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Signority Configuration

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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 Global Settings==[[Image:SignorityConfig1.png|border]] 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.

==Configuring the Web Page View==

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-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" cellpaddingclass="5wikitable"|-!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.

|-

||<nowiki><!--signature email;firstname;lastname;sequenceNo|The numeric signing order if there are multiple signees. Set the value to 1 if a single signee.--></nowiki>

|}

 

'''Where:'''

 

ParameterDescription and UseemailEmail address of the signee. An email is sent to the signee with a link to sign the documentfirstnameFirst name of signee which appears in the email.lastnameLast name of signee which appears in the email.sequenceNoThe 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.

 :<span style="font -size="3: medium;">_____________________________________</fontspan>

==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}}. The SignatureExpiryDays tag represents the number of days that remain before the document expires. Variables and text can be used.:<font size{| class="3wikitable">'''|-||<nowiki><!--</nowiki>SignatureEmailSubject System No: @opportunityid@<nowiki>--></nowiki>'''</font>:<font size="3">'''<nowiki><!--</nowiki>SignatureEmailBody Please sign for record #: @opportunityid@--></nowiki> <nowiki><!--SignatureExpiryDays 7--></nowiki>'''</font> |}

==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."

:<font size{| class="3wikitable">'''|-||<nowiki><!--</nowiki>signature @contact.Signee.email@;@contact.Signee.firstname@;@contact.SigneeeSignee.lastname@;1'''<nowiki>--></nowiki><br />:'''_____________________________________<nowiki><br /></nowiki>'''<br />:'''Name : @contact.Signee.fullname@ <nowiki><br /></nowiki>'''<br />:'''Title : @contact.Signee.title@ <nowiki><br /></nowiki>'''</font> |}

You can also hard code the parameters, if there is a contact that will always be signing the document.

:<font size{| class="3wikitable">'''|-||<nowiki><!--</nowiki>signature support@smartsimple.com;SmartSimple;Support;1'''<nowiki>--></nowiki><br />:'''_____________________________________<nowiki><br /></nowiki>'''<br />:'''Name : SmartSimple Support <nowiki><br /></nowiki>'''<br />:'''Title : Support <nowiki><br /></nowiki>'''</font> |}

===Multiple Signatures===

Use the [[List Syntax]] for contacts in conjunction with the <nowiki><!--Signature--></nowiki> tag and 37-underscore signature line.

Use the [[list syntax]] for contacts in conjunction with the <nowiki><!--Signature--></nowiki> tag and 37-underscore signature line. ====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.

:<font size{| class="3wikitable">'''|-||[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br /><nowiki><!--signature ~email~;~firstname~;~lastname~;$?opr_1359726$--></nowiki> _____________________________________<nowiki><br /></nowiki><br />Name :~firstname~ ~lastname~<nowiki><br /></nowiki><br />Title : ~title~<nowiki><br /></nowiki><br />#] |} The field #1359726 is a [[Custom Field Type: Select One – Combo Box|Select One - Combo Box]] with options: : <span style="font -size: medium;">''';1;2;3;4;5...n'''</span>====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. {| class="3wikitable">|-||[#(?object=contact;criteria=(roleid='10991'or roleid='10992');orderby=tbl_1359726.valuestr)<br /><nowiki><!--</nowiki>signature ~email~;~firstname~;~lastname~;$1--></nowiki><br />_____________________________________<nowiki><br /></nowiki><br />Name : ~firstname~ ~lastname~<nowiki><br /></nowiki><br />Title : ~title~<nowiki><br /></nowiki><br /><nowiki>#]</nowiki> |} ====Parallel Signing, with multiple sequence groups====Configure the Signature tag with multiple sequence numbers. Once the first group (contacts with role IDs 10991 or 10992) has completed signing, the request for signature will be sent to the next group (contacts with role ID of 10993). Once all signees of this group have signed, it will request signatures from the next group, or if this is the last group it will complete the document. {| class="wikitable"|-||[#(?opr_1359726$object=contact;criteria=(roleid='10991'or roleid='10992');orderby=tbl_1359726.valuestr)<br /><nowiki><!--signature ~email~;~firstname~;~lastname~;1--></nowiki><br />:'''_____________________________________<nowiki><br /></nowiki>''' Name : ~firstname~ ~lastname~<nowiki><br /></nowiki> Title :~title~<nowiki><br /></nowiki><br />#]<br />[#(?object=contact;criteria=roleid='10993'';orderby=tbl_1359726.valuestr)<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 /><nowiki>#]</fontnowiki> |} {{Template:'''#Signority Variables}} ==See Also==* [[Online Document Signing - Video]]'''

The field #1359726 is a Select One - Combo Box with options[[Category:;1;2;3;4;5…n10SmartSimple – Signority Integration]]Date: March 12, 2014Prepared By: Brian LaiParallel SigningSet 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.[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<!--signature ~email~;~firstname~;~lastname~;1-->_____________________________________<br />Name [Category: ~firstname~ ~lastname~<br />Title : ~title~ <br />#External Services]]Parallel Signing, with multiple sequence groupsConfigure the Signature tag with multiple sequence numbers. Once the first group has completed signing, the request for signature will be sent to the next group.[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<![Category: e--signature ~email~;~firstname~;~lastname~;1-->_____________________________________<br />Name : ~firstname~ ~lastname~<br />Title : ~title~ <br />#Signature][#(?object=contact;criteria=(roleid='10993’);orderby=tbl_1359726.valuestr)<!--signature ~email~;~firstname~;~lastname~;2-->_____________________________________<br />Name : ~firstname~ ~lastname~<br />Title : ~title~ <br />#]Once all signees of this group has signed, it will trigger the workflow requesting signatures from the next group, or if this is the last group it will complete the document.

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