SignDoc activity
Use the SignDoc activity to define a signing package to get the documents digitally signed. To define a signing package, you need the SignDoc server to use, the documents to be signed or reviewed and the recipients and their email addresses to sign or review the documents. Additionally, you can specify a name for the signing package.
When a SignDoc server is added to TotalAgility, all the available templates within the selected SignDoc server become available for defining a signing package. When you define a signing package, you can either create a new template or use the existing template from SignDoc. A template consists of documents and signers required for digital signature. Once the signing package is created, SignDoc sends an email to the signer address specified in the configuration along with the link to the documents to be signed. For the signing ceremony, TotalAgility uses the generic names specified for the signer or reviewer during template creation. You can customize the generic names to display names so that the documents are sent with the display name. For example, configure Consultant for Doctor or manager's actual name for Manager. Once the signing ceremony is complete, SignDoc sends a notification to TotalAgility to complete the SignDoc activity.
To execute the SignDoc activity, change the Kofax SignDoc configuration file available on the SignDoc server at the following location: SignDoc_install_Location\cirrus_home\conf\cirrus.properties).
Note the following: