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)
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 | Allows you to select which third-party digital signature application to use. |
Override Sequence | If the field is set to On, 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 | Allows you to select the Email Template to be generated and sent by this Step. |
Signatories | Allows you to add signatories by 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 | Allows you to select documents to be signed from a Container or a Step Export Parameter. |
External Signatories Sequence | Allows you to define the sequence of the signatories. This will only take effect when Override Sequence in the Step Properties tab is enabled. |
Output Parameters
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.
Step Delay
The Step Delay tab allows you to set a specific time for the Step to execute.
Step Validity
The Step Validity tab allows you to set until when the Step is available, and define the actions to be executed afterwards.