Sign documents
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.


Let's look at the technical implementation in Idiligo.

In the section Phase 2: Implementation (in Idiligo) you have copied the code with the three dots (...) into your script:

Now replace the three dots (...) with the following code:

<node id="Sign_documents" type="Sign">
<name>Sign documents</name>
<signs>
    <sign fileCode="testdoc"> <position left="105" top="180"/></sign>
</signs>
</node>

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
<node id="Sign_documents" type="Sign">
<name>Sign documents</name>
<signs>
    <sign fileCode="testdoc"><position page="1" left="105" top="180"/></sign>
</signs>
</node>
</nodes>
</flow>

After copying it, do the following:

1. Make sure the node id is unique. Give it a name / number or combination of both. (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").

6. Press the 'Save' Button.

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"/>)

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
<node id="Sign_documents" type="Sign">
<name>Sign documents</name>
<signs>
    <sign fileCode="testdoc">
    <position page="1" left="105" top="180"/>
    <position page="2" left="105" top="180"/>
    <position page="3" left="105" top="180"/>
    <position page="4" left="105" top="180"/>
</sign>
</signs>
</node>
</nodes>
</flow>


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:

<sign fileCode="testdoc">

with:

<sign uploadId="test01">

test01 is the External ID in the Code snippet - Upload files.


Let's look at the technical implementation in Idiligo.

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
<node id="Sign_documents" type="Sign">
<name>Sign documents</name>
<signs>
    <sign uploadId="test01"><position left="105" top="180"/></sign>
</signs>
</node>
</nodes>
</flow>

And of course you can Autogenerate documents.

Replace in this case:

<sign fileCode="testdoc">

with:

<sign templateCode="testtemplate">

Let's look at the technical implementation in Idiligo.

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
<node id="Sign_documents" type="Sign">
<name>Sign documents</name>
<signs>
    <sign templateCode="testtemplate"><position left="105" top="180"/></sign>
</signs>
</node>
</nodes>
</flow>


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. Direct to the manual.


Let's look at the technical implementation in Idiligo.

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
<node id="Sign_documents" type="Sign">
<name>Sign documents</name>
<signs>
    <sign templateCode="testtemplate"></sign>
</signs>
</node>
</nodes>
</flow>