Difference between revisions of "Signority Configuration"

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{{Banner-Billable}}
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Before configuring a {{WPV}} for on-line signing, you will need to determine the following:
 
Before configuring a {{WPV}} for on-line signing, you will need to determine the following:
−
#If you are working with a new or existing {{WPV}}
+
 
−
#How you are going to define the signees for the document (Contacts, other means)
+
# If you are working with a new or existing {{WPV}}
−
#Where you are going to store the final signed document (upload field)
+
# How you are going to define the signees for the document (Contacts, other means)
 +
# Where you are going to store the final signed document (upload field)
 +
 
 +
==Configuring Global Settings==
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[[Image:SignorityConfig1.png|border]]
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 +
Go to Global settings - Connectivity section. There should be a section called '''Online Signature Settings'''.
 +
 
 +
This allows you to select the e-signature partners, which in this case would be Signority.
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 +
You are then required to enter your login details for the relevant Signority Account.
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 +
You can also complete the optional '''From Name''' field if you wish a specific From name for the Signority emails.
  
 
==Configuring the Web Page View==
 
==Configuring the Web Page View==
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1) Online Signature : This will enable a new button on the {{WPV}} called "Online Signature"
 
1) Online Signature : This will enable a new button on the {{WPV}} called "Online Signature"
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:[[Image:Signority-PDFOptions.png|link=]]
+
 
 +
: [[Image:Signority-PDFOptions.png|link=]]
 
2) Store-To value : Determines where the finalized PDF document will be stored in the system.
 
2) Store-To value : Determines where the finalized PDF document will be stored in the system.
−
:[[Image:Signority-ValueStoresTo.png|link=]]
 
−
 
−
By default all on-line signature submissions are flagged as test submissions. Once testing is complete, include the following tag in your {{WPV}}:
 
−
 
−
:<font size="3">'''<nowiki><!--</nowiki>SignatureProduction<nowiki>--></nowiki>'''</font>
 
  
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: [[Image:Signority-ValueStoresTo.png|link=]]
 
==Signature Tag Parameters==
 
==Signature Tag Parameters==
 
The signature tag is used to define the contact details and signing order for the signee. Each parameter is separated by a semicolon.
 
The signature tag is used to define the contact details and signing order for the signee. Each parameter is separated by a semicolon.
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{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
|<nowiki><!--signature email;firstname;lastname;sequenceNo--></nowiki>
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||<nowiki><!--signature email;firstname;lastname;sequenceNo--></nowiki>
 
|}
 
|}
  
 
'''Where:'''
 
'''Where:'''
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:{| class="wikitable"
+
 
−
|-
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ParameterDescription and UseemailEmail address of the signee. An email is sent to the signee with a link to sign the documentfirstnameFirst name of signee which appears in the email.lastnameLast name of signee which appears in the email.sequenceNoThe numeric signing order if there are multiple signees. Set the value to 1 if a single signee.
−
!Parameter!!Description and Use
 
−
|-
 
−
|email
 
−
|Email address of the signee. An email is sent to the signee with a link to sign the document
 
−
|-
 
−
|firstname
 
−
|First name of signee which appears in the email.
 
−
|-
 
−
|lastname
 
−
|Last name of signee which appears in the email.
 
−
|-
 
−
|sequenceNo
 
−
|The numeric signing order if there are multiple signees. Set the value to 1 if a single signee.
 
−
|}
 
  
 
==Signature line placement==
 
==Signature line placement==
 
The location of the required signatures is defined in the {{WPV}} by the placement of a signature line containing exactly 37 underscores.
 
The location of the required signatures is defined in the {{WPV}} by the placement of a signature line containing exactly 37 underscores.
−
:<font size="3">_____________________________________</font>
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 +
: <span style="font-size: medium;">_____________________________________</span>
  
 
==Signee Email Subject and Body==
 
==Signee Email Subject and Body==
−
The signees are sent an email which contains a link to view and sign the document. The email subject and message can be configured with tags added on the {{WPV}}. Variables and text can be used.
+
The signees are sent an email which contains a link to view and sign the document. The email subject and message can be configured with tags added on the {{WPV}}. The SignatureExpiryDays tag represents the number of days that remain before the document expires. Variables and text can be used.
  
