Changes

Before configuring a {{WPV}} for on-line signing, you will need ssEncrypt and ssEncrypt2 can be used to determine the following:#If you are working with a new or existing {{WPV}}#How you are going dynamically generate an encrypted token when creating URLs to define the signees for the document (Contacts, access other means)#Where you are going to store the final signed document (upload field)entities with SmartSimple.

===[[Image:SignorityConfig1.pngLevel 1 Templates|borderLevel 1 template]] 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.  page token==Configuring the Web Page View=<pre style=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"white-space:[[Imagepre-wrap; white-space:Signority-PDFOptions.png|link=]]2) Storemoz-pre-wrap; white-To value space: Determines where the finalized PDF document will be stored in the system.-pre-wrap; white-space:[[Image:Signority-ValueStoresTo.png|link=]] By default all ono-pre-wrap; word-line signature submissions are flagged as test submissions. Once testing is complete, include the following tag in your {{WPV}}wrap: {| class=break-word;"wikitable"|-|><nowikissEncrypt>typeid,rootcompanyid<!--SignatureProduction--/ssEncrypt></nowikipre>===[[Level 2 Types|} =Level 2 template]] page token=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. {| class<pre style="wikitable"|white-space: pre-wrap; white-space: -|<nowiki><!moz-pre-signature emailwrap;firstname white-space: -pre-wrap;lastname white-space: -o-pre-wrap;sequenceNo word-wrap: break-word;"><ssEncrypt>typeid,appid,rootcompanyid</nowikissEncrypt></pre>|} '''Where:''':{| class="wikitable"|-!Parameter!!Description and Use|-|email|Email address of When encrypting parameters in an internet enabled level 2 template (in the signeeurl /ex/ex_Evtpage. An email jsp) it is sent to the signee with a link to sign the document|-|firstname|First name of signee which appears in the emailrecommended ssEncrypt2 be used.|-|lastname|Last name * Instead of signee which appears in the email.|-|sequenceNo|The numeric signing order if there are multiple signees. Set the value to 1 if using 'eventid' as a single signee.|} ==Signature line placement==parameter, use 'codedid'The location of the required signatures is defined in the {{WPV}} by the placement * Instead of using 'parentids' as a signature line containing exactly 37 underscores.parameter, use 'enparentids'Unencrypted:<font sizepre style="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. {| class="wikitable"|white-|<nowiki><!space: pre-wrap; white-SignatureEmailSubject System Nospace: @opportunityid@-moz-></nowiki> <nowiki><!pre-wrap; white-SignatureEmailBody Please sign for record #space: @opportunityid@-pre-wrap; white-></nowiki>|} ==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 {{UTA}} contact with the [[UTA role]] of "Signee." {| class="wikitable"|space: -|<nowiki><!o-pre-signature @contact.Signee.email@;@contact.Signee.firstname@;@contact.Signee.lastname@wrap;1 word-wrap: break-></nowiki><br /word;">_____________________________________<nowiki><br https:/></nowiki><br />Name : @contactalias.Signeesmartsimple.fullname@<nowiki><br com/><ex/nowiki> <br />Title : ex_Evtpage.jsp?token=Gw4NRhwGZVhdQhNRXxdTQlRVbFI%3D&parentids=@opportunityid@&eventid=@contact.Signee.titleeventid@ <nowiki><br /></nowiki><br /pre>Encrypted:|} You can also hard code the parameters, if there is a contact that will always be signing the document.