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Tutorials > Solution Designer > Integrations > eSignatures

Configuring an eSignature task into a workflow

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1.Right-click on the eSignature node in the Thereforeā„¢ Solution Designer and select the provider's credentials to configure.

SD_T_Workflow_eSigConfig_001b

2.In the eSignature provider dialog, enter all the necessary details.

SD_T_Workflow_eSigConfig_001

Info

Note:

The Thereforeā„¢ eSignature service URL is dependent on where the Thereforeā„¢ Server has been installed.

The Therefore eSignature service URL will be set automatically (as this is managed by Thereforeā„¢ in Thereforeā„¢ Online).

The API key can usually be found within the respective account of eSignature provider's website after logging in.

 

3.Under Workflows, include a 'Send for Signing' task to the workflow under the Automatic tasks list. Then configure the details.

SD_T_Workflow_eSigConfig_003c

Info

Note:

Templates can be configured within an account of an eSignature provider's website.

 

4.Return to the Thereforeā„¢ Solution Designer, right-click Indexing Profiles (under Design) and select New Signed Document Profile from the context menu.

SD_T_Workflow_eSigConfig_009

5.In the Signed Document Indexing Profile dialog, assign the necessary category to the profile, and then set the Assignments to the respective Category Fields.

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6.Return to the Thereforeā„¢ Solution Designer, right-click Signature Monitoring (under Integrations) and then select New from the context menu.

SD_T_Workflow_eSigConfig_010

7.In the Signature Monitoring dialog, select the eSignature provider and click the 'Add' button to raise a Job dialog where Contexts can be added to Indexing Profiles.

SD_T_Workflow_eSigConfig_005

8.When a 'Send for Signing' task has been included into a workflow, the Signatory information of the specific eSignature provider can be included in the Signatory field:

sd_t_workflow_esigconfig_010a

9.The Additional Settings can then be entered in the Additional Settings dialog.

 

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For more details about configuring each signature provider please see our reference page:

Reference - Send for Signing