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
|
+
||
 
<nowiki><!--SignatureEmailSubject System No: @opportunityid@--></nowiki>
 
<nowiki><!--SignatureEmailSubject System No: @opportunityid@--></nowiki>
  
 
<nowiki><!--SignatureEmailBody Please sign for record #: @opportunityid@--></nowiki>
 
<nowiki><!--SignatureEmailBody Please sign for record #: @opportunityid@--></nowiki>
 +
 +
<nowiki><!--SignatureExpiryDays 7--></nowiki>
 +
 
|}
 
|}
  
 
==HTML Examples==
 
==HTML Examples==
−
 
 
===Single Signature===
 
===Single Signature===
 
For single signatures, you can reference custom fields which contain the email, first name and last name of the signee.
 
For single signatures, you can reference custom fields which contain the email, first name and last name of the signee.
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{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
|
+
||
 
<nowiki><!--signature @contact.Signee.email@;@contact.Signee.firstname@;@contact.Signee.lastname@;1--></nowiki><br />
 
<nowiki><!--signature @contact.Signee.email@;@contact.Signee.firstname@;@contact.Signee.lastname@;1--></nowiki><br />
−
_____________________________________<nowiki><br /></nowiki><br />Name : @contact.Signee.fullname@<nowiki><br /></nowiki> <br />Title : @contact.Signee.title@ <nowiki><br /></nowiki><br />
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_____________________________________<nowiki><br /></nowiki><br />Name : @contact.Signee.fullname@<nowiki><br /></nowiki> <br />Title : @contact.Signee.title@ <nowiki><br /></nowiki>
  
 
|}
 
|}
  
 
You can also hard code the parameters, if there is a contact that will always be signing the document.
 
You can also hard code the parameters, if there is a contact that will always be signing the document.
 +
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
|
+
||
−
<nowiki><!--signature support@smartsimple.com;SmartSimple;Support;1--></nowiki><br />_____________________________________<nowiki><br /></nowiki><br />Name : SmartSimple Support<nowiki><br /></nowiki> <br />Title : Support <nowiki><br /></nowiki><br />
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<nowiki><!--signature support@smartsimple.com;SmartSimple;Support;1--></nowiki><br />_____________________________________<nowiki><br /></nowiki><br />Name : SmartSimple Support<nowiki><br /></nowiki> <br />Title : Support <nowiki><br /></nowiki>
 +
 
 
|}
 
|}
  
 
===Multiple Signatures===
 
===Multiple Signatures===
−
 
 
Use the [[List Syntax]] for contacts in conjunction with the <nowiki><!--Signature--></nowiki> tag and 37-underscore signature line.
 
Use the [[List Syntax]] for contacts in conjunction with the <nowiki><!--Signature--></nowiki> tag and 37-underscore signature line.
  
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{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
|
+
||
 
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br />
 
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br />
−
<nowiki><!--signature ~email~;~firstname~;~lastname~;$?opr_1359726$--></nowiki><br />
+
<nowiki><!--signature ~email~;~firstname~;~lastname~;$?opr_1359726$--></nowiki>
  
 
_____________________________________<nowiki><br /></nowiki><br />Name : ~firstname~ ~lastname~<nowiki><br /></nowiki><br />Title : ~title~<nowiki><br /></nowiki><br />#]
 
_____________________________________<nowiki><br /></nowiki><br />Name : ~firstname~ ~lastname~<nowiki><br /></nowiki><br />Title : ~title~<nowiki><br /></nowiki><br />#]
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The field #1359726 is a [[Custom Field Type: Select One – Combo Box|Select One - Combo Box]] with options:
 
The field #1359726 is a [[Custom Field Type: Select One – Combo Box|Select One - Combo Box]] with options:
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:<font size="3">''';1;2;3;4;5...n'''</font>
 
  
 +
: <span style="font-size: medium;">''';1;2;3;4;5...n'''</span>
 
====Parallel Signing====
 
====Parallel Signing====
 
Set the sequence number of signees to the same number for each group of signees. Everyone with the same sequence number will be sent the request for signing at the same time.
 
