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eSign ePDF setup

Using the eSign ePDF solution requires pre-configuration. The necessary data detailed below should be provided on this screen.

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Setup

Sections

General

eSign

In this section you must fill the fields Certificate id. and Certificate password, used to sign pdf files. For fill the Certificate id. you should load the certificate in Innova Online (Innova Online) portal.

Info

There is the possibility of not uploading certificates to the Innova Online portal. In that case, the certificate must be added from the Certificate > Import action. The password must be entered as well.

Document

In this section you must fill in the following fields related to the creation of the Invoices documents from which the pdf files are generated:

  • Sign document: Indicates when should be sign the document.
  • Document actions: Indicates the actions to be performed once the Invoicee document is signed (Save to database, Save to database and send by email).
  • Show message on post: Indicates whether messages are displayed when posting sales documents.

Email

In this section you must fill in the following fields for sending email with the attached xml documents.

  • Email subject: Indicates the email subject.
  • Email body layout code: Use the standard email template functionality to create the custom template. You must use the report 7213677.
  • Email body layout description: Indicates the description of the email submission template.

SetupGeneral

Default report

Default reports allow you to generate pdf files created directly from certain system entities: sales quote, sales invoice, sales credit memo, service invoice y service credit memo.

The reports to be used must be configured for each of the entities. SetupDefaultReports

Warning

When you select a report, the form corresponding to the filters that can be applied appears. You don't need to add any filters, but you do need to accept the form. This action saves the dataset field that is required for the execution of the functionality.

Tip

You can set up templates for sending email for each report. If they are not configured, the one configured in the General section.

Ations

The actions that can be performed from the eSign ePDF configuration are detailed.

Manage certificate

The solution eSign ePDF allows you to set up a certificate on the system instead of configuring it on the Innova Online portal (Innova Online). If configured, it is prioritized over the one configured in the portal.

The screens that can be accessed from the eSign ePDF settings are detailed.

Documents

Access to the list of reports from which pdf documents are generated is allowed.

Languages

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