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23R2 E-Sign Integration


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  • Do Gooder (Partner)
  • 13 replies

Hi All,

I couldn’t find any documentation explaining this great new addition with 23R2. There are a couple of slides in “IFS Cloud 23R2 - Whats New in Asset Management,” which I have added below.

But that doesn’t explain the process flow or the integration.

I found two community posts that also only provide very little info.

IFS integration for Document Signing | IFS Community

IFS Cloud 23R2 - new component IFSAPP Docman ESign | IFS Community

Can someone provide some tips or direct me to the relevant documentation link to make this E-Sign functionality work?

Thank you.

Best answer by Mathias Dahl

The documentation should be a good start:

https://docs.ifs.com/ifsclouddocs/23r2/ProcessModels/Process_Model/13.7.3.12.htm?StandAlone=true

Follow the links from the activities there to see the details.

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12 replies

Asitha Rajapaksha
Hero (Employee)
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Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2857 replies
  • Answer
  • February 15, 2024

The documentation should be a good start:

https://docs.ifs.com/ifsclouddocs/23r2/ProcessModels/Process_Model/13.7.3.12.htm?StandAlone=true

Follow the links from the activities there to see the details.


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  • Author
  • Do Gooder (Partner)
  • 13 replies
  • February 15, 2024

Thanks @Mathias Dahl - Will give it a go. 

Cheers


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2857 replies
  • February 15, 2024

By the way, you asked about how to get it to work. Very little is needed, actually, once a customer has bought it. Actually, there is no setup needed at all, apart from setting up Docman as usual (document classes, repositories, etc.)

One important thing to mention though is that we don't support the Esign functionality in Remote Deployment in this release. We want to enable it for Remote as well at later time, but when is not decided yet.

I'm demo environments, you should be able to ask IFS IT department to enable it via a case.


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  • Author
  • Do Gooder (Partner)
  • 13 replies
  • February 22, 2024

@Mathias Dahl - Manged to get this working in a Partner Enablement Environment. Thanks for your help. 🍻

 


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2857 replies
  • February 22, 2024
KeFeUK wrote:

@Mathias Dahl - Manged to get this working in a Partner Enablement Environment. Thanks for your help. 

Perhaps, for the benefit of others, you can tell us what you did? 🙂 


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  • Hero (Employee)
  • 123 replies
  • February 19, 2025

Hello ​@Mathias Dahl 

This thread is a little old but I think it’s good to keep the content together.  I’m getting this highly informative error message, might you be able to give me a clue as to what the problem is?
 

 


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2857 replies
  • February 20, 2025
PIreland wrote:

Hello ​@Mathias Dahl 

This thread is a little old but I think it’s good to keep the content together.  I’m getting this highly informative error message, might you be able to give me a clue as to what the problem is?
 

 

I will make a guess once you told me the context 🙂 Which environment is this, to begin with? The more details, the better. On a high level it just said it could not send the document for signing.


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  • Hero (Employee)
  • 123 replies
  • February 20, 2025

This is a remote database, not hosted by IFS.  I imagine that this is the type of error message that pops up when you don’t have a hosted environment.

 


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2857 replies
  • February 20, 2025

Correct. The Esign solution doesn't yet support Remote deployments. It's a deliberate, therefore also known and documented restriction.

One could discuss whether it's wise to keep that command enabled in Remote deployment and it might seem like there is a simple answer, but it's quite nuanced... 🙂 

 


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  • Hero (Employee)
  • 123 replies
  • February 20, 2025

@Mathias Dahl   Thank you for your time on this.  I think the better solution would be to make it work for all type of installations or hook-up to DocuSign.  It seems that everyone wants to do things electronically.

 


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2857 replies
  • February 20, 2025

Indeed, and that's the plan. Aimed at 25R2, but we are not making any promises.

 


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