eSign support is enabled, on request, by HighQ support. However, if you want to use your own Client ID (Integrator key), it can be done by following these instructions.
Authorising an eSign service
When HighQ support have configured the eSign service you must then authorise the service using your own eSign account credentials.
Authorisation
If a service is authorised, you can send a document for signing on behalf of the system account. If a service is NOT authorised, a user can still send a document but must have their own eSigning service account.
To authorise a service, click More actions > Authorise:
Enter your credentials to authorise the service.
Use More Actions to Revoke authorisation or Remove third-party services:
As of January 2024, select Enable webhook supported features from the More actions menu for Adobe Acrobat Sign to allow enhanced features for Adobe Acrobat Sign, such as multiple signature fields that can be placed in any location in a document.
Site-level administration
Once enabled and configured, the services are set as default at the system level, and therefore as default at the site level. This can be overridden by changing the drop-down menu to either ON or OFF in Admin > Files > Third Party Services:
As of November 2022, you can define which DocuSign screen is opened when a user selects Send to DocuSign from the Files module.
Click the Default landing page menu to select either DocuSign tagging interface or File upload page.
DocuSign tagging interface:
File upload page:
See eSign (Electronic signature with DocuSign) for more information.
Click Save to save your changes.
Enabling an eSign service
Normally this configuration is completed by HighQ support. However, if you want to use your own Client ID (Integrator key), it can be done by following these instructions.
It is highly recommend that you get in touch with HighQ support before continuing.
System-level administration
System administrators can enable the integration with electronic signature providers via System Admin > System Settings > Third Party Services:
To enable one of the services, click Add. The Add Service screen is displayed:
Select the service you wish to add then click Add.
After adding a service click More Actions > Configure:
The configuration screen for the selected service is displayed:
You must enter the Client ID and Client secret key from your eSign service account. See links for instructions below:
After entering these details, the following screen is displayed:
Click Accept to accept the permission request.
After the test is successful and the token is generated, click Save. The service is now configured and available in the list of third-party services.
The system administrator can choose whether the services are enabled by default in every site or can disable them:
If a service is disabled at system level, it will NOT be available at site level.
