Sertifi eSign Request activity

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


Sertifi eSign Request activity

Configure the eSign Request activity

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

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Digital Signature tab.

    Digital Signature tab
  3. On the Digital Signature tab, drag the Sertifi eSign Request activity onto your process.

    Drag Sertifi eSign Request activity

General Configuration

Specifies the basic settings for the Sertifi eSign Request activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

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

Source Repository

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

Figure: Source Repository screen

Source Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is the source location for your files.

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

Box Box icon

Function:
Specifies that Box is the source location for your files.

To select your file in the source location, complete the fields on Sertifi eSign Request > Source Repository > Box.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is the source location for your files.

To select your file in the source location, complete the fields on Sertifi eSign Request > Source Repository > Dropbox.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the data source for the file.

To select your file in the source location, complete the fields on Sertifi eSign Request > Source Repository > File System.

FTP FTP icon

Function:
Specifies that FTP is the source location for your files.

To select your file in the source location, complete the fields on Sertifi eSign Request > Source Repository > FTP.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is the source location for your files.

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

NetSuite NetSuite icon

Function:
Specifies that NetSuite is the source location for your files.

To select your file in the source location, complete the fields on Sertifi eSign Request > Source Repository > NetSuite.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is the source location for your files.

To select your file in the source location, complete the fields on Sertifi eSign Request > Source Repository > OneDrive.

OneDrive for Business OneDrive For Business icon

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

To select your file in the source location, complete the fields on Sertifi eSign Request > Source Repository > OneDrive for Business.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is the source location for your files.

To select your file in the source location, complete the fields on Sertifi eSign Request > Source Repository > Salesforce.

SFTP SFTP icon

Function:
Specifies that SFTP is the source location for your files.

To select your file in the source location, complete the fields on Sertifi eSign Request > Source Repository > SFTP.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is the source location for your files.

To select your file in the source location, complete the fields on Sertifi eSign Request > Source Repository > SharePoint.

Sertifi eSign Request Configuration > API tab

Specifies the document to which e-Signature is requested.

Figure: Sertifi eSign Request Configuration > API tab

Sertifi eSign Request Configuration API tab

Fields

Field Name Definition

Credentials

Function:
Specifies whether to use or create an access token to connect to your Sertifi environment.
Accepted Values:
  • Manually - Uses a web service URL and API key to connect to your Sertifi environment.
  • Access Token - Uses or creates an access token to connect to your Sertifi environment.
Default Value:
Manually

Service URL

Function:
Specifies web service URL for production or sandbox environment for Sertifi.
To Open this Field:
  1. In the Credentials field, select Manually.
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.
To Open this Field:
  1. In the Credentials field, select Manually.
Accepted Values:
A valid API key.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
ABCDEFGH-1234-IJKLMNOPQ-567890123456

Sertifi eSign

Function:
Specifies the access token that connects to your Sertifi environment.
To Open this Field:
  1. In the Credentials field, select Access Token.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Sertifi
To Open this Field:
  1. In the Credentials field, select Access Token.
Function of this Screen:
Configure an access token to connect to Sertifi.

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.

Figure: Sertifi eSign Request Configuration > Sender tab

Sertifi eSign Request Configuration Sender tab

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

Email Address

Function:
Specifies the e-mail address of the sender.
Accepted Values:
A text string in email address format.

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.

Figure: Sertifi eSign Request Configuration > Signer tab

Sertifi eSign Request Configuration Signer tab

Fields

Field Name Definition

Signer Email 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 text string in email address format.
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.

Figure: Sertifi eSign Request Configuration > eSign Details tab

Sertifi eSign Request Configuration eSign Details tab

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.

Figure: Sertifi eSign Request Configuration > Response tab

Sertifi eSign Request Configuration Response tab

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:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?

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

Email 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