Sertifi eSign Status Check activity

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

Configure the eSign Status Check activity

To configure the eSign Status Check 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:
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?

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 Status Check activity onto your process.

General Configuration

Specifies the basic settings for the Sertifi eSign Status Check activity.

Good to Know

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

Fields

Field Name	Definition
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

Field Name

Definition

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:

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

Configuration for Sertifi eSign Status Check

Specifies the status of the digital signature request.

Figure: Sertifi eSign Status Check Configuration screen

Fields

Field Name	Definition
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: 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: 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: In the Credentials field, select Access Token. Allowed Values: A list of access tokens configured for your environment. Default Value: None
Create	Opens this Screen: Access Token for Sertifi To Open this Field: In the Credentials field, select Access Token. Function of this Screen: Configure an access token to connect to Sertifi.
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?
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
eSign Verified On	Description: Specifies the date and time the digital signature is verified. Allowed Values: A valid date and time. Default Value: None Accepts Variables: Yes