Sending a system report to Docuten
This documentation will guide you through the process of sending a system report to Docuten for your digital signature.
This process can be done with any report in the system.
To carry out this user guide, you must have the following sections configured:
Innova Online setup: You must filled
Customer id.(Innova Online setup).
Docuten eSign setup: You must have the solution configured as indicated in the section
Docuten eSign setup(Docuten eSign setup) or completed the
Install wizard(Install wizard).
Once the system has been configured to be able to send Docuten a system report the process to follow is detailed.
You should access to
report templates to configure a new. Example, we select the report
Select filter to execute the report
Filters must be applied to run the report. Depending on the selected report, the filters will be different. To apply the filters, the action
Actions > Report request page must be executed.
Create a document
When the filter is applied for the execution of the report, you can create the document that will be sent to Docuten from the action
Actions > Document > Create.
Create a signers
You must add the
signers (Signers) for the document.
Send to Docuten
Once the signers have been indicated, they can proceed to send to Docuten to start the digital signature process.
First you should execute the action
Actions > Status > Ready. This action put the
Document (Document) with status
Now, you should execute the action
Actions > Status > Send. This action send the
Document (Document) to Docuten.
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