Welcome > Process Designer module > Activity types > Common activities > SignDoc activity > Configure a SignDoc activity

Configure a SignDoc activity

See SignDoc activity

  1. Add a SignDoc activity to the map. See Add an activity.
  2. On the Extended Properties page of the SignDoc activity, click the Configuration tab.
  3. To add a SignDoc site to TotalAgility, consume the SignDoc server in the Server box.
  4. Optionally, to specify a name for the signing package, consume a variable (string or nullable string) or enter a static value in the Package Name box. (Default: Documents to be Signed)

    This name appears in any emails and also the SignDoc interface when the documents are being signed or reviewed.

    Note

    • If you do not specify a package name, at runtime, the package name defaults to jobID + EPC + NodeID + State Var.

    • The package name cannot be more than 128 characters.

  5. To select the required Template Type, click either option.

    SignDoc

    The template list is populated with all the available templates within the selected SignDoc server. (Default: SignDoc)

    1. On the Template list, select the required template.

      All the recipients and the names of the documents for the associated SignDoc template are displayed .

    2. In the Recipients group, for each recipient, configure the following:

      1. Specify an email address or consume a string variable containing an email address in the Email Address box.

        The documents to be signed or reviewed are sent to the specified email address.

      2. Optionally, to customize the recipient's name per job, specify a display name or consume a string variable in the Display Name box.

        The document is sent to the recipients with the display name. If a display name is not specified, the default name from the template is used.

    3. In the Documents group, for each document, optionally define the following properties:

      1. Input Document: Consume a document variable that will contain the document to be signed at runtime. If this variable is not specified, the document in the template will be used for signing.

      2. To assign signer fields for each document, click Configure to display the text fields and check box fields to be initialized in the document (grouped by signer); assign an inline value or a variable to each field.

    Generated Document

    1. In the Template box, consume the pre-configured document template (Microsoft Word template). All the recipients for the associated template are displayed under the Signers group.

    2. Select either option for Signing Order.

      • Parallel: The system sends email to all the signers at the same time so that each signer can sign the document.
      • Series: The system sends email to the second signer, only after the first signer has signed the document and so on.

    3. In the Input Document box, consume a document variable that will contain the document to be signed at runtime. If this variable is not specified, the document in the template will be used for signing.

    4. In the Signers group, for each recipient, configure the following :

      1. Select the Mandatory Signature check box to specify that the signature is mandatory. If you do not specify this option, at runtime, the email will be sent to the signer, but the signer need not sign the document.

      2. Specify an email address or consume a string variable containing an email address in the Email Address box.

        The documents to be signed or reviewed are sent to the specified email address.

      3. Optionally, to customize the recipient's name per job, specify a display name or consume a string variable in the Display Name box.

        The document is sent to the recipients with the display name. If a display name is not specified, the default name from the template is used.

    5. In the Signing Methods group, select one of the following signing methods: Click To Sign, Photo or Hand Written.

  6. In the Email group, configure the following:
    1. For Email Subject, provide a string variable or an inline value. (Default: Inline value with the default text from SignDoc. You can change the text as required).
    2. For Email Body, provide a string variable or an inline value. (Default: Inline value with the default text from SignDoc. You can change the text as required).
  7. In the Output group, define the following parameters.
    1. Package ID : Consume a string variable that is updated to contain the package ID for the new package in SignDoc once the activity becomes pending at runtime.
    2. Signed PDF: Consume a document variable that is updated to reference the final PDF containing all the signed documents.
    3. Package State: Consume a string variable that is updated to contain the SignDoc package state once the package is completed or cancelled at runtime.
  8. Click Save.