Smartstaff
119
edits
Changes
→Sequential Signatures
:: 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<br />- select "self" for the "Enabled Scopes" section, ie. user_login: '''self''', agreement_read: '''self''', agreement_write: '''self''', agreement_send: '''self'''
:: (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), ** only take the region portion, ie. na1, na2, eu1 etc:<br />e.g. Adobe Sign Hostname = eu1 '''eu1'''.echosignadobesign.com, Authentication --> Authentication URL = secure '''secure.eu1'''.echosignadobesign.com/public/oauth<br />e.g. Adobe Sign Hostname = '''na2'''.documents.adobe.com--> Authentication URL = '''secure.na2'''.adobesign.com/public/oauth <br />(eg. https://secure.echosignadobesign.com/public/oauth or https://secure.na2.echosignadobesign.com/public/oauth or https://secure.eu1.echosignadobesign.com/public/oauth, etc.)
:: (fig. 3)[[File:Adobe2.png|thumb|none|500px|Adobe Account Setup.]]
4. Click Save.<br />
* Parallel: <nowiki><!--SignatureFlow P--> </nowiki>
* Sequencial: <nowiki><!--SignatureFlow S--></nowiki>
==HTML Examples==
Syntax to configure WPV for Adobe Sign is based on the same syntax as Signority except for specific Signature Tag Parameters that Adobe Sign required. For more examples, please refer to the [[Signority Configuration]].
===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 {{UTA}} contact with the [[UTA role]] of "Signee."
{| class="wikitable"
|-
||
<nowiki><!--signature @contact.Signee.email@;@contact.Signee.firstname@;@contact.Signee.lastname@;1--></nowiki><br />
<nowiki><br /></nowiki><nowiki>{{_es_:signer:signatureblock}}</nowiki><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.
{| class="wikitable"
|-
||
<nowiki><!--signature support@smartsimple.com;SmartSimple;Support;1--></nowiki><br /><nowiki><br /></nowiki><nowiki>{{_es_:signer:signatureblock}}</nowiki><nowiki><br /></nowiki><br />Name : SmartSimple Support<nowiki><br /></nowiki> <br />Title : Support <nowiki><br /></nowiki>
|}
===Multiple Signatures===
Use the [[List Syntax]] for contacts in conjunction with the Adobe Signature Tag Parameters.
====Sequential Signatures====
The order of the signees is determined by the order they appear on the {{WPV}}. 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 {{l1}} with a [[role ID]] of 10991 or 10992, and sorts the contacts by the value of [[Role Based Custom Fields|UTA role field]] 1359726.
{| class="wikitable"
|-
||
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br />
<nowiki><!--signature ~email~;~firstname~;~lastname~;~Index~--></nowiki>
<nowiki><br /></nowiki><nowiki>{{_es_:signer~Index~:signature}}</nowiki><nowiki><br /></nowiki><br />
<br />Initials : <nowiki>{{_es_: signer~Index~::optinitials}}</nowiki><nowiki><br /></nowiki><br />Name : ~firstname~ ~lastname~<nowiki><br /></nowiki><br />Title : ~title~<nowiki><br /></nowiki><br />#]
|}
[[Category:Integration]]
[[Category:External Services]]
[[Category: e-Signature]]
