Edit Company (E-Signatures Tab)

The E-Signatures tab contains the following field and blocks:

The following provides details:

Default E-Signature Type

(Mandatory field) To select the default technology that provides an electronic signature solution for the company.

DocuSign

This block contains the following fields and options:

  • Url

    The API URL which the customer or Oracle attains after acquiring the license.

  • Account Id

    The ID for the DocuSign account

  • Client ID

    To enter the user identification needed to log on to Adobe Acrobat Sign.

  • Client Secret

    This field is needed to set up integration between the system and DocuSign.

  • Token

    This field is needed to set up integration between the system and DocuSign.

  • Status

    Inactive by default. When you click Active, the system tests the connection. If the connection is successful, then you will be able to lock the status as Active. If the connection is not successful, then you will be receiving pertinent messages, and the status will remain as Inactive. If you successfully change the Status as Active and then change any of the fields, the Status changes to Inactive, and you must select Active to run the test connection.

  • Generate Token
  • Test Connection

To establish a connection between the system and DocuSign:

  1. Click Generate Token. The system inspects the integrator key and the client secret and directs the end-user to DocuSign URL to enable them to log in to their Demo or Production DocuSign account.
  2. After the end-user logs in to their DocuSign account, the token will be generated automatically in the Token field.
  3. Click Test Connection to ensure that the connection has been made successfully. This option is available after you successfully entered in, and selected values for, all the fields. If the testing the connection fails, the system displays the error message: Integrator key / Client Secret / Token combination is not correct.
  4. Follow the prompts to complete the work.

Adobe Sign

This block contains the following fields and options:

  • Url

    The API URL which the customer or Oracle attains after acquiring the license.

  • Client ID

    To enter the user identification needed to log on to Adobe Acrobat Sign.

  • Client Secret

    This field is needed to set up integration between the system and Adobe Acrobat Sign.

  • Token

    This field is needed to set up integration between the system and Adobe Acrobat Sign.

  • Status

    Inactive by default. When you click Active, the system tests the connection. If the connection is successful, then you will be able to lock the status as Active. If the connection is not successful, then you will be receiving pertinent messages, and the status will remain as Inactive. If you successfully change the Status as Active and then change any of the fields, the Status changes to Inactive, and you must select Active to run the test connection.

  • Generate Token
  • Test Connection

To establish a connection between the system and Adobe Sign:

  1. Click Generate Token. The token will be generated automatically in the Token field.
  2. Click Test Connection to ensure that the connection has been made successfully. This option is available after you successfully entered in, and selected values for, all the fields.
  3. Follow the prompts.

OK

Click when you are finished.

Cancel

Click to exit the tab.

See Also

Access Company Details (Edit Company Window)

Edit Company (General Tab)

Edit Company (Address Tab)

Edit Company (Security Tab)

Edit Company (Contact Tab)

Edit Company (Outgoing E-mails Tab)


Last Published Tuesday, December 12, 2023