Configuring an eSignature task into a workflow

Workflows can automatically send documents for signing, provided that the user has a license with one of the eSignatureproviders in the following page:
Feature Availability by eSignature Provider

This tutorial will cover the necessary steps before a 'Send for Signing' task is ready to work.

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

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

    Note:

    The Therefore™ eSignature service URL is dependent on where the Therefore™ Server has been installed.
    The Therefore eSignature service URL will be set automatically (as this is managed by Therefore™ in Therefore™ 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.

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

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

  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.

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

  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.

  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:

  9. Any further configuration such as the language, invitation message, signing deadline and when to send a reminder can be done by accessing the 'Additional Settings' dialog.

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

Therefore™ eSignatures