Sertifi eSign Status Check activity

An activity that gets the status of the digital signature request.


Sertifi eSign Status Check activity

Configure the eSign Status Check activity

To configure the eSign Status Check 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 Process Builder, in the Activity Library, open the Digital Signature tab.

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

    Drag Sertifi eSign Status Check activity

General Configuration

Specifies the basic settings for the Sertifi eSign Status Check 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 NameDefinition

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

Configuration for Sertifi eSign Status Check

Specifies the status of the digital signature request.

Figure: Sertifi eSign Status Check Configuration screen

Sertifi eSign Status Check Configuration screen

Fields

Field NameDefinition

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 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?

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

eSign Verified On
Function:
Specifies the date and time the digital signature is verified.
Accepted Values:
A valid date and time.
Default Value:
None
Accepts Process Data Variables:
Yes