Navigation:  Signature > Electronic signature >

ClickSign

Previous  Top  Next

SE Document enables the use of ClickSign® to digitally sign the electronic files of documents. For the ClickSign® integration with SE Document to be successfully performed, it is first necessary to perform the following configurations:

 

1.Access the ClickSign portal and login with a user with API support.

 

2.On the side menu on the left side of the screen, click on the Configurations item.

 

3.On the screen that will be displayed, click on the API tab.

 

4.Then, click on the Generate token access button at the bottom of the "Access Token" section.

 

5.On the field that will be displayed, enter a description and click on Generate token access again.

 

6.At this point, the "API" tab will be reloaded, listing the access token generated. Copy the value displayed in the Access Token field and store it in a safe location, as it is the Integrator key that will be used to configure the integration with ClickSign in the general parameters of SE Document.

 

7.In the Webhooks section of the API tab, click on the Add Webhook button. On the field that will be displayed, enter the URL that will be used by SE Suite, according to the following example:

https://<DOMAIN>/softexpert/rest/ecm/public/clicksign/events

 

8.Done that, click on the Add Webhook button.

 

9.At this point, the "API" tab will be reloaded, listing the webhook generated. Copy the value displayed in the HMAC SHA256 Secret field and store it in a safe location, as it is the HMAC SHA256 Secret that will be used to configure the integration with ClickSign in the general parameters of SE Document.

 

10. After performing the configurations above, access the SE Document component and, in the Configuration Document Digital signature menu, perform the necessary parameterizations.

 

To digitally sign documents via ClickSign successfully, after configuring the integration, the "Via ClickSign" option must be selected. In the category, it is also possible to set a deadline to sign the electronic files of the documents that belong to it.