› Workflow › Business processes › Design a basic process › Add an activity › Activity types › Kofax activities › SignDoc activity › Configure a SignDoc activity

Configure a SignDoc activity

Use the following procedure to configure a SignDoc activity in a process, case, and case fragment. This activity type is not supported in a business rule.

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Kofax > SignDoc.
  4. To add a SignDoc site to TotalAgility, on the Server list, select the SignDoc server.
  5. Optional. To specify a name for the signing package, on the Package name list, select a variable that holds the package name or specify a static value. (Default: Documents to be signed)

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

    • 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.

  6. Select either Template type.

    SignDoc(Default)

    Use this option to get all available templates within the selected SignDoc server.

    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 under the Recipients and Documents group respectively.

    2. In the Recipients group, configure each recipient:

      1. Select the recipient and click on the header. Alternatively, double-click the recipient.

      2. Specify the Email address where the documents to be signed or reviewed will be sent. This can be a string variable (containing an email address) or a static value.

      3. Optional. Specify Display name, that is, the recipient's name per job. This can be a string variable or a static value.

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

    3. In the Documents group, optionally, configure each document:

      1. Select the document and click on the header.

        The Signer fields dialog box is displayed.

      2. On the Input document list, select 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.

    Generated document

    Use this option to get all pre-configured document templates (Microsoft Word templates) available within the store.

    1. On the Template list, select the document template. All the recipients for the associated template are displayed under the Signers group.

    2. Select either option for the Signing order.

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

    3. On the Input document list, select a document variable that will contain the document to be signed at runtime.

    4. In the Signers group, configure each recipient:

      1. Select the signer and click on the header.

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

      3. Specify the Email address where the documents to be signed or reviewed will be sent. This can be a string variable (containing an email address) or a static value.

      4. Optional. Specify the Display name, that is, the recipient's name per job. This can be a string variable or a static value.

        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, Handwritten, or Sign with image.

      The "Sign with image" method is only available for SignDoc 2.2.0 and higher versions.

  7. In the Email group, configure the following properties:
    1. Email subject: Right-click on the rule editor to select a string variable, or enter an inline value. (Default: Inline value with the default text from SignDoc. You can change the text as required).
    2. Email body: Right-click on the rule editor to select a string variable or enter an inline value. (Default: Inline value with the default text from SignDoc. You can change the text as required).
  8. In the Return group, define the following parameters:
    1. Package ID: Select 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: Select a document variable that is updated to reference the final PDF containing all the signed documents.
    3. Package state: Select a string variable that is updated to contain the SignDoc package state once the package is completed or canceled at runtime.
  9. Save or release the process.