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 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 NameDefinition

Display Name
Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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
Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Source Repository

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

Figure: Source Repository screen

Source Repository screen

Fields

Field NameDefinition

Source Repository
Opens this Screen:
The configuration screen for your document repository. The specific screen that shows depends on your document repository type.

For more information, refer to Document Repositories.

Function of this Screen:
Configures your document repository.

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 NameDefinition

Credentials
Description:
Specifies whether to use or create an access token to connect to your Sertifi environment.
Allowed 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
Description:
Specifies web service URL for production or sandbox environment for Sertifi.
To Open this Field:
  1. In the Credentials field, select Manually.
Allowed 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 Variables:
Yes
Example:
https://apps.sertifi.net/Services/Gateway.asmx

API Key
Description:
Specifies a unique API key from the Sertifi service for authentication.
To Open this Field:
  1. In the Credentials field, select Manually.
Allowed Values:
A valid API key.
Default Value:
None
Accepts Variables:
Yes
Example:
ABCDEFGH-1234-IJKLMNOPQ-567890123456

Sertifi eSign
Description:
Specifies the access token that connects to your Sertifi environment.
To Open this Field:
  1. In the Credentials field, select Access Token.
Allowed 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
Description:
Specifies the title for your eSigned document.
Allowed Values:
One line of text (a string).
Default Value:
None
Accepts Variables:
Yes

Sign Type
Description:
Specifies the type of signature for the document.
Allowed Values:
Electronic Signature
Default Value:
Electronic Signature
Accepts Variables:
No
Password
Description:
Specifies the password to open the eSigned document.
Allowed Values:
A valid password.
Default Value:
None
Accepts Variables:
No

Co-Sign
Description:
Specifies the cosignature required for the document.
Allowed 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 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 NameDefinition

Name
Description:
Specifies the name of the sender.
Allowed Values:
A valid user name.
Default Value:
None
Accepts Variables:
Yes

Email Address
Description:
Specifies the e-mail address of the sender.
Allowed Values:
One line of text (a string) in email address format.

If you use process data variables, domain\username is changed automatically to a valid email 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 Variables:
Yes

Message Body
Description:
Specifies the content of your email.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts 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 NameDefinition

Signer Email Addresses
Description:
Specifies the e-mail addresses of the signer.
Allowed Values:
A list of email addresses, separated by commas (,).

If you use process data variables, domain\username is changed automatically to a valid email format.

Default Value:
None
Accepts Variables:
Yes
Example:
me@mydomain.com, ${ProcessInitiator}, ${ProcessParticipantUserNames}

Second Signers
Description:
Specifies the e-mail address of the co-signer.
Allowed Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Variables:
Yes

CC
Description:
Specifies the recipients in the CC field for your email.
Allowed Values:
A list of email addresses, separated by commas (,).

If you use process data variables, domain\username is changed automatically to a valid email format.

Default Value:
None
Accepts 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 NameDefinition

Field #1, Field #2, Field #3, Field #4
Description:
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.

Allowed Values:
One line of text (a string).
Default Value:
None
Accepts 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 NameDefinition

File ID
Description:
Specifies an assigned ID for the requested eSigned document.
Allowed Values:
A valid file ID.
Default Value:
None
Accepts 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
Description:
Specifies a unique ID of the eSigned document to download.

Sertifi gives a unique ID for each document.

Allowed Values:
A valid document ID.
Default Value:
None
Accepts 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
Description:
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.

Allowed Values:
A process data variable.

You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Variables:
Yes

Sign Status
Description:
Specifies a process data variable to store the status of the digital signature request.
Allowed Values:
A process data variable.
Default Value:
None
Accepts Variables:
Yes

Email Sent On
Description:
Specifies the date and time of the digital signature request e-mail.
Allowed Values:
A valid date and time.
Default Value:
None
Accepts Variables:
Yes