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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=]]
By default all on-line signature submissions are flagged as test submissions. Once testing is complete, include the following tag in your {{WPV}}:
{| class="wikitable"
|-
||
<nowiki><!--SignatureProduction--></nowiki>
|}
{| class="wikitable"
|-
||<nowiki><!--signature email;firstname;lastname;sequenceNo--></nowiki>
|}
'''Where:'''
:{| class="wikitable"|-!Parameter!!Description ParameterDescription and Use|-|email|Email UseemailEmail address of the signee. An email is sent to the signee with a link to sign the document|-|firstname|First documentfirstnameFirst name of signee which appears in the email.|-|lastname|Last lastnameLast name of signee which appears in the email.|-|sequenceNo|The 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: medium;">_____________________________________</span>
==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"
|-
||
<nowiki><!--SignatureEmailSubject System No: @opportunityid@--></nowiki>
<nowiki><!--SignatureEmailBody Please sign for record #: @opportunityid@--></nowiki>
<nowiki><!--SignatureExpiryDays 7--></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.
{| class="wikitable"
|-
||
<nowiki><!--signature @contact.Signee.email@;@contact.Signee.firstname@;@contact.Signee.lastname@;1--></nowiki><br />
_____________________________________<nowiki><br /></nowiki><br />Name : @contact.Signee.fullname@<nowiki><br /></nowiki> <br />Title : @contact.Signee.title@ <nowiki><br /></nowiki><br />
|}
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><br />Name : SmartSimple Support<nowiki><br /></nowiki> <br />Title : Support <nowiki><br /></nowiki><br />
|}
===Multiple Signatures===
Use the [[List Syntax]] for contacts in conjunction with the <nowiki><!--Signature--></nowiki> tag and 37-underscore signature line.
{| class="wikitable"
|-
||
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br />
<nowiki><!--signature ~email~;~firstname~;~lastname~;$?opr_1359726$--></nowiki><br />
_____________________________________<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="wikitable"
|-
||
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br /><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>
|}
{| class="wikitable"
|-
||
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)<br />
<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 />#]<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>#]</nowiki><br />
|}
