Using Document Templates Outside of HR

[gml35]

Hey everyone. I'm trying to get this Document Template signing working outside of HRSD. I've installed Document Templates and tied it to sc_task. When i go to that task there is basically no direction on how to sign from the record that meets the criterial of the participant.  Any guidance will be great.

[gml35]

I found a UI Action "Sign document" on the task table that has a condition that points to this script include: esign_task. Not sure why it's not meeting the condition... hmmmm

[-O-]

Have you tried the official guide: Using Document Templates: Generic use case ?

If yes, what did not work out?

[gml35]

I actually got this working with e-signature but it doesn't have the capabilities that Document Templates do like placing the signature block. Crazy question... any idea why there are two signing tools?!

[-O- · Accepted solution]

According to SN, the major difference is that e-Signature is NOT an embedded signature, while document template signing is.

Also e-Signature is SN signing only, while document templates support basically any signer, like SN, Adobe, DocuSign and many others.

With Document Template signing one starts with a (PDF) document where space is reserved for signing, it is submitted to the signing authority, the signing authority adds the signature as you sign it and returns the same PDF document with signature added for further processing (i.e. storing it as an attachment somewhere); sometimes the signing authority/broker also provides some proof of signing records and - of course - keeps a proof document for itself.