...
Request signatures
A user is offered the object action ‘Request signature’ ('Signatur anfordern') if
...
the signing capability is activated
...
the relevant object type is derived from the signing abstract object type
...
Signature’ in the menu when
the document file is of type PDF
the document type was intended for signing
the right to edit is given
the document is editable (e.g. not finalized, no signing was requested beforenot yet signed, etc.)
Activating When activating this action, the user is asked prompted to enter the names of one or more signers as well as its email addresses and a subject that describes following data:
A subject that is used in the email to the signers indicates the reason for signing.
After finishing the signing request the Signing-Service is fetching the document file and transfers it to the Docusign platform. The status information is written back to the object as new attributes. An audit entry is written to the object history. A symbol in the object headers is indicating this status.
The signing progress
Once the signing process was started by the Signing-Service the service is polling the Docusign platform every 15 minutes or more as configured. Docusign is sending an email to the next signer. After a signing the status information of the object is updated. After the last signer has finished the process is closed and a symbol in the object details header is indicating this status.At least 5 characters must be entered. Up to 100 characters are possible.
The list of signers with their names and email address.
Todo: describe the signing order.
After completing the signature request, the document file is transferred to the configured signing platform.
History/Audit
The request for signatures and the creation of a new version with the signed file can be seen in the history with a corresponding note on the change to the object.
...
It is checked regularly whether anything has changed in the signature process on the signing platform. In the event of a change, the new status information is visible on the object.
...
The following statuses are possible:
Value | Description |
|---|---|
requested | The signatures have benn requested but the document file is not yet handed over to the signing platform. During processing the action ‘Request signature’ is removed and ‘Cancel signing process’ is offered. |
signed | A signer has signed the document file. If all signers have signed the document files is completely signed and the file is fetched from the signing service and added as new version to the document. |
revised | A signer has revised the signing and gave a reason. |
expired | The current signer did not sign within the time that is configured on the signing platform. |
cancelled | A user had cancelled the signing process. |
Error | In the case of an error during the signing process, the reason is documented here. |
in process | The document file was handed over to the signing platform and the specified signers have to sign. |
Search for documents to be signed and signed documents
...