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Enabling signatures

You can use the following signature components:

  • amxSign

  • DocuSign

Activating the signature component amxSIGN

You can subscribe to the signature component amxSIGN in the d.velop store. In the Sign digitally area under Manufacturer, filter for amexus information technology. After subscribing, you can activate the component.

This is how it works 

  1. Select Enable signatures.

  2. Select amxSign.

  3. Click Save.

Activating the signature component DocuSign

You can subscribe to the signature component DocuSign under the following link in the d.velop store. DocuSign in the d.velop store. Alternatively, you can find the component in the d.velop store, by filtering for Paperless Solutions in the Sign digitally area under Manufacturer. After subscribing, you must first determine your DocuSign account ID. You require the appropriate permissions in DocuSign to view the account ID. You can then activate the component.

Determining the account ID of DocuSign - This is how it works

  1. Open DocuSign administration under https://admin.docusign.com/apps-and-keys.

  2. Navigate to Admin Dashboard > Settings > Apps and Keys. The account ID is entered under API account ID.

  3. Copy the account ID to the clipboard.

Activating the signature component in the configuration interface - This is how it works 

  1. Select Enable signatures.

  2. Select DocuSign.

  3. Enter the previously determined account ID under Account ID.

  4. 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.

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

  6. Use Storage of the signature protocol to define whether the signature protocol is to be saved in the contract file.

  7. Save the configuration.