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