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Adobe Sign

2,378 bytes added, 16:17, 15 April 2021
Sequential Signatures
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:
* 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]]
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