Have contracts or order forms signed during your online meeting.
With Sign you can ask the participant to sign documents during an online conversation. After the participant has signed the document and you have closed the online conversation properly, you can retrieve the document by clicking on 'Edit session' in your session history.
Copy the code snippet into your script
|<node id="Sign_documents" type="Sign">|
<sign fileCode="testdoc"> <position left="105" top="180"/></sign>
After copying it, do the following:
1. Make sure the node id is unique. Give it a name / number. (here: Sign_documents).
2. You can give the node a descriptive name. (here: Sign documents).
3. Make sure the right document is signed (here: testdoc).
4. Make sure the right page is selected (here page="1").
5. Make sure the right position of the signature is there (here: position left="105" top="180").
Now check the script by running it...click 'Start new session'.
|Advanced: The correct position of the signature in the document|
In this example a document from the Idiligo library is signed, with the signature on a fixed position on the first page. The position (in mm) of the signature is starting from the top left corner (0,0) to the right bottom of the document (A4 document: 210,297). The document should be a PDF document. (here: position left="105" top="180")
|Advanced: The number of pages|
If you want to have multipage documents signed, copy and paste the section. (<position page="1" left="105" top="180"/>) and change the page number
|Advanced: The right document|
Instead of a document from the Idiligo library you can also make use of documents uploaded during the online conversation (see Code snippet - Upload files). Replace in this case:
test01 is the External ID in the Code snippet - Upload files.
And of course you can Autogenerate documents.
Replace in this case:
|Advanced: Use documents without position for signature|
In this case, delete the position information (here: <position left="105" top="180"/>) and prepare your document accordingly. Directly to the manual.
Tip watch: Video: Create your own Script (basic) to create your first own Script.