Sertifi eSign Request activity

An activity that requests a new digital signature for a specified document.



Configure the eSign Request activity

To configure the eSign Request activity, do the procedure in this topic.

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. On the Application Explorer screen, 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 Digital Signature icon tab.
      2. On the Digital Signature Digital Signature icon tab, drag the Sertifi eSign Request Sertifi eSign Request icon 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 Source Configuration icon.
  3. On the Source Repository screen, select the source location for your file.
  4. Click eSignRequest eSignRequest icon.
  5. Complete the fields on these screens.
    1. eSign Request Configuration > APITab.
    2. eSign Request Configuration > SenderTab.
    3. eSign Request Configuration > SignerTab.
    4. eSign Request Configuration > e Sign DetailsTab.
    5. eSign Request Configuration > ResponseTab.

    For more information, refer to Configure Digital Signature Request.

  6. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the common information for a system activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Source Repository

Specifies the original, or source, location type for your files.

Screen



Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Amazon S3) - Sertifi eSign Request.

Box Box icon

Function:
Specifies that Box is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Box) - Sertifi eSign Request.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Dropbox) - Sertifi eSign Request.

FTP FTP icon

Function:
Specifies that FTP is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (FTP) - Sertifi eSign Request.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Google Drive) - Sertifi eSign Request.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (NetSuite) - Sertifi eSign Request.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (OneDrive) - Sertifi eSign Request.

OneDrive For Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (OneDrive For Business) - Sertifi eSign Request.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Salesforce) - Sertifi eSign Request.

SFTP SFTP icon

Function:
Specifies that SFTP is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (SFTP) - Sertifi eSign Request.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (SharePoint) - Sertifi eSign Request.

File System File System icon

Function:
Specifies that a folder on your local machine is the source location of your file.

To select your file in the source location, complete the fields on Source Repository Configuration (Local File System) - Sertifi eSign Request.

Sertifi eSign Request Configuration > API tab

Specifies the document to which e-Signature is requested.

Screen



Fields

Field Name Definition

Service URL

Function:
Specifies web service URL for production or sandbox environment for Sertifi.
Accepted Values:
  • https://apps.sertifi.net/Services/Gateway.asmx - This URL is used for production environment. The production environment is used to store the production data.
  • The sandbox environment is used to develop and test your applications. This URL comes from Sertifi.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
https://apps.sertifi.net/Services/Gateway.asmx

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 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:
No

Sertifi eSign Request Configuration > Sender tab

Specifies the details of sender who requests a digital signature.

Screen



Fields

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.

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

If you select Send on behalf of below user, you must enter a valid DocuSign registered e-mail address in this field.

Default Value:
None
Accepts Process Data Variables:
Yes

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

Sertifi eSign Request Configuration > Signer tab

Specifies the recipients of the digital signature request.

Screen



Fields

Field Name Definition

Signer E-mail Addresses

Function:
Specifies the e-mail addresses of the signer.
Accepted Values:
A list of 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 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
  • $MANAGER(DOMAIN\john)
  • $MANAGER(${/my:myFields/my:username})

Sertifi eSign Request Configuration > eSign Details tab

Specifies more information about the signer.

Screen



Fields

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.

Sertifi eSign Request Configuration > Response tab

Specifies the response by the signer for the digital signature request.

Screen



Fields

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
Limitations:

The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

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