IntegrationThe integration of this use case requires eSignAnywhere and the SIGNificant App on the tablet. Due the integration of the native App, this integration is a little bit different from eSignAnywhere-only integrations. The creation of the workflow is similar, except that in one step (so one recipient) two persons are signing at once (“hosted meeting”). This is done via the use of the native SIGNificant App. Therefore no authentication is required. Moreover, this scenario is perfect for biometric signatures (advanced electronic signatures) and due the biometric signatures it doesn’t require any authentication. To bring the document to the tablet there are some options available: - Email: a email is sent to the tablet and opened by the salesman. The email contains a link, which opens automatically the app and the document for signing.
- QR Code: on the computer of the salesman is a QR code shown, after the creation of the workflow. The salesman is opening the SIGNificant App and scans the QR code. The app opens automatically the document for signing. In this option there is no email sent in the first signing step.
- Custom Notification: a custom notification is used to push the link to the tablet. In that case an even deeper integration (via SIGNificant App SDK) can be used. This means on the tablet is specific car dealership app installed, which has integrated the SIGNificant App SDK for signing. This specific car dealership has integrated the notification service and gets the information for signing task and automatically opens the document for signing.
This example shows two integration for option 1 (Email) and option 2 (QR Code). Example with Option (1) EmailThe workflow is the following: Endpoint (URI) for REST: https://demo.esignanywhere.net/Api Endpoint for SOAP: https://demo.esignanywhere.net/api.asmx?WSDL - Create the PDF based on the data provided by the salesman in the car dealerships CRM
- Upload the PDF to eSignAnywhere
- Prepare the envelope and set CC recipient
- Send Envelope
- Open the tablets email inbox and click on the link of the eSignAnywhere email
- Frank and Alice are signing & finishing the document in the App
- Frank recieves and copy of the document via Email
- The
callback is used to update the car dealerships CRM
|