9,281
edits
DocuSign integration: Difference between revisions
Jump to navigation
Jump to search
→Signing reports
| Line 53: | Line 53: | ||
Reports are signed just like any other documents. When you start the eSignature command, the default number of signers equal to the number of Signature fields defined in the report template. | Reports are signed just like any other documents. When you start the eSignature command, the default number of signers equal to the number of Signature fields defined in the report template. | ||
The app tries to | The app tries to prefill signer fields automatically: | ||
* The app searches for entity fields containing the word " | * The app searches for entity fields containing the word "signer". If found, these are assigned to signature fields (alphabetically sorted). | ||
* If no such fields are found, the possible signers are the people who were the last to modify, own, or create the record. | * If no such fields are found, the possible signers are the people who were the last to modify, own, or create the record. | ||
In other words, if there are lookup fields on the Attachment entity pointing to User, Contact, or Account entity that contain the phrase “signer” in their name, Resco extracts and prefills the Name, Surname, and Email from the related record. If such lookups don’t exist, Resco tries to prefill the values from OwnerId, ModifiedBy, or CreatedBy. | In other words, if there are lookup fields on the Attachment entity pointing to User, Contact, or Account entity that contain the phrase “signer” in their name, Resco extracts and prefills the Name, Surname, and Email from the related record. If such lookups don’t exist, Resco tries to prefill the values from OwnerId, ModifiedBy, or CreatedBy. | ||
You can also change the | You can also change the prefilled signers if needed, remove them, or even add more signers, just like for any other PDF document. | ||
== Offline signing == | == Offline signing == | ||