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SignEasy

2,243 bytes added, 19:04, 9 September 2019
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* You can also create an Upload field if desired, in which to store the signed PDF file. Use the Store-To Value option in the Web Page View field to point to this additional field.
6. Make sure you've created a role for your Signees, and that the intended person is added as a Contact using this role. Your Web Page View field will need to contain list syntax that specifies the roleid; this is how SmartSimple knows to whom the e-signature request should be sent.
* for API Key and Client ID, follow [https://docs.signeasy.com/docs/generating-api-keys-for-production these instructions].
 
Tip: Within the Web Page View window, you can click the Online Signature button to view the status of the current request once it's been sent.
 
==SignEasy Tags==
{| class="wikitable"
|-
||'''Function'''
||'''Tag Format'''
||'''Example'''
||'''Notes'''
|-
||Populate the email body
||
<pre><!--SignatureEmailBody Place body text here.--></pre>
||
<pre><!--SignatureEmailBody This is a test.--></pre>
||
|-
||Configure the CC email list
||
<pre><!--SignatureCC email;Name,email2;Name2--></pre>
||
<pre><!--SignatureCC abc@fake.com;ABC Smith,qa1@fake.com;QA1--></pre>
||Emails will be copied to the list of people included here.
|-
||Configure the email flow for multiple signees
||
<pre><!--SignatureFlow Indicator--></pre>
||
<pre><!--SignatureFlow P--></pre>
||If you specify the signature flow as P (Parallel), emails will be sent to all signees at the same time.
If you specify the signature flow as S (Sequential), emails will be sent sequentially; for example: email will only be sent to the second signee after the first signee has completed signing the document, and so on. (if left out, behaviour will default to Parallel)
|}
 
==Note==
For SignEasy to retrieve signee emails, names etc, you will have to embed them in your HTML. They will then be used in the email sent to signees. For example:
 
<pre> [#(?object=contact;criteria=roleid='12527';orderby=firstname) <!--SignatureFlow P--><!--signature ~email~;SIGNER;~firstname~;~lastname~;~Index~;~companyname~-->#]</pre>
 
If you have 3 signees assigned to the Level 1, the HTML in your Web Page View will be embedded with the info for all three:
 
<pre>
<!--signature ttest@smartsimple.com;SIGNER;Tony;Test;1;SmartSimple Software -->
<!--signature fake@smartsimple.com;SIGNER;Fake;Man;2;Fake Co. -->
<!--signature fake2@smartsimple.com;SIGNER;Fake2;Mann;3;Fake2 Co. -->
</pre>
[[Category:Integration]]
[[Category:External Services]]
[[Category: e-Signature]]
Smartstaff, administrator
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