Open Documentation Menu

Enabling signatures

In the Signing area, you can activate the following signature components.

  • d.velop sign

  • DocuSign

Activating the d.velop sign signature components

You need a d.velop sign license to subscribe to the d.velop sign app in your d.velop cloud tenant. Once you have subscribed to the app, you can activate the d.velop sign signature components in the contract management configuration interface.

Subscribing to d.velop sign – This is how it works 

  1. Open https://my.d-velop.cloud/.

  2. Click Subscribe App.

  3. Go to d.velop sign integration for d.velop for M365 and select the app.

  4. Click on Subscribe now!.

  5. Select your cloud environment and click Next.

  6. Check your data and click Subscribe.

  7. On the d.velop documents start page, go to Configuration > Infrastructure and security > Login and click Trust Management.

  8. Open App Trusts and click “Add app”.

  9. Enter dvelop-m365signintegration and click Add.

 Activating the signature components – This is how it works

  1. Open the contract management configuration interface.

  2. Select Enable signatures.

  3. Select d.velop sign.

  4. Under Tenant domain, enter your domain in the following format: https://<tenant name>.d-velop.cloud.

  5. Optional: Under Edit envelope name, enter an envelope name. 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.

Note

Since the e-mail address is used for assignment to the user, users must use the same e-mail address for their user accounts in d.velop sign and Microsoft 365.

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 components – This is how it works

  1. Open the contract management configuration interface.

  2. Select Enable signatures.

  3. Select DocuSign.

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

  5. Optional: 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.

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

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

  8. Save the configuration.