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Integrate TotalAgility with SignDoc

Use the following procedure to integrate TotalAgility Designer with SignDoc.

  1. Navigate to Integration > SignDoc.

    The SignDoc page appears.

  2. Click New.

    The New SignDoc configuration dialog box is displayed.

    If using SignDoc 1.2 and earlier, you can configure only one TotalAgility server per SignDoc server. If using SignDoc 1.3 or later, 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.

    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.
    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.

    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.

How to: Maintain SignDoc integration