Set the sequence number of signees to the same number for each group of signees. Everyone with the same sequence number will be sent the request for signing at the same time.
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{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
|
+
||
 
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br /><nowiki><!--signature ~email~;~firstname~;~lastname~;1--></nowiki><br />_____________________________________<nowiki><br /></nowiki><br />Name : ~firstname~ ~lastname~<nowiki><br /></nowiki><br />
 
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br /><nowiki><!--signature ~email~;~firstname~;~lastname~;1--></nowiki><br />_____________________________________<nowiki><br /></nowiki><br />Name : ~firstname~ ~lastname~<nowiki><br /></nowiki><br />
 
Title : ~title~<nowiki><br /></nowiki><br />
 
Title : ~title~<nowiki><br /></nowiki><br />
 
<nowiki>#]</nowiki>
 
<nowiki>#]</nowiki>
 +
 
|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
|
+
||
 
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br />
 
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br />
 
<nowiki><!--signature ~email~;~firstname~;~lastname~;1--></nowiki><br />
 
<nowiki><!--signature ~email~;~firstname~;~lastname~;1--></nowiki><br />
−
_____________________________________<nowiki><br /></nowiki><br />
+
_____________________________________<nowiki><br /></nowiki>
  
−
Name : ~firstname~ ~lastname~<nowiki><br /></nowiki><br />
+
Name : ~firstname~ ~lastname~<nowiki><br /></nowiki>
  
 
Title : ~title~<nowiki><br /></nowiki><br />#]<br />[#(?object=contact;criteria=roleid='10993';orderby=tbl_1359726.valuestr)<br /><nowiki><!--signature ~email~;~firstname~;~lastname~;2--></nowiki><br />
 
Title : ~title~<nowiki><br /></nowiki><br />#]<br />[#(?object=contact;criteria=roleid='10993';orderby=tbl_1359726.valuestr)<br /><nowiki><!--signature ~email~;~firstname~;~lastname~;2--></nowiki><br />
 
_____________________________________<nowiki><br /></nowiki><br />Name : ~firstname~ ~lastname~<nowiki><br /></nowiki><br />Title : ~title~<nowiki><br /></nowiki><br />
 
_____________________________________<nowiki><br /></nowiki><br />Name : ~firstname~ ~lastname~<nowiki><br /></nowiki><br />Title : ~title~<nowiki><br /></nowiki><br />
−
<nowiki>#]</nowiki><br />
+
<nowiki>#]</nowiki>
 +
 
 
|}
 
|}
 +
 +
{{Template:Signority Variables}}
  
 
==See Also==
 
==See Also==
 
* [[Online Document Signing - Video]]
 
* [[Online Document Signing - Video]]
  
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[[Category:Integration]] [[Category: e-Signature]]
+
[[Category:Integration]]
 +
[[Category:External Services]]
 +
[[Category: e-Signature]]

Latest revision as of 11:15, 6 January 2022


Ambox warning yellow.png This article contains information regarding a feature or offering that may be subject to additional fees for professional services or licensing. Please contact your account manager for more information.

Before configuring a Web Page View for on-line signing, you will need to determine the following:

  1. If you are working with a new or existing Web Page View
  2. How you are going to define the signees for the document (Contacts, other means)
  3. Where you are going to store the final signed document (upload field)

Configuring Global Settings

SignorityConfig1.png

Go to Global settings - Connectivity section. There should be a section called Online Signature Settings.

This allows you to select the e-signature partners, which in this case would be Signority.

You are then required to enter your login details for the relevant Signority Account.

You can also complete the optional From Name field if you wish a specific From name for the Signority emails.

