Sertifi eSign Document Download activity

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

Target 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.

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

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

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?

File Name

Description:

Specifies the name of the file for the downloaded eSigned document.

Allowed Values:

A valid eSigned document name.

Default Value:

None

Accepts Variables:

Yes

Store File Path

Description:

Specifies the location of the file system folder on the local computer where the activity does an action, such as uploading or downloading files.

This setting gives the source location for the files to be uploaded and the target location for the files to be downloaded.

Allowed Values:

A file path relative to the AgilePoint Server application's root directory.

Default Value:

None

Accepts Variables:

Yes

Example:

• If AgilePoint Server is installed at:

  c:\Inetpub\wwwroot\AgilePointServer\

  And, the file once downloaded is to be located at:

  c:\Inetpub\wwwroot\AgilePointServer\files\MyFile.txt

  Then, the LocalPath property must be set to the following value:

  files

• If AgilePoint Server is installed at:

  c:\Inetpub\wwwroot\AgilePointServer\

  And, the file once downloaded is to be located at:

  c:\Inetpub\wwwroot\AgilePointServer\files\temp\MyFile.txt

  Then, the LocalPath property must be set to the following value:

  files\temp