SignDoc activity

Use the SignDoc activity to define a process to get the documents digitally signed. SignDoc sends an email to the address specified in the configuration along with the link to the documents to be signed. SignDoc handles emailing of the document to the required signers and also the signing activities. Once signing is completed, 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).

  • To enable TotalAgility notifications, set cirrusplugins.kta.notifications.enabled=true.

  • Specify the session ID of the Kofax TotalAgility user in cirrusplugins.kta.session.id=<<SessionID of Kofax TotalAgility User>>.

  • Specify the IP address and port number in cirrusplugins.kta.url=http://<<IP Config of Kofax TotalAgility User>>:<PortNumber>>/Kofax TotalAgility.

  • Add the winword.field.identification.key=field_name

Note the following:

  • When the SignDoc activity becomes pending at runtime, system sends emails to the addresses specified in the configuration with a link to the documents to be signed. As each user signs their documents in the package, a note is added to the TotalAgility job.

  • When the package is created, a note is added to the job with the package ID.

  • When the signing package is completed, the signed PDF is updated with signed documents and audit trail details.

  • When SignDoc signing package is created and the job is terminated, the document will still exist in the package.

  • If the creation of package fails, for example, due to a communication failure with the SignDoc server, a note is added to the job and the job is suspended.

  • When SignDoc activity is restarted, existing package is deleted and signers/reviewers need to sign/review again.

See Configure a SignDoc activity.