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WPV
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)
#Where you are going to store the final signed document (upload field)
==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 {{WPV}} called "Online Signature"
:[[Image:Signority-PDFOptions.png|link=]]
2) Store-To value : Determines where the finalized PDF document will be stored in the system.
:[[Image:Signority-ValueStoresTo.png|link=]]
==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.
:<font size="3">'''<nowiki><!--</nowiki>signature ''email'';''firstname'';''lastname'';''sequenceNo''<nowiki>--></nowiki>'''</font>
'''Where:'''
:{|border="1" cellpadding="5"
|-
!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==
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>
==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.
:<font size="3">'''<nowiki><!--</nowiki>SignatureEmailSubject System No: @opportunityid@<nowiki>--></nowiki>'''</font>
:<font size="3">'''<nowiki><!--</nowiki>SignatureEmailBody Please sign for record #: @opportunityid@<nowiki>--></nowiki>'''</font>
#If you are working with a new or existing {{WPV}}
#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 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 {{WPV}} called "Online Signature"
:[[Image:Signority-PDFOptions.png|link=]]
2) Store-To value : Determines where the finalized PDF document will be stored in the system.
:[[Image:Signority-ValueStoresTo.png|link=]]
==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.
:<font size="3">'''<nowiki><!--</nowiki>signature ''email'';''firstname'';''lastname'';''sequenceNo''<nowiki>--></nowiki>'''</font>
'''Where:'''
:{|border="1" cellpadding="5"
|-
!Parameter!!Description and Use
|-
|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==
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>
==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.
:<font size="3">'''<nowiki><!--</nowiki>SignatureEmailSubject System No: @opportunityid@<nowiki>--></nowiki>'''</font>
:<font size="3">'''<nowiki><!--</nowiki>SignatureEmailBody Please sign for record #: @opportunityid@<nowiki>--></nowiki>'''</font>