eSign

FORUM POSTS AND DISCUSSIONS | Previously known as Nintex AssureSign

  • 25 Topics
  • 22 Replies

25 Topics

M
Marc_WenningNintex Employee
posted in eSign

Nintex eSign Jotblock Character Limits

In this blog I am going to go through how to set a character limit for a text jotblock in Nintex eSign.  By limiting the amount if text you allow the user to input into the jotblock you can assure that when the document is generated after signing all the text that the signer input into that jotblock will be visible in the document.Let take a look at how to configure this.  Open up the template in Nintex eSign you wish to configure this for, find the jotblock and open up the settings for that jotblock by clicking on the gear icon. After opening the settings window, click on the display tab and then under the validators dropdown select custom.    Now we need to enter the regular expression that will be used to set the character limit in the jotblock and the validation message when that limit is reached.  In this example the regular expression that is being applied will limit the characters in the jotblock to 10 or less.  When that limit is reached the user will receive the validation mes

0
M
2 hours ago
M
McHoltyNovice
asked in eSign

Webhooks sending blank documents

I have a webhook that is called upon Envelop Completion.  This webhook simply calls an endpoint on a service that I am hosting.  I am successfully receiving the calls but the base64 coming from the Binary Data fields ([Completed Document], [Original Document], etc) are always blank.If I manually test the webhook then I successfully receive a generic AssureSign document (yeah!).  But I am unable to figure out why this does not work on completed envelops and their signed documents are not transferring.Does anyone have any ideas or suggestions?

0
M
1 day ago
A
anuj.mehraRookie
asked in eSign

Spliting colomn on quote

I need the ability to split section on a quote into multiple docs. Would anyone know if this can be done? When creating a document via Salesforce?

0
A
26 days ago
M
MarcopoloRookie
asked in eSign

Configuration of AssureSign and Salesforce to authorise a profile member

Hello,I’m facing a problem with custom settings and API user for the sending of emails from AssureSign.I use these settings :In the AssureSign Configuration :   On AssureSign, the API users are created :   The Custom Settings, in Salesforce, are set this way. There is my own user account, the System Administrator and the Commercial Profiles.   The “system administrator” profile field “AssureSign_Context_User” is empty.The “commercial” profile field “AssureSign_Context_User” is the email address of the Integration User. My User’s field “AssureSign_Context_user” is the email address of the Integration User.With my account which has an Admin profile, when I try to send the document to AssureSign, it works.With a standard “commercial” account, when clicking on the “Send to AssureSign” button, I get this error :The error says: “An error has occurred. (InternalError)Include this Error Id if you contact support: e2e731b0-b6fc-461e-bfa0-55e9b67ccc2” Can you help ?Best RegardsMarc

0
M
1 month ago
D
dhirender1980Rookie
asked in eSign

Date format isste

we tried the below code on the dynamic jotblock {{!##{Name:"SignerDate",SignatoryEmail:“Signer1”,InputType:“signatory”,SignatoryInputType:“Prefill”,ValidationType:“DateDDMMYYYY_CurrentDatePrefill”,FontName:“TimesNewRoman”,FontSize:“Twelve”,FieldType:“Typed”,Height:“0.025”,Width:“0.25”}##!}}this is working fine. Whenever we change the date format “MMDDYYY” its failed. {{!##{Name:"SignerDate",SignatoryEmail:“Signer1”,InputType:“signatory”,SignatoryInputType:“Prefill”,ValidationType:“DateMMDDYYYY_CurrentDatePrefill”,FontName:“TimesNewRoman”,FontSize:“Twelve”,FieldType:“Typed”,Height:“0.025”,Width:“0.25”}##!}} Did anyone face the same issue?

1
SimonMuntz
2 months ago
S
Sawshar9Novice
asked in eSign

Is there a way to see a signed document using assureSign's API?

Hello Everyone,We have a usecase where after a user signs a nintex document, we send an email with a document link that the user can click on to view the signed document. Is there any api available in assureSign that could provide a link to the signed document?I attempted to utilise envelope/envelopeId/signingLinks, but it appears that after the document is signed, the signing url cannot be obtained again.Error Message :{"details": "The specified envelope 'xxxxxxxxxxx' was previously completed so signing is no longer available.","messageType": "error"}

2
MillaZ
2 months ago
C
Carol LRookie
asked in eSign

KBA failed by spouse

Hi, how do I resend for signature if the taxpayer passed the KBA and the Souse did not?

0
C
4 months ago
P
PMayoHarrisRookie
asked in eSign

AssureSign compatibility with on-premise Dynamics 9.x Unified Interface

We have a legacy on-premise AssureSign Server installation.  We are using the 2.0.0.24 version of the AssureSign solution for CRM installed on a CRM 9.1.7 on-premise server.  I am in the process of converting from Web Classic forms to the Unified Interface and was hoping to find information regarding compatibility and any known issues with that version running on Unified Client Interface (UCI). Any related information would be most appreciated! 

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P
4 months ago
J
jdavisRookie
asked in eSign

DocGen Conditional Recipients / Signatures

The number of recipients needed for esign varies from document to document.  I am using rows to represent the recipient(s) and they populate as expected.  Issue I have is that the eSign tag, {{_es_signer_1__signature}}, doesn’t coincide with the recipient if I have more than 3.  Adding only Signer _1 and Signer_2 results in signer 2 being prompted to sign for the 3rd recipient.  Adding Signer _3 and _4, as shown on the attached, repeats the signature for each recipient.I am looking to have the proper signature line show up IF I have a 3rd (or 4th, or 5th) recipient. Thanks for any help.

