Integrate TotalAgility with SignDoc

  1. Navigate to Integration > SignDoc.

    The SignDoc page appears.

  2. Click New.

    The New SignDoc configuration dialog box is displayed.

    Note If using SignDoc version 1.2 and lower, you can configure only one TotalAgility server per SignDoc server. From SignDoc version 1.3, you can configure multiple TotalAgility servers to use a single SignDoc server.
  3. Enter an ID for the SignDoc server. The system identifies the SignDoc server with this ID.
    Note You cannot edit the ID once the configuration is saved.
  4. Enter a Display name for the SignDoc Server. Use this name to identify the server in the list.
  5. Enter a Server URL for the SignDoc server.
    Note If the Allow all system setting is not enabled, you can only enter the Server URL that is whitelisted; otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted. See Whitelist a web service URL or a database connection string
  6. Enter an API key, which is the authentication key used to access the SignDoc API.
    Note You can get the key value from the SignDoc User Interface > User Preferences.
  7. Click Test connection to test whether the connectivity is established.
  8. Click Save.

    You can update or delete an existing SignDoc server.

Maintain a SignDoc integration

You can modify the SignDoc configuration, delete an SignDoc integration site and also view associations.

  1. Navigate to Integration > SignDoc.

    The SignDoc integrations list page appears.

  2. To modify an SignDoc configuration:
    1. Click the SignDoc configuration to open for modification.
      The Edit SignDoc configuration dialog box is displayed.
    2. Make changes as needed.
    3. Click Save.
  3. To delete an SignDoc integration site, on the context menu of the site to delete, click Delete.
    On confirmation, the SignDoc site is deleted.

View associations

View the list of processes (all types), business rules and forms associated with the SignDoc.

  1. Navigate to the SignDoc integrations list page
  2. On the context menu of the SignDoc integration for which to view the associations, click Associations.

    The Integration associations < SignDoc integration name> dialog box displays the following list of associations with name and type: Business processes, case definitions, fragments, business rules, and forms, if any. You can click the name link to open the item in a new browser tab and make changes, as needed.