This article is visible to Act! organisation only.
Video
Version 1 of the video showing how to configure the plugin:
Password: MyDocSafeAct
Background information
Here, we are focusing on configuring the plugin ONLY, and not MyDocSafe account. To help customers configure their MyDocSafe account, go to Getting Started section, which is publicly available.
The plugin works WITHOUT ANY additional configuration: just plug-and-play. This way, the plugin can be easily tested although it is unusual for customers to continue using the plugin long-term without any additional configuration.
To enable plug-and-play, we had to make certain configuration choices which are saved by default in all new accounts but can be easily adjusted later. These are:
When clicking on "Send for signing" button
The original document is imported to MyDocSafe and stored in "Documents/Act!" folder
A request to sign the document is then sent to the email address associated with the contact
The esign request does not have any additional security features turned on (no SMS code, login or password required)
The recipient of the request can open the document in a browser by clicking on a link sent to them in the email
The recipient 'approves' the document by drawing, typing or uploading their signature which is then appended to the PDF version of the document. If, however, the document has [#signature.1#] or [#date.1#] text embedded in it, we will place the Signature and Date boxes directly on top of that text, automatically
A signed copy that belongs to the sender will be saved in the "Documents/Act!" folder. A "golden" copy will be also saved in a Documents/Signed Documents folder.
A signed copy that belongs to the recipient will be stored in a NEW free account that we create for them automatically
When clicking on "Publish to portal" button
MyDocSafe will create a portal group called Act!
MyDocSafe will create a portal with the name equal to the customer's email address
The document will be stored in the root directory of the portal
An invitation to access the portal will be sent to the recipient
No extra invitation reminders will be sent out at a later stage