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Scrive |
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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:
Therefore™ 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 |
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:
Therefore™ 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'. |