{| class<pre style="wikitable"|white-space: pre-wrap; white-space: -|<nowiki><!moz-pre-signature support@smartsimple.comwrap;SmartSimple white-space: -pre-wrap;Support white-space: -o-pre-wrap;1 word-wrap: break-word;"><https:/nowiki><br />_____________________________________<nowiki><br alias.smartsimple.com/><ex/nowiki>ex_Evtpage.jsp?token=Gw4NRhwGZVhdQhNRXxdTQlRVbFI%3D&enparentids=<br /ssEncrypt2>Name : SmartSimple Support@opportunityid@<nowiki><br /ssEncrypt2>&codedid=</nowikissEncrypt2> @eventid@<br />Title : Support <nowiki><br /ssEncrypt2></nowiki><br /pre>|} ===Multiple Signatures{{WPV}} token=== Use the [[List Syntax]] for contacts in conjunction with the <nowiki><!pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-Signaturepre-wrap; word-wrap: break-word;"><ssEncrypt2>objectid</ssEncrypt2></nowikipre> tag and 37-underscore signature line. ====Sequential Signatures====The order of the signees is determined by the order they appear on Example: To open 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 Custom Field ID]] of 10991 or 10992, and sorts the contacts by the value of [[Role Based Custom Fields|UTA role custom fieldID]] 1359726.123456 on a contact you would use the following syntax: {| class<pre style="wikitable"|white-space: pre-|[#(?object=contactwrap;criteria=(roleid='10991' or roleid='10992') white-space: -moz-pre-wrap;orderby=tbl_1359726.valuestr)<br /><nowiki><! white-space: -pre-signature ~email~wrap;~firstname~ white-space: -o-pre-wrap;~lastname~;$?opr_1359726$ word-wrap: break-word;"></nowiki>input type=button class=Button value="Open" onclick="_openpageview('123456','<br /ssEncrypt2> _____________________________________@userid@<nowiki><br /ssEncrypt2></nowiki',1)" ><br /pre>Name Note: ~firstname~ ~lastname~<nowiki><br /></nowiki><br />Title : ~title~<nowiki><br /></nowiki><br />#if you have [[URL Parameter Encryption]] |} The enabled, the custom field ID must be encrypted as well using ssEncrypt3. If custom field #1359726 654321 is on a [[Custom Field Type: Select One – Combo Box|Select One - Combo Box]] with options{{l1}}::<font sizepre style="3">'''white-space: pre-wrap;1 white-space: -moz-pre-wrap;2 white-space: -pre-wrap;3 white-space: -o-pre-wrap;4 word-wrap: break-word;5...n'''"></font> input type=button class===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. {| classButton value="wikitableOpen"|-|[#(?object=contact;criteriaonclick="_openpageview(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br /><nowiki><!--signature ~email~;~firstname~;~lastname~;1--ssEncrypt3>654321</nowikissEncrypt3>','<br /ssEncrypt2>_____________________________________@opportunityid@<nowiki><br /ssEncrypt2></nowiki',1)" ><br />Name : ~firstname~ ~lastname~<nowiki><br /></nowiki><br /pre>Title : ~title~<nowiki><br /></nowiki><br /><nowiki>#]</nowiki>|} ====Parallel Signing, with multiple sequence groups=Contact Role Intersection (Level 1)===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. {| class<pre style="wikitable"|white-space: pre-|[#(?object=contactwrap;criteria=(roleid='10991' or roleid='10992') white-space: -moz-pre-wrap;orderby=tbl_1359726.valuestr)<br /><nowiki><! white-space: -pre-signature ~email~wrap;~firstname~;~lastname~ white-space: -o-pre-wrap;1 word-wrap: break-word;"></nowikissEncrypt2>oprid<br />_____________________________________<nowikissEncrypt2><br /pre>Example (custom field located on the Level 1 UTA role):</nowikipre><br /> Name input type=button class="Button" onclick="javascript: ~firstname~ ~lastname~openRoleFields('<nowikissEncrypt2>@oprid@<br /ssEncrypt2><',@roleid@)" value="My Vote"/nowiki><br /script>function openRoleFields(objectid,roleid){Title : ~title~<nowiki><br fieldid_window = window.open('/></nowiki><br />#]<br />[#(s_editcustomfields.jsp?objectiswin=1&objecttype=91&opportunityid=contact;criteria@levelone.opportunityid@&itemlist='+roleid+'&objectid='10993+objectid,'field_window','menubar=no,scrollbars=yes,width=850,height=300,status=no,resizable=yes,top=200,left=200,dependent=yes,alwaysRaised=yes');orderbyfieldid_window.opener =tbl_1359726window;fieldid_window.valuestrfocus()<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 /script><nowiki>#]</nowikipre><br />|} {{Template:Signority Variables}}

* [[Online Document Signing - VideoEnable URL Parameter Encryption]][[Category:Variables]][[Category:Security]]

[[Category:Integration]] [[Category: e<!-Signature]]-See 17915 - SERVER UPGRADE NOVEMBER - Save to Server displaying externally-->