eSign ePDF setup
Using the eSign ePDF solution requires pre-configuration. The necessary data detailed below should be provided on this screen.
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.
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.
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.
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.
Default reports allow you to generate pdf files created directly from certain system entities:
sales credit memo,
service invoice y
service credit memo.
The reports to be used must be configured for each of the entities.
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.
You can set up templates for sending email for each report. If they are not configured, the one configured in the
The actions that can be performed from the eSign ePDF configuration are detailed.
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.
Access to the list of reports from which pdf documents are generated is allowed.
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