Open Documentation Menu

Enabling signatures

You have the possibility to use signature components.

The setup and activation of the currently available signature components is listed in the following chapters:

Activating a signature module

In the Signing area, specify whether you want to enable digital signatures for contract documents.

Activation takes place via the configuration interface.

There are various providers available for digital signing. Select the appropriate provider from the modules.

This is how it works

  1. Use the Enable signatures checkbox to control the availability of the signing function.

  2. Select the desired Signature module in the selection. Currently available modules for the signatures:

    • amxSIGN

    • DocuSign

    • Demo mode: Activate demo mode to test the signature module. For the demo mode you need a DocuSign demo account.

  3. If you select DocuSign, you also need to save the account ID.

  4. You can control the task name configuration via Customize the task name. Enter the name of the task you want to use with DocuSign.

    You can use placeholders:

    ${item.internalFieldName} specifies the field to be taken from the list item. Only single-line text fields are supported.

  5. Save the configuration.

Please refer to the chapter Determine the account ID of DocuSign.

Booking amxSIGN

amxSIGN for Office 365 is available to you as a signature component for contract management.

This component can be found in the d.velop store under Sign digitally.

Filter under Manufacturer for amexus information technology.

Booking DocuSign

The DocuSign interface is available as a signature component for contract management.

This component can be found in the d.velop store under Sign digitally.

Filter under Manufacturer for Paperless Solutions.

Please refer to the chapter Determine the account ID of DocuSign.

Determine the account ID of DocuSign

You can find the account ID to be entered in the administration area of your DocuSign account under API account ID.

Please note that appropriate permissions are required in DocuSign to view the API account ID.

This is how it works

  1. Open the Administration of DocuSign via https://admin.docusign.com/apps-and-keys.

  2. Navigate to Admin Dashboard > Settings > Apps and Keys.

  3. Copy the API account ID.

  4. Save the ID as Account ID, as described above in the chapter Activating signatures.