CASE: implement digital signatures into templates

Templates Cases
, ,
1

If you want to offer your customer to sign certain documents digital (and by documents, I mean templates in Silverfin), you can now do so in Silverfin with this code that has to be added before or after the signature(name):

{% signmarker name:name_of_object %}

where name_of_object is how your object is called in your template.

For instance: in our text template of the general meeting you’ll find this now:

{% assign aantal_kolommen = 2 %}

{% stripnewlines %}
  {% newline %}
  | {% for i in (1..aantal_kolommen) %}
    ----{{ 100/aantal_kolommen | integer }}%------|
    {% endfor %}+
  {% newline %}
    {% for person in period.people %}
      {% if person.name.key+0 == voorzitter+0 %}
      {% signmarker name:person.name %}<br><br><br>{{ person.name }}
        {% if person.custom.represented_by_name != blank %}
        <br>met als vaste vertegenwoordiger {{ person.custom.represented_by_name }}
        {% endif %}
      {% endif %}
    {% endfor %}<br>Voorzitter
    | {% if period.custom.artikels.var == 'Bureau' %} 
        {% for person in period.people %}
          {% if person.name.key+0 == secretaris+0 %}
          {% signmarker name:person.name %}<br><br><br>{{ person.name }}
            {% if person.custom.represented_by_name != blank %}
            <br>met als vaste vertegenwoordiger {{ person.custom.represented_by_name }}
            {% endif %}
          {% endif %}
        {% endfor %}<br>Secretaris
      {% endif %}
  {% if show_opn %}
  {% newline %}
  | {% for opn in period.custom.stemopnemers %}
    {% signmarker name:opn.name %}<br><br><br>{{ opn.name }}<br>Stemopnemer
    | {% assign i = i |plus:1 %}{% assign modulo = i | modulo:aantal_kolommen %}
      {% if modulo == 0 %}
        {% unless forloop.first %}
        {% newline %}
        | 
        {% endunless %}
      {% endif %}
    {% endfor %}
  {% endif %}
{% endstripnewlines %}

This will make it possible to sign the documents through an external provider.

EDIT

Do make sure the section for the digital signature to follow fixed measures
more info here

2

Is the integration with Adobe Sign also possible ?

3

Hi @Dcoone

unfortunately, the integration with Adobe Sign is not possible. On the other hand, we foresee integration with DocuSign , Ok!Sign, Connective en Penneo.

Kind regards
Sofie

4

Does this signmarker also work with Connective or is it only in the integration with DocuSign?

5

Hello @Lesly,

This works with both integrations. So the idea is that the signmarker tag is for every future integration regarding e-signing

6

Sven, our Connective portal is active now. I used some standard Silverfin texts, there are signmarkers included, to test but the signing field isn’t visible in Connective. I already contacted the support but they recommended to discuss this here. Isn’t is possible to use the Silverfin-templates?

7

Hello @Lesly,

Which template did you test exactly, and which signmarker isn’t showing up in Connective?

8

@sven,
I tried the Silverfin-template “Verslag algemene vergadering”. Next to that I copied the code to our “Opdrachtbrief”. So far, none of the signmarkers are visible in Connective.

9

@Lesly,

If you don’t mind, you can send a mail to support@silverfin.com so we can investigate it further (as i expect not to be an issue with Liquid code but rather in the background with us and/or the external party - has to be examined).
This is something not for the Community.

Thanks, and apologies for any inconvenience!

10

Do you foresee an integration with Signhere?

11

Hi Gunther

Could you send this question to support@silverfin.com so we can track it further as a feature request?

Kind regards
Wouter