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An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.
1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
2. Click “E-Sign Configurations” index page will open.
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:
4. Enter “Account Name”, “Client ID” and “Client Secret”
5. Enter “Service URL” and “Days Until Signing Deadline”.
6. Toggle the “Bio Pharma Account” switch as required.
7. Click “Save and Next”
8. In OAuth URL section, click “Generate URL”.
9. Copy the generated URL and send it to the administrator for the setup.
10. Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.
11. Click “Validate and Publish”
There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.
To Make a configuration as default
12. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
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