This article is written for administrators that want to support the users of the yuuvis RAD client to sign their PDF documents via Docusign.
Prerequisites
Signing-Service
Beginning with yuuvis RAD 9.4 a new Signing-Service is part of the Service Infrastructure. This service can be requested for signing the PDF-formated file of a given document via the Docusign platform.
Enabled Signing Capability
The Signing Capability has to be activated using the management studio.
Derive relevant object types from the signing abstract object type
Beginning with yuuvis RAD 9.0 it is possible to derive an object type from more than one abstract object type. Following this concept, we are offering a specific abstract object type that can be added to existing object types so that specific new signing features can be used.
Todo: add the yuuvis project with the abstract object type and its catalog
Todo: describe the abstract object type and its catalog
The use case
A users is offered the object action ‘Request signing’ ('Signieren anfordern') if
the signing capability is activated
the relevant object type is derived from the signing abstract object type
they own the edit permission for the relevant document
the document is editable (e.g. not finalized, no signing was requested before)
Activating this action the user is asked to enter the names of one or more signers as well as its email addresses, and a subject that describes the reason for signing.
After finishing the signing request the Signing-Service is fetching the document file and transfers it to the Docusign plattform. 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.
Canceling the request
During this process, users with edit permission can cancel the process.