Target Repository Configuration (OneDrive) - Sertifi eSign Document Download

Specifies the target location for your files on OneDrive in the Sertifi eSign Document Download activity.

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Good to Know

  • 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.
  3. On the Target Repository screen, select your target location as OneDrive OneDrive icon.
  4. Click Target Detail Configuration Target Detail Configuration icon.

Fields

Field Name Definition

OneDrive

Function:
Specifies the access token that connects to your OneDrive service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token Add Token icon

Opens this Screen:
Access Token for OneDrive
Function of this Screen:
Configure an access token to connect to OneDrive.

Choose Folder Path

Function:
Specifies the name of the target folder.
Accepted Values:
The name of a folder in your repository.
Default Value:
None

Existing Folder ID

Function:
Specifies the ID of the folder the activity uses when the process runs.
Accepted Values:
A valid folder 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.

Create New Folder

Function:
Specifies that a new folder is created for the file by the process.
Accepted Values:
  • Deselected - The activity does not create a new folder.
  • Selected - The activity creates a new folder.
Default Value:
Deselected
Accepts Process Data Variables:
No

Create New Folder Name

Function:
Specifies the name the process gives to the folder the process creates.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Overwrite If File Exists

Function:
Specifies if the activity replaces the file if it already exist with the same name at the specified target location.
Accepted Values:
  • Selected - The activity replaces the file if it exists with the same name at the target location.
  • Deselected - The activity saves the file with a different name.
Default Value:
Selected