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

Configure a SignDoc activity

Using the SignDoc activity, you can configure:

  • the SignDoc server to use.

  • the documents to be signed or reviewed.

  • the people needed to sign or review the documents.

  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. 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 signers, reviewers and the names of the documents for the associated SignDoc template are displayed.

    2. In the Recipients group, for each signer and reviewer, map an inline email address or a string variable containing an email address. The documents to be signed or reviewed are sent to the specified email address.

    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 signers for the associated template are displayed.

    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 the document variable that will contain the document to be signed at runtime.

    4. In the Signers group, for each signer define 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. Map an inline email address or a string variable containing an email address of the signer or reviewer. The link to the document is sent to the specified email address.

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

  5. 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).
  6. 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.
  7. Click Save.