run Asynchronously.&#x20;

1. **Optimize the Flow for Actions and Related Records**
2. Enable **Add Asynchronous Path**

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### Phase 2: Construct the Flow&#x20;

1. Construct the Flow using the same process outlined in [Automate E-Signature with Flow Builder](/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder.md)
2. Ensure all Invokable Actions are added to the Asynchronous Path


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