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

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
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?
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
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 Document Download activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Sertifi eSign Document Download activity.

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: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
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

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:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

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.

Fields

Field Name	Definition
Amazon S3	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	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	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.
File System	Function: Specifies that the file system on the AgilePoint Server machine is the target data source location for the file. To select your file in the source location, complete the fields on Target Repository Configuration (File System) - Sertifi eSign Document Download.
FTP	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	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	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	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	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	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	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	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.

eSign Document Download

Specifies information to download your digitally signed document.

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: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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 Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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