📄 Sign Document (3rd Party)

Sign Document (3rd Party)

The Sign Document (3rd Party) Step allows one or more approvers to sign a document. This is ideal for documents that needs to be routed to different signatories, or workflows that involves multiple people. The Step uses either Adobe Acrobat Sign or Docusign as the digital signature tool, depending on the configurations set in the Admin Tool.


Requirements

Make sure that Adobe Acrobat Sign and/or Docusign are configured in the Strato Admin Tool.


Functionality

  • Notify signatories when their signature is required through email
  • Integration with third-party digital signature applications, notably Adobe Acrobat Sign and Docusign
  • Add multiple signatories for document routing
  • Specify the order and sequence of signatories for document routing
  • Password protection for each signatory (Adobe Acrobat Sign only)
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Most properties and parameters can be mapped using the following options:

  • Static Values: This includes Static Text, Date/Time, and True/False. Values for these should be manually defined.
  • Container or Step Export Parameter: Select a Container or an Output Parameter from previous Steps as the value.
  • Datasource Field: Select a field from SuccessFactors to use as the value.


Step Properties

Name
The name of the Step as it appears in the Workflow Editor. By default, this is set as Sign Document (3rd Party).
Description
A short description of the Step. By default, this is set as "Step that handles digital signature."
Digital Signature Provider

Select which third-party digital signature application to use.

❌

If neither Adobe Acrobat Sign nor Docusign is configured, the parameter displays No enabled e-signature provider.

Override Sequence
If enabled, the sequence set in the External Signatories Sequence parameter in the Input Parameters tab is used instead of the one set in Signatories.
Email Template
Select the Email Template to be generated and sent by this Step.
Signatories

Add signatories using the Datasource Fields that contain the email addresses of the signatories. You can reorder the signatories by dragging the up-and-bottom arrow button.

Optionally, each signatory can have a customized Email Template and password protection.


Input Parameters

Catalog Key
The key ID used when running this Step.
Language
The language to be used when generating the email.
Documents to Sign
Select the documents to be signed.
External Signatories Sequence

Defines the sequence of the signatories. This will only take effect when Override Sequence in the Step Properties tab is enabled.

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Learn more about how to set up signature routing sequence.


Output Parameters

Output Parameters are the outputs produced by a Step, and can be used as variables for defining other Steps. Each Output Parameter contains the following information:

Parameter Name
The name of the Output Parameter.
Parameter Description
A short description of the Output Parameter. This is what appears when selecting values from a Container or Step Export Parameter.
Mandatory
If enabled, the Output Parameter will be set as required.


Error Handling

The Error Handling tab allows you to define the actions to be executed when an error occurs in this Step.

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Learn more about Error Handlers.


Step Delay

The Step Delay tab allows you to set a specific time for the Step to execute.

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Learn more about Scheduler.


Step Validity

The Step Validity tab allows you to set until when the Step is available, and define the actions to be executed afterwards.

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Learn more about Step Validity.

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Step Validity cannot determine which signatory is currently blocking the Step.


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