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Digital Signatures, E-Sign, need for certificates?

  • February 29, 2024
  • 8 replies
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P
Hero (Employee)
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I watched the you tube video and studied what I think is the extend of the information in our help documentation.  In the old days, we needed to have a certificate registered for the person who is doing the signing.  I don’t see references to needing a certificate in the help documents but I do see a Signing Certificates section within the Solution Manager.  Is that what I’m thinking about?

How does all the work?  Do I need to have a person who is signing a document have to be registered as having a signing certificate.  How about for Internal vs External Users?

Is there a place when I can see the whole story behind the use and setup of this functionality?

 

Patrick

Best answer by Mathias Dahl

I suspect Patrick is asking about the new Esign feature in Docman, I think we name it Electronic Signatures. It doesn't require any setup at all. A customer just need to buy it (transactions, really) and they should be good to go. This new solution DOES NOT require certificates in IFS. Adobe are the ones that has the certificates, at least the way we have integrated with them.

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Patrick
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Amila Samarasinghe
Superhero (Partner)
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Hi @PIreland 

You need to upload the user’s certificate in the “Keystores” window and the help documentation should be able to help you on setting up the custom events and other set up

Digital Signatures - Technical Documentation For IFS Cloud

You may want to read below thread as well as it explains a current limitation where signing will only be done with IFSCONNECT user and possible workaround for it

21R2: DOCMAN Digital Signature is not working | IFS Community

Thanks

Amila S. - https://www.linkedin.com/in/amila-samarasinghe-b3285974/
Mathias Dahl
Superhero (Employee)
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  • Mathias Dahl
  • Superhero (Employee)
  • 2883 replies
  • Answer
  • March 1, 2024

I suspect Patrick is asking about the new Esign feature in Docman, I think we name it Electronic Signatures. It doesn't require any setup at all. A customer just need to buy it (transactions, really) and they should be good to go. This new solution DOES NOT require certificates in IFS. Adobe are the ones that has the certificates, at least the way we have integrated with them.

/Mathias
Mayura Wasantha
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  • Mayura Wasantha
    Mayura Wasantha
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Hero (Employee)
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  • PIreland
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  • Hero (Employee)
  • 126 replies
  • March 1, 2024

So, when I get a notification that I need to sign a document, Adobe will open.  At least that’s what the video shows.  Does that mean that ANY user to whom I send the request for signaturewill be able to sign or do they need to have something setup on the Adobe App on their machine for this purpose?  Is there an application needed on the signers computer?

Etc. Etc. Etc.

Patrick

Patrick
Mathias Dahl
Superhero (Employee)
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  • Mathias Dahl
  • Superhero (Employee)
  • 2883 replies
  • March 1, 2024

@PIreland 

No setup is needed, for any participant. It's all driven via e-mail and the signing happens via the web browser, on Adobe's site.

/Mathias
Mathias Dahl
Superhero (Employee)
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  • Mathias Dahl
  • Superhero (Employee)
  • 2883 replies
  • March 1, 2024

What you see in the video (if it's the video I think it is) is all you need to know.

For now it's only available in Cloud deployment (not Remote/On Premise).

/Mathias
C
Sidekick (Partner)
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  • cabafr
  • Sidekick (Partner)
  • 13 replies
  • July 26, 2024

Hi,

And for the customers that are on Premise/Remote installation, is the former functionality as described by @Amila Samarasinghe  still available?

Regards

Mathias Dahl
Superhero (Employee)
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  • Mathias Dahl
  • Superhero (Employee)
  • 2883 replies
  • July 31, 2024
cabafr wrote:

Hi,

And for the customers that are on Premise/Remote installation, is the former functionality as described by @Amila Samarasinghe  still available?

Available, yes! Working? Not very much...

It's severely limited, and you can get more details from the link that Amila shared. It can be used in some limited scenarios where per-user certs are not needed.

The two solutions are also very different. One is about interactive document signing, and you get links by e-mail taking you to the site where you can sign. The other case if for automatically signing documents in the background, when something triggers the process. I would not replace one with the other. If you think one can replace the other, you might have misunderstood one or the other solution.

 

/Mathias
C
Sidekick (Partner)
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  • cabafr
  • Sidekick (Partner)
  • 13 replies
  • November 15, 2024
Mathias Dahl wrote:
cabafr wrote:

Hi,

And for the customers that are on Premise/Remote installation, is the former functionality as described by @Amila Samarasinghe  still available?

Available, yes! Working? Not very much...

It's severely limited, and you can get more details from the link that Amila shared. It can be used in some limited scenarios where per-user certs are not needed.

The two solutions are also very different. One is about interactive document signing, and you get links by e-mail taking you to the site where you can sign. The other case if for automatically signing documents in the background, when something triggers the process. I would not replace one with the other. If you think one can replace the other, you might have misunderstood one or the other solution.

 

Thanks Mathias for your answer.

Mathias Dahl
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  • Mathias Dahl
    Mathias Dahl

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