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Navigate to the E-Signatures application.
Find and click on the E-Sign Accounts menu item.
Click on the create button.
You will be greeted by the following screen. Note that all highlighted fields are required.
Select the appropriate Provider. If they require additional fields, the form view will be populated with them. The screenshot illustrates what Eversign’s form view looks like as an example.
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Note that the application requires the appropriate connector modules to be installed for the provider you want to use. |
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Creating e-sign documents
1. Navigate to the E-Sign Documents menu item.
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2. Click on the Create button.
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3. Select a provider account you have set up.
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E-sign documents are provider-specific, i.e. you can not use the document configured for one provider on another. |
4. Select the model that the document should be applied on. At the moment, you can choose between a Lead or a Loan.
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5. Select the report type to link to this document. ODT Template refers to uploading your own .odt file and specifying the fields that are defined within it. This is the option you should generally choose. Pre-defined QWeb Template refers to an existing report template and can be used for testing purposes.
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Here, you should define the max amount of signers. Generally, this is the amount of signers you will need to sign the document. Some providers (such as Eversign) will allow you to submit less signers than indicated by the hidden tags.
If you’ve selected Pre-defined QWeb Template, you will need to select an ir.actions.report pre-configured report. You will not be able to define the hidden fields.
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7. (Continued from selecting ODT Template) Click on the Add Field button to start defining fields.
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The following options are available:
Signer No - the nth signer who needs to sign this field.
Type - the field type, which is dependent on provider
Required - whether or not the signer should be forced to fill in this field
Field Height & Field Width - the field’s size (in pixels)
When selecting the field type as Text, the following extra fields will become available:
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Placeholder - hint text that will be removed as soon as the user starts typing
Pre-Filled Value - text to pre-fill (i.e. the signer will have to delete the text if they want to replace it)
Validation to Apply - applies letters only, numbers only or email validation to the field, as selected
Once you’ve finished setting up the field, click on Create and it will be added to the list along with its hidden field definition:
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Some events might trigger multiple times per actual event. This needs to be accounted for in your server action. |
Event Notifications - which of the signature request events should send out a push notification to the TaskFlow web interface.
10. Save your changes by clicking on the Save button. In order to use this document, it must be in an active state first. To do this, simply click on the activate button.
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Documents can be in 3 different states:
Draft - Document still in the process of being set up, not available for use.
Active - Document fully configured, available for use in signature requests.
Disabled - Document archived and not meant to be used at all. It can be sent back to draft and activated again.
Submitting signature requests
1. Select the Action dropdown on a Lead or Loan and find the e-signature option.
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2. You will be greeted by this form. Select a provider and a document you’ve configured. There are two place where you can add participants:
Signers - The individuals who need to sign the document. You can either select a partner or simple type in their name and email. The Type field is used to indicate whether or not the signer is required.
Recipients - Partners who will receive event notifications and emails whenever events occur. They can be signers as well, but do not need to sign the documents by default.
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The signature request’s creator will be a recipient by default. They will also receive TaskFlow notifications and emails from the provider when an event has occurred. |
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3. Once you are done configuring the signature request, click on the Send button to submit it. The system will now navigate you to the created signature request instance.
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Here, you can view the e-sign document again, go back to the lead, see the signers and recipients and view the events that has occurred on this signature request. Note that all events will be received from the chat application as well as through event popups in the upper right-hand corner.
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You are able to cancel the signature request by clicking on the Cancel Signature Request button. Note that you can only cancel up until someone has signed the document, at which point the button will disappear.
Once everyone has signed the signature request, it will go into the Pending Download stage. From here, an automated server action will download the signed document from the provider. Once it has been downloaded, recipients (and the signature request’s creator) will receive a notification.
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Recipients can click on the signature request’s name in the chat application to navigate back to the signature request instance. Once the document has been downloaded, it can be viewed here:
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Click on this link to download the completed file to your system:
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Signature request events
Created - Signature request/document successfully created on the Provider’s side.
Sent - The signature request has been sent to signers and recipients have been notified.
Viewed - A signer has viewed the document.
Signed - A signer has signed the document.
Pending Download - All signers have signed the document and the final document will be downloaded from the provider.
Done - All signers have signed and the finished document has been downloaded.
Declined - One of the signers has declined signing the document.
Failed - Due to a signer declining, not being reachable or some other reason, signing of the document has failed in its entirety.
Cancelled - Signature request cancelled by requestee.