Setting Up an eSign Automation Processor

The list of available signatures are:

  • qualified electronic signature
  • automatic signature
  • OTP
  • Click2Sign
  • RemoteSign.

1 . Create a digital flow processing settings group

The Automation Blocks automation processor must be hosted inside a flow settings group. A flow settings group can include multiple automation processors and is typically used as a container for the automation processors called by a specific digital journey.

If you already have a flow settings group you wish to host your eSign automation processor, skip to 2 . Add the eSign automation processor to a generic processor settings group. Otherwise, follow the instructions below to create a new flow settings group:

  1. In FintechOS Portal, click the main menu icon at the top left corner.
  2. In the main menu, select Digital Flow Processing.
  3. Click Flowr Settings.
  4. In the Flow Settings List page, click the Insert button at the top right corner to add a new flow settings group.
  5. In the Add Flow Settings window, enter a Name for your flow settings group.
  6. Click the Save and Close button at the top right corner to save your flow settings group.

2 . Add the eSign automation processor to a generic processor settings group

  1. In FintechOS Studio, click the main menu icon at the top left corner.
  2. In the main menu, select Digital Flow Processing.
  3. Click Flowr Settings.
  4. In the Flow Settings List page, double click the flow settings group you wish to host your automation processor.
  5. In the Edit Flow Setting window, under the Processor Settings section, click the Insert button to add a new automation processor.

The Add Processor Settings page appears. In this page, configure the video streaming automation processor settings as described in the next step.

3 . Configure the automation processor's settings

  1. In the Add Processor Settings screen, fill in the following fields:
    • Name – Enter a name for your automation processor
    • Digital Processor Type – Select Electronic Signature.
    • Settings – JSON code for the automation processor's settings. For details, see eSign Settings.
    • Mapping – JSON code for the automation processor's mappings. For details, see eSign Mappings.
  2. Click the Save and Close button at the top right corner to save your automation processor.