Process Builder Procedures / Digital Signature
Parent topic: Digital Signature

Configure Digital Signature Request

To configure a digital signature request, do the procedure in this topic.

eSign Request Configuration Screen



Prerequisites

Good to Know

How to Start

  1. On the Organizer, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Digital Signature tab.
      2. On the Digital Signature tab, drag the Sertifi eSign Request activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Source Configuration .
  3. On the Source Repository screen, select the source location for your file.

    For more information, refer to Source Repository.

  4. Click eSignRequest .
  5. On the e-Signature Request Configuration screen, on the API tab, complete these fields as necessary.
    Field Name Definition

    API Key
    Function:
    Specifies a unique API key from the Sertifi service for authentication.
    Accepted Values:
    A valid API key.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    ABCDEFGH-1234-IJKLMNOPQ-567890123456

    File Name
    Function:
    Specifies the name of the file for the downloaded eSigned document.
    Accepted Values:
    A valid eSigned document name.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    File Title
    Function:
    Specifies the title for your eSigned document.
    Accepted Values:
    One line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Sign Type
    Function:
    Specifies the type of signature for the document.
    Accepted Values:
    Electronic Signature
    Default Value:
    Electronic Signature
    Accepts Process Data Variables:
    No
    Password
    Function:
    Specifies the password to open the eSigned document.
    Accepted Values:
    A valid password.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    Co-Sign
    Function:
    Specifies the cosignature required for the document.
    Accepted Values:
    • Deselected - Does not let more than one person sign the document.
    • Selected - Lets more than one person sign the document.
    Default Value:
    Deselected
    Accepts Process Data Variables:
    Yes
  6. Click the Sender tab, and complete these fields as necessary.
    Field Name Definition

    Name
    Function:
    Specifies the name of the sender.
    Accepted Values:
    A valid user name.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    E-mail Address
    Function:
    Specifies the e-mail address of the sender.
    Accepted Values:
    A valid e-mail address.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    		  

    Subject
    Function:
    Specifies the subject line for your e-mail.
    Accepted Values:
    One line of text that can contain spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    ${ActivityName} in ${ProcessName} is complete

    Message Body
    Function:
    Specifies the content of your e-mail.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  7. Click the Signer tab, and complete these fields as necessary.
    Field Name Definition

    Signer E-mail Address
    Function:
    Specifies the e-mail addresses of the signer.
    Accepted Values:
    A list of valid e-mail addresses, separated by commas (,).

    If you use process data variables, domain\username is changed automatically to a valid e-mail format.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    me@mydomain.com, ${ProcessInitiator}, ${ProcessParticipantUserNames}
    		  

    Second Signers
    Function:
    Specifies the e-mail address of the co-signer.
    Accepted Values:
    A valid e-mail address.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    		  

    CC
    Function:
    Specifies the recipients in the CC field for your e-mail.
    Accepted Values:
    A list of valid e-mail addresses, separated by commas (,).

    If you use process data variables, domain\username is changed automatically to a valid e-mail format.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    me@mydomain.com, ${ProcessInitiator}, ${ProcessParticipantUserNames}
  8. Click the e Sign Details tab, and complete these fields as necessary.
    Field Name Definition

    Field #1, Field #2, Field #3, Field #4
    Function:
    Specifies the label that goes into a text field that shows below the digital signature.

    If this field is empty, it does not show in the digital signature.

    Accepted Values:
    One line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    Title, Company, Address, Phone Number, and Postal Code.

    Field #2
    Function:
    Specifies the label that goes into a text field that shows below the digital signature.

    If this field is empty, it does not show in the digital signature.

    Accepted Values:
    One line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    Title, Company, Address, Phone Number, and Postal Code.

    Field #3
    Function:
    Specifies the label that goes into a text field that shows below the digital signature.

    If this field is empty, it does not show in the digital signature.

    Accepted Values:
    One line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    Title, Company, Address, Phone Number, and Postal Code.

    Field #4
    Function:
    Specifies the label that goes into a text field that shows below the digital signature.

    If this field is empty, it does not show in the digital signature.

    Accepted Values:
    One line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    Title, Company, Address, Phone Number, and Postal Code.
  9. Click the Response tab, and complete these fields as necessary.
    Field Name Definition

    File ID
    Function:
    Specifies an assigned ID for the requested eSigned document.
    Accepted Values:
    A valid file ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Document ID
    Function:
    Specifies a unique ID of the eSigned document to download.

    Sertifi gives a unique ID for each document.

    Accepted Values:
    A valid document ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Signing URL
    Function:
    Specifies the process data variable that stores the reference URL for signing the documents.

    The reference URL comes in the response from the Sertifi API.

    Accepted Values:
    A process data variable.

    You can use Process Data screen to specify a process data variable.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Sign Status
    Function:
    Specifies a process data variable to store the status of the digital signature request.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    E-mail Sent On
    Function:
    Specifies the date and time of the digital signature request e-mail.
    Accepted Values:
    A valid date and time.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

RelatedTopics

Parent topic: Digital Signature

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Documentation Updated: December 3, 2015

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