Smartstaff, administrator
421
edits
Changes
→Signature Tag Parameters
==Configuring Global Settings==
''Note: In order to use this feature you must request your URL to be whitelisted with development. This can be requested via support ticket.''
1. Go to Global settings - Integrations section. There should be a section called - Service Settings.
2. Access the option for '''Integration Key Management'''.
3. Click on New Integration Key. You will be presented with the following fields:
* Key Type: set to Adobe Sign
* Key name: set to Adobe SignSign * Application IDID (#3): unique Adobe ID for the client Client ID (from Adobe Sign Account)* Client Secret(#4): unique secret code for the client 4. Click Save. 5. The '''Online Signature Provider''' section allows you to select the e-signature partners, which in this case would be unique Client Secret (from Adobe Sign. Account) 6. You are then required to click Save to expose a button labelled Verify Adobe Sign Access. 7. When the button * Authentication URL (#5): URL is click you can enter generic based on your login details for the relevant location (from Adobe Sign Account.)
:: '''To retrieve the above information from your Adobe Sign account:'''
:: 3.1. Login to your Adobe Account
:: 3.2. Go to Account
:: 3.3. To retrieve Client ID and Client Secret:
::: - in Account tab - Adobe Sign API - API Applications (fig. 1)<br />- click on the API Applications record (fig. 1)<br />- click on the link '''Configure OAuth for Application '''(fig. 2)'''<br />'''- copy the Client ID for Application ID (#3)<br />- copy the Client Secret for Client Secret (#4)<br />- make sure Redirect URI included the link for your instance, e.g. https://smart.smartsimple.com/OAuthsp/callback.jsp or https://abcfoundation.smartsimple.com/OAuthsp/callback.jsp
:: (fig. 1)[[File:adobesecret1.png|thumb|none|800px|Adobe Account Setup.]]
:: (fig. 2)[[File:adobesecret2.png|thumb|none|300px|Adobe Account Setup.]]
:: 3.4. To retrieve Authentication URL:
::: - in Account tab - Account Settings - Account Setup (fig. 3)<br />- check Hostname, e.g. na2.echosign.com or eu1.echosign.com (fig. 3)<br />- use this to construct the Authentication URL (#5), e.g. Adobe Sign Hostname = eu1.echosign.com, Authentication URL = secure.eu1.echosign.com/public/oauth<br />(eg. https://secure.echosign.com/public/oauth or https://secure.na2.echosign.com/public/oauth or https://secure.eu1.echosign.com/public/oauth, etc.)
:: (fig. 3)[[File:Adobe2.png|thumb|none|500px|Adobe Account Setup.]]
4. Click Save.<br />
5. Go to Global settings - Integrations section - Service Settings. The '''Online Signature Provider''' section allows you to select the e-signature partners, select '''Adobe Sign'''.<br />
6. Click Save, after page refreshes, under '''Online Signature provider''', click '''Verify Adobe Sign Access'''.<br />
7. A popup will be launched, enter your login details for the relevant Adobe Account and authorize access for SmartSimple.
==Configuring the Web Page View==
On the {{WPV}} 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=]]
: [[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.
* <nowiki>{{_es_:sender:title}} </nowiki>- name of the sender. Will be the name associated with the Adobe Sign account configured in the Global Settings. * <nowiki>{{_es_:signer1:signatureblock}} </nowiki> - may be used for defining one signature line placement in conjunction with syntax for defining the signee using variable syntax <!--signature @Signee Email@;@Signee Firstname@;@Signee Lastname@;1--> * <nowiki>{{_es_:signer~Index~:signature}}</nowiki> - will automatically add all the signees from the contact list to the web page view as required signatures
* <nowiki>{{_es_:signer~Index~:signatureblock}}</nowiki> - will automatically add all the signees from the contact list to the web page view as required signatures
* <nowiki>{{_es_:signer~Index~:initials}} </nowiki>- will automatically add all the signees initials from the contact list to the web page view
* <nowiki>{{_es_:signer~Index~:company}} </nowiki>- will automatically add all the signees Company from the contact list to the web page view
* <nowiki>{{_es_:signer~Index~:fullname}}</nowiki> - will automatically add all the signees from the contact list to the web page view
* <nowiki>{{_es_:signer~Index~:optsignature}} </nowiki> - will automatically add all the signees from the contact list to the web page view as optional signatures * <nowiki>{{_es_: signer~Index~:optinitials}}</nowiki>:- will automatically add all the signees initials from the contact list to the web page view* <nowiki>{{ _es_: signer~Index~:date}}</nowiki>:- will automatically add all the signees' date of signature The Signature tabs are used in conjunction [[List Syntax]] for contacts and with the <!--Signature--> tag appropriate for the signing order. There are 2 tags used depending on the order:
* Parallel: <nowiki><!--SignatureFlow P--> </nowiki>
* Sequencial: <nowiki><!--SignatureFlow S--></nowiki>
[[Category:Integration]]
[[Category:External Services]]
[[Category: e-Signature]]
