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This documentation serves to explain the application’s setup and features.
Contents
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Setup e-sign account
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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Some providers might require additional steps. Refer to the next section for these instructions. |
Additional account setup required
Eversign
The required fields for Eversign can be found on the API dashboard after you’ve registered a new app. The name of the fields on our side match the name of the fields on theirs.
If the environment is meant for testing, check the Sandbox Mode checkbox. This will ensure any documents sent are not legally binding.
After clicking Save, click on the Authenticate button. This will take you to Eversign’s interface for authorizing TaskFlow. Allow us authorization and you should be greeted by a message telling you “Successfully authenticated with Eversign.”
Creating e-sign documents
Navigate to the E-Sign Documents menu item.
Click on the Create button.
Select a provider account you have set up.
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