Sertifi eSign Request activity
An activity that requests a new digital signature for a specified document.
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Configure the eSign Request activity
To configure the eSign Request activity, do the procedure in this topic.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- 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?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Digital Signature tab.
- On the Digital Signature tab,
drag the Sertifi eSign Request
activity onto your process.
General Configuration
Specifies the basic settings for the Sertifi eSign Request activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Source Repository
Specifies the original, or source, location type for your files.
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Fields
Field Name | Definition |
---|---|
Source Repository |
|
Sertifi eSign Request Configuration > API tab
Specifies the document to which e-Signature is requested.
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Fields
Field Name | Definition |
---|---|
Credentials |
|
Service URL |
|
API Key | |
Sertifi eSign |
|
Create |
|
File Title |
|
Sign Type |
|
Password |
|
Co-Sign |
|
Sertifi eSign Request Configuration > Sender tab
Specifies the details of sender who requests a digital signature.
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Fields
Field Name | Definition |
---|---|
Name |
|
Email Address |
|
Message Body |
|
Sertifi eSign Request Configuration > Signer tab
Specifies the recipients of the digital signature request.
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Fields
Field Name | Definition |
---|---|
Signer Email Addresses |
|
Second Signers |
|
CC |
|
Sertifi eSign Request Configuration > eSign Details tab
Specifies more information about the signer.
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Fields
Field Name | Definition |
---|---|
Field #1, Field #2, Field #3, Field #4 |
|
Sertifi eSign Request Configuration > Response tab
Specifies the response by the signer for the digital signature request.
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Fields
Field Name | Definition |
---|---|
File ID |
|
Document ID |
|
Signing URL |
|
Sign Status |
|
Email Sent On |
|