Sertifi eSign Document Download activity

An activity that lets you download a digitally signed document.



Configure the eSign Document Download activity

To configure the eSign Document Download 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 Document Download Sertifi eSign Document Download 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 Target Configuration Target Configuration icon.
  3. On the Target Repository screen, select the target location for your file.
  4. Click eSign Document Download eSign Document Download icon.
  5. Configure eSign Document Download Configuration screen.

    For more information, refer to Download Digitally Signed Document.

  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

Target Repository

Selects the target storage repository type for your files.

Screen



Fields

Field Name Definition

Amazon S3 Amazon S3 icon

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

To configure the target location for your file, complete the fields in Target Repository Configuration (Amazon S3) - Sertifi eSign Document Download.

Box Box icon

Function:
Specifies that Box is your document target location.

To configure the target location for your file, complete the fields in

Target Repository Configuration (Box) - Sertifi eSign Document Download.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Dropbox) - Sertifi eSign Document Download.

FTP FTP icon

Function:
Specifies that FTP is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (FTP) - Sertifi eSign Document Download.

Google Drive Google Drive icon

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

To configure the target location for your file, complete the fields in Target Repository Configuration (Google Drive) - Sertifi eSign Document Download.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (NetSuite) - Sertifi eSign Document Download.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (OneDrive) - Sertifi eSign Document Download.

OneDrive For Business OneDrive For Business icon

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

To configure the target location for your file, complete the fields in Target Repository Configuration (OneDrive For Business) - Sertifi eSign Document Download.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Salesforce) - Sertifi eSign Document Download.

SFTP SFTP icon

Function:
Specifies that SFTP is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (SFTP) - Sertifi eSign Document Download.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (SharePoint) - Sertifi eSign Document Download.

File System File System icon

Function:
Specifies that a folder on your local machine is the target location for your file.

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

eSign Document Download

Specifies information to download your digitally signed document.

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 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

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

Store File Path

Function:
Specifies the location of the file system folder on the local computer where the activity does an action, such as uploading or downloading files.

This setting gives the source location for the files to be uploaded and the target location for the files to be downloaded.

Accepted Values:
A file path relative to the AgilePoint Server application's root directory.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • If AgilePoint Server is installed at:

    c:\Inetpub\wwwroot\AgilePointServer\

    And, the file once downloaded is to be located at:

    c:\Inetpub\wwwroot\AgilePointServer\files\MyFile.txt

    Then, the LocalPath property must be set to the following value:

    files

  • If AgilePoint Server is installed at:

    c:\Inetpub\wwwroot\AgilePointServer\

    And, the file once downloaded is to be located at:

    c:\Inetpub\wwwroot\AgilePointServer\files\temp\MyFile.txt

    Then, the LocalPath property must be set to the following value:

    files\temp