Configuring the Web Page View

On the Web Page View where you wish to enable signing, enable the following two settings:

1) Online Signature : This will enable a new button on the Web Page View called "Online Signature"

Signority-PDFOptions.png

2) Store-To value : Determines where the finalized PDF document will be stored in the system.

Signority-ValueStoresTo.png

Signature Tag Parameters

The signature tag is used to define the contact details and signing order for the signee. Each parameter is separated by a semicolon.

<!--signature email;firstname;lastname;sequenceNo-->

Where:

ParameterDescription and UseemailEmail address of the signee. An email is sent to the signee with a link to sign the documentfirstnameFirst name of signee which appears in the email.lastnameLast name of signee which appears in the email.sequenceNoThe numeric signing order if there are multiple signees. Set the value to 1 if a single signee.

Signature line placement

The location of the required signatures is defined in the Web Page View by the placement of a signature line containing exactly 37 underscores.

_____________________________________

Signee Email Subject and Body

The signees are sent an email which contains a link to view and sign the document. The email subject and message can be configured with tags added on the Web Page View. The SignatureExpiryDays tag represents the number of days that remain before the document expires. Variables and text can be used.

<!--SignatureEmailSubject System No: @opportunityid@-->

<!--SignatureEmailBody Please sign for record #: @opportunityid@-->

<!--SignatureExpiryDays 7-->

HTML Examples

Single Signature

For single signatures, you can reference custom fields which contain the email, first name and last name of the signee. In the example below, the recipient has been added as a contact with the UTA role of "Signee."

<!--signature @contact.Signee.email@;@contact.Signee.firstname@;@contact.Signee.lastname@;1-->
_____________________________________<br />
Name : @contact.Signee.fullname@<br />
Title : @contact.Signee.title@ <br />

You can also hard code the parameters, if there is a contact that will always be signing the document.

<!--signature support@smartsimple.com;SmartSimple;Support;1-->
_____________________________________<br />
Name : SmartSimple Support<br />
Title : Support <br />

Multiple Signatures

Use the List Syntax for contacts in conjunction with the <!--Signature--> tag and 37-underscore signature line.

Sequential Signatures

The order of the signees is determined by the order they appear on the Web Page View. If sorting by anything other than by signing number, such as by name, leave the sequence parameter blank as the system will automatically assign a number once submitted.

The following example pulls all contacts attached to the Level 1 with a role ID of 10991 or 10992, and sorts the contacts by the value of UTA role field 1359726.

[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;$?opr_1359726$-->

_____________________________________<br />
Name : ~firstname~ ~lastname~<br />
Title : ~title~<br />
#]

The field #1359726 is a Select One - Combo Box with options:

;1;2;3;4;5...n

Parallel Signing

Set the sequence number of signees to the same number for each group of signees. Everyone with the same sequence number will be sent the request for signing at the same time.

[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;1-->
_____________________________________<br />
Name : ~firstname~ ~lastname~<br />
Title : ~title~<br />
#]

Parallel Signing, with multiple sequence groups

Configure the Signature tag with multiple sequence numbers. Once the first group (contacts with role IDs 10991 or 10992) has completed signing, the request for signature will be sent to the next group (contacts with role ID of 10993).

Once all signees of this group have signed, it will request signatures from the next group, or if this is the last group it will complete the document.

[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;1-->
_____________________________________<br />

Name : ~firstname~ ~lastname~<br />

Title : ~title~<br />
#]
[#(?object=contact;criteria=roleid='10993';orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;2-->
_____________________________________<br />
Name : ~firstname~ ~lastname~<br />
Title : ~title~<br />
#]

Signority Variables

SmartSimple's Online Document Signing functionality allows users to manage the entire signing process.

Users can also access details on how the e-signature submission is progressing using the variables below

@HistoryOf(CFNAME,1)@ - will show only the top section of the history i.e. section that displays the overall status of the e-signature submission

@HistoryOf(CFNAME,0)@ - will show only the bottom section of the history i.e. section that displays the progress of the individual signees

@HistoryOf(CFNAME)@ - will display both top and bottom section by default

See Also

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