Configuring a digital signature

To add a new digital signature configuration, click on the

button on the main toolbar. To edit the configuration of a digital signature, select it in the list of records and click on the

button.

On the screen that will be opened, enter an ID # and a name for the digital signature configuration. Then, fill out the following fields according to the selected Type:

Digital signature

The digital signature will be performed according to the previously made configurations for PDF, XML and CMS.

Enables signing electronic files of documents via DocuSign. To do that, first it is necessary to perform the necessary configurations on DocuSign in Admin mode.

▪Integrator key: Paste the value of the Integration key field of the application created in DocuSign.

▪Use demo environment: Check this option to use the demo environment to test the digital signature. If this option is not checked, the production environment will be used.

▪Allow entering the location for signatures and rubrics: The Edit in Docusign button will be displayed in the signature data. Thus, the DocuSign system will be opened to define the location for signatures and rubrics. See further details in the Electronic signature in documents - DocuSign section.

▪Webhook URL: Paste the URL in DocuSign in the process of configuring the signature to be used in the finishing.

▪DocuSign redirection URL: Copy the redirection URL and paste it in the DocuSign configuration after clicking on "Add URI".

Click on Grant DocuSign permissions. On the screen that will be opened, enter the DocuSign user and password and click on Allow.

▪Fixed: The same template will be used to sign all electronic files of the documents in this configuration, and it will not be possible to edit it when signing. In this case, in the Select a template field, associate the template that will be used for the digital signature. The available templates are those configured through the Template menu on DocuSign. Refer to the specific DocuSign documentation for a detailed description on how to create and configure templates.

▪Variable: Allows the template to be selected/edited when signing the electronic file. If a DocuSign template is associated in the Select a template field, it will be displayed during the signature, and it will be possible to edit it.

ClickSign integration

Enables signing electronic files of documents via ClickSign. For that, first it is necessary to perform the necessary configurations on ClickSign with a user that supports the API.

▪Integrator key: Enter the integration key of the application created in ClickSign.

▪Use demo environment: Check this option to use the demo environment to test the digital signature. If this option is not checked, the demo environment will not be displayed.

▪Webhook URL: This field displays the URL that will be used by ClickSign when finishing the signature.

▪Send automatic reminder at every: Check this option for ClickSign to send a notification to signatories before they sign the document. On the field next to it, enter the interval of days for the notifications to be sent.

Signature deadline: Enter the number of days the signatories will have to sign the electronic files of the documents in this configuration.

BRy integration

Enables signing electronic files of documents via BRy. For that, first it is necessary to perform the necessary configurations on BRy.

▪Allowed signature type: Check the signature types that will be allowed for the configuration in question.

▪Use demo environment: Check this option to use the demo environment to test the digital signature. If this option is not checked, the demo environment will not be displayed.

▪Add watermark: Check this option to add a watermark to the digital signatures of this configuration. Select, in the field next to it, the respective pages that must have the watermark.

Signature deadline: Enter the number of days the signatories will have to sign the electronic files of the documents in this configuration.

Select one of the following digital certificates to be used in the digital signature of the configuration:

Allowed certificates
ICP-Brazil (Brazilian Public Key Infrastructure):	It is a set of entities, technical default and regulations, created to support a cryptographic system based on digital certificates. Created from the Federal Government perception regarding the importance of regulating digital certification activities in the Country, means major security in electronic transactions and encourages the use of internet as a mean for business conduction.
ITU-T X.509 standard certificate:	It is a standard that specifies the digital certificates format, in such a way as to firmly tie a name to a public key, for strong authentication. It is part of the X.500 series of recommendations for a global directory structure based on different names for location.

Option	Enabled	Disabled
Use timestamp	Digital signatures will be validated with the timestamp resource. The timestamp is a digital temporal evidence that allows to certify an electronic file was registered in a specific moment, to ensure security of digital documents, which corresponds to the security of paper documents.	The timestamp resource will not be applied to digital signatures.
Add digital signature timestamp to PDF files	A stamp will be displayed in .pdf files with the information of each signature applied to them. The signature stamp will only be displayed in the files after this option is checked. For the previously signed files, the stamp will not be displayed.	A stamp not will be displayed in .pdf files with the information of each signature applied to them.
Allow entering the place for the signature stamp2	Before signing the PDF file, the user can select the region in which the stamp will be added to it.	The stamp is added to the last page of the file.
Automatically sign PDF files3	Allows the electronic files of the documents in the category to be automatically sent to be signed by the members of a certain list of signatories after they are converted to PDF. To do that, configure also the fields that will be enabled. Their description is found below.	The automatic signature for PDF files feature will not be enabled, and neither will the fields described below. In this case, they must be signed manually, according to the configurations performed in this section.

2 - Available only if the "Add digital signature timestamp to PDF files" option is checked.

3 - For this feature to work correctly, it is also necessary for the conversion of the files to PDF to be duly configured in the category.

List of signatories: Select the list of signatories with the certificates that will sign the electronic files of the documents in this category. Use the other buttons next to the field to view the data of the selected list of signatories and clear it.

Option

Enabled

Disabled

Use condition to sign documents

Restricts the automatic signature to be performed only in electronic files of documents with a certain value in an attribute associated with them.

To do that, configure the following fields:

▪Attribute: Select the attribute that will perform the restriction. It is important to point out that the attribute must also be associated in the Attribute tab of the category.

▪Operator: This field is filled out with the "=" signal, indicating that the value filled out in the document in the previously selected attribute must be equal to the value set in the following field.

▪Value: Enter or select the value of the attribute that must be entered in the document for its electronic files to be sent for automatic signature.

The electronic files of all documents will be sent for automatic signature, without restriction by attributes.

GOV.BR integration

▪User ID #: Enter the ID # of the user that was entered along with the SGD permission granted via e-mail.

▪Client Secret: Enter the client secret that was entered along with the SGD permission granted via e-mail.

▪Use demo environment: Check this option for the system to use the GOV.BR system for the release, in which documents will not have the same validity as the production environment. When using a production environment, this option must be unchecked.

▪Add digital signature timestamp to PDF files: Check this option for a stamp with signatory data to be added to the last page of the document. A stamp will be added for each signatory.

After configuring the signature with the desired type, it must be associated with the categories of the documents to be signed with the integration type in question.