1
C
5 months ago
I
itstriolinkRookie
asked in eSign

Problems submitting ad-hoc envelopes via API

I am trying to successfully submit an envelope via the API and correctly add webhooks that ping my service for any sort of updates.Problems I am having:Not sure if I should use webhookNotifications or adhocWebHooks Documentation & Schema for adhocWebHooks missing in the AssureSign API docs, I am shooting in the dark by trying properties and hoping one will match I want a workflow where I can send emails to multiple singers and they can sign in parallel, however, I want to receive a webhook notification every time one of the signers signs, including their name, email and any arbitrary value I want to put for reference purposes (where can I get these values?) What is step index? The order that I create steps on? I’ve been trying all day to properly set up a REST call to the AS API for setting up my workflow but it seems possible. Any help is appreciated. This is one of the errors I receive, the model isn’t specified anywhere in the documentation. 

1
I
6 months ago
J
Josie6574Novice
asked in eSign

Two person as signers on the same documents

Does Nintex allowed 2 signers on the same documents? If so, how to go about it?

0
J
6 months ago
G
GregFuryNovice
asked in eSign

Can more statuses be sent to salesforce?

I would like to send statuses to salesforce when a form has been Expired, canceled, completed, declined etc. not just Open/ complete. 

0
G
6 months ago
Millie
MillieNintex Employee
asked in eSign

Same JotBlock Response, Multiple Times

Hi - I'm curious about using AssureSign Simple Setup Templates in the following scenario.I have a template that is essentially a contract.  The signer needs to enter some personal information, then sign.  The contract is fairly lengthy and the signer will need to enter the same information in a few different places.  For example - they need to complete a JotBlock that includes their name, another JotBlock that includes their address, and then once again, later in the contract, complete additional JotBlocks with their Name, and Address.Is it possible to configure the second JotBlock set to basically pull responses from the first JotBlock set?I am aware of the ability to Pre-Fill signer info, but the sender will not know the responses ahead of time. Thanks!

2
P
7 months ago
P
phoebesyRookie
asked in eSign

How do I forward an assuresign document if I do not know the recipient's email upon sending out the envelope?

At the time of sending out the envelope, we do not know what the email address of one of the recipients (Recipient B) would be as another recipient (Recipient A) would have to forward it to that entity. How would that work? If we assign Recipient B's fields to Recipient A, can Recipient A simply forward that document to B to sign?

0
P
7 months ago
N
ndvarpeNovice
posted in eSign

Customize Signature Jotblock which is prefilled with first name and last name.

We are using AssureSign as eSign provider for documents. We embed a jotblock inside document and submit this document to AssureSign using WCF. While signing this document and choosing to type the signature, text box is pre filled with First name and last name. Is there any way we can have this field as blank? Please check attachment for more details.

5
N
9 months ago
J
jennajentgesRookie
posted in eSign

How To Move Account Under Sub-Account

In Nintex AssureSign, how can I move an already existing Account underneath another Account? I only see a way to create new Sub-Accounts within an Account. I am not finding a way to change an existing Account to be a Sub-Account. Is this possible?   For example, say these 3 accounts currently exist at the same level:   Account A   Account B   Account C   How do I move Account C to be a Sub-Account of Account A, so the structure would look like this instead:   Account A       Account C   Account B

1
J
9 months ago
S
ShawnL
posted in eSign

Does AssureSign support Certificate based signatures?

We are looking at options for digitally signing Nintex forms.  Our digital signatures are certificate based.  Will AssureSign support those?

0
S
11 months ago
M
manishsingh18
asked in eSign

AssureSign Post-Installation Wizard Problem

After Signing in, in the next step for choosing the Environment, I'm getting this. No back or next button is coming. How to resolve this issue?? 

2
M
1 year ago
T
thys_fourie
asked in eSign

Nintex AssureSign: Embedded tags in PDF document.

If you generate a PDF with embedded tags, will AssureSign detect them, or is it only applicable to word, excel / powerpoint?

2
butlerj
1 year ago
A
anushkanandy
posted in eSign

Getting error while setting up Nintex assureSign in Dev Org

I'm getting an error after signing in in the AssureSign post installation wizard. How can I proceed from here? 

1
J
1 year ago
I
Ime
posted in eSign

Jetblock format MM/DD/YYYY

Hello, I have a template with a jetblock date format MM/DD/YYYY However sometimes when user is signing (on the phone), the year has only 2 digits YY Has somebody seen this before? is there a phone setting changing it or so?   Thank you  

0
I
1 year ago
Millie
MillieNintex Employee
asked in eSign

Features of AssureSign

Hi there!Can you answer some questions for me:1)What types of documents AssureSign does support?2)Has it autoremainders and autoexpiration?3)How AssureSign does make document storage and where?4)Has AssureSign a mobile application and something like chat support?Thanks a lot!

1
butlerj
1 year ago
C
CaseyFiorenza
asked in eSign

Group signers / Bulk sending for signature

Apologies if I've missed it in the documentation.  Is there a way to create group signers? So for example if one signature can be provided by one of three people, and it doesn't matter who, is that possible?  

1
AndreaSchwartz
1 year ago
A
agoulas
asked in eSign

AssureSign - Product Roadmap ?

Hi AllLooking for any information relating to AssureSign and its product development roadmap. I have come across the Nintex product roadmap but doesn't have AssureSign listed..Need this information for a tender response due COB friday 14th 2022. Thanks Alex   

1
T
1 year ago
MillaZ
MillaZCommunity Manager
asked in eSign

Email Failure Details: 450 4.2.2 : User Is Overquota

I've received email notifications for a few AssureSign Email Delivery Failed envelopes. I'm trying to understand what "450 4.2.2 : user is overquota" means for the Failure Details.What does over quota mean?

1
MillaZ
1 year ago

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