The Recipients Page is used to define the general data of the envelope, and the signature workflow.
...
Additionally it is possible to configure the sealing certificate for the envelope. For more information please see Custom Sealing Certificate (since 23.49)
The agreement configuration is controlling if (and which) agreement texts are presented to signers and PKCS7 signers, after authentication in case an authentication method is configured. Please consider that agreement configurations are valid for signer activities only. In case of other activity types such as "Copy Recipient" or "Must View" activities, the acknowledge dialog is not displayed.
Please note: You can either use the organization agreement settings or configure a new agreement configuration for an envelope. Read Agreements Configuration about how to configure agreement texts on organization level.
...
| Info |
|---|
The screen shows the field "Document Issuing Country", which is available as input field when the mode for disposable certificate was configured to use the "Lean Disposable Certificate", which is our recommendation. Note that the value "Nationality" will be requested, when using the (deprecated) classic disposable type instead. |
- Document type
- Identity card
- Driver license
- Passport
- Residence permit
- National electronic identity card
- Temporary residence permit
- Embassy/Consulate personnel document
- Document number
- Document issued on
- Document issued by
- Document expiry date
- Identification Issuing Country
- Identification type
- Tax Code
- National unique number
- Passport
- Identity card
- Italian tax code
- Driving license
- Residence permit
- Temporary residence permit
- Embassy/Consulate personnel document
- AML Identification*
- Identification Number
- Mobile phone
- Country of residence
*All disposable document data fields
- Document Type
- Document Number
- Document Issued On
- Document Issued By
- Document Expiry Date and Document Issuing Country
are optional. However, if any one of the document fields is provided, then all of them must be completed, with the exception of Document Issued By, which remains optional in all cases.
Parameters for SMS-OTP Signature
...
| Info |
|---|
The meta data section is available only when its usage is allowed in Organization Settings (Section "Recipient Settings", Flag "Allow to set envelope meta data"). In addition, the Meta Data section will be hidden when a "Default redirect url before sending a draft" is defined in Settings-Organization. A custom page before sending is a customer specific integration, which can e.g. implement a dialog asking for metadata in a specific format showing a convenient UI, instead of just expecting the sender to define a free-hand XML or other desired specific format. |
...