When the General Settings have been set correctly, it is possible to let SSP 7 generate signed documents with your corporate DocuSign signature.
Any PDF document available within a workflow, can be signed by DocuSign. In the example below, a PDF document is generate by SSP 7, signed and sent by email.
|1.||Define a PDF Report within your process. For example:|
|2.||Include a step in your process of the type "Sign documents via DocuSign".|
|3.||Ignore all settings with respect to reminders, messaging and Escalation. Open the section with header "Sign documents via DocuSign settings"|
|4.||In the field labeled "Value", set a reference to the PDF document you want to have signed. For example:|
|5.||Open the section with header "Initial email" to compose the content of the email that should be sent.|
|6.||Now set who should receive the signed document(s) by going to the Actor Settings header.|