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Send for Signing Configuration

 

The following fields are available for Scrive if a new party is added in the 'Send for Signing Configuration' dialog. Access this dialog here:

Thereforeā„¢ Solution Designer > Workflow > create or open a workflow process > create or open a 'Send for Signing' task > click 'Edit'

 

Setting

Mandatory

Type

Description

Name

Yes

String

The added party's name

E-mail

Yes

String

The added party's e-mail address

Phone

No

String

The added party's phone number

Company

No

String

The added party's company name. This information is added to the visual representation of the signature on the signed document.

Company Number

No

String

The added party's company registration number or VAT number. This information is added to the visual representation of the signature on the signed document.

Personal number

No

String

The added party's eID number

Hide personal number

No

String

If selected, the value in 'Personal number' will be hidden when displayed

Signing Order

No

Number

Specify the added party's place in the routing order. This is relevant if more than one person needs to interact with the document.

Role

Yes

String

Select the added party's role from the drop-down menu. You can add them as 'Reviewer', 'Signing Party', or 'Viewer'.

Invitation through

No

String

Select from 'API link',  'Email', 'Email and SMS', 'SMS', or 'In-person meeting'. If the method 'API link' is selected Scrive creates a link that allows the added party to access and sign the document.

Authentication to view

No

String

The added party has to authenticate against an authority of your choosing in order to view the document. Set the authentication method by selecting it from the drop-down menu (e.g., BankID (Sweden)).

Authentication to sign

No

String

The added party has to authenticate against an authority of your choosing in order to sign the document. Set the authentication method by selecting it from the drop-down menu (e.g., BankID (Sweden)).

Authentication to view archived

No

String

The added party has to authenticate against an authority of your choosing in order to view the document after it has been signed. Set the authentication method by selecting it from the drop-down menu (e.g., BankID (Sweden)).

Confirmation

No

String

The method for sending confirmation. The options are Email with attachment, Email with link, Email with link and SMS, Email with attachment and SMS, SMS, and None.

Allow forwarding

No

String

Allow the added party to forward the document to an authorized signing party. For example, add office[at]company.com and allow forwarding to enable the staff to send the document to the correct staff member.

Attachment 1

No

String

Select an attachment to be sent to the added party. Send attachments if you wish to include additional files that don't have to be signed.

Name attachment 1

No

String

Name the attachment

Describe attachment 1

No

String

Describe the attachment

Attachment 2

No

String

Select an attachment to be sent to the added party

Name Attachment 2

No

String

Name the attachment

Describe Attachment 2

No

String

Describe the attachment

Attachment 3

No

String

Select an attachment to be sent to the added party

Name Attachment 3

No

String

Name the attachment

Describe Attachment 3

No

String

Describe the attachment

 
Send for Signing Configuration: Additional Settings

 

The following fields are available for Scrive in the 'Advanced Settings' dialog. Access this dialog here:

Thereforeā„¢ Solution Designer > Workflow > create or open a workflow process > create or open a 'Send for Signing' task > click 'Edit' > click 'Advanced Settings'.

 

Setting

Mandatory

Type

Description

Language

No

String

Select from a list of supported languages.

Role

No

String

The role of the user sending out the signing request. Choose 'Signing Party' or 'Viewer'.

Invitation Message

No

String

Enter a message to be sent out to the recipients

Confirmation Message

No

String

Specify a confirmation message that the recipient receives once they have signed

Signing deadline (days)

No

Number

Set an expiration date for the signing request

Send a reminder (days)

No

Number

Specify after how many days that a reminder should be sent to the signing party

User Group ID

No

String

Contact Scrive to get a User Group ID

Send on Behalf of User

No

String

Send a request on behalf of a specific user within the group (using an e-mail address that is a member of the group)

Push Notifications

No

String

Set to 'True' to enable push notifications for Scrive

Upload Mode

No

String

Specify which file(s) should be signed if more than one file is uploaded. The other files will be treated as attachments. By default, only the first file is sent for signing.

Review of attachments required

No

String

If this field is set to 'True' the signer needs to check all attachments before signing. The default setting is 'False'.

Add Attachments to the sealed file

No

String

If this field is set to 'True' the attachments are digitally signed and added to the downloaded document. The default setting is 'False'.

 

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