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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, you can enable digital signatures for contract documents. There are various providers available for digital signing. Select the appropriate provider from the modules. Enable digital signatures in the configuration interface.

This is how it works 

  1. Select Enable signatures.

  2. Select a signature module. The following modules are currently available for signatures:

    • amxSIGN 

    • DocuSign

If you enable DocuSign, proceed as follows:

  1. Enter the DocuSign account ID. Further information: Determining the account ID of DocuSign

  2. Under Edit task name, enter the task name for DocuSign. You can use wildcards. ${item.internalFieldName} defines the text field that will be carried over from the list item. You can only use single-line text fields.

  3. Activate demo mode to test the signature module. For the demo mode you need a DocuSign demo account.

  4. Use Storage of the signature protocol to control whether the signature protocol should be saved in the contract file.

  5. Save the configuration.

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.