Preparation in ENSPACE

How to Configure

1. Access the desired workspace.
2. In the side menu, click Settings.
3. In the submenu, select Integrations.
4. Find the D4Sign integration and click "Install Integration".
5. In the D4Sign tab, click "Install Integration" again.
6. Select the environment (production or staging) and fill in the following fields with the information obtained from your D4Sign account:
   • Token
   • CryptKey
7. Click Save to complete the integration installation.

Preparing the Signature Flow

8. Create a task of type Confirmation.
   • Enable the "Generate PDF" button.
   • Then, enable "Generate Document From Field".
   • In the "Document Field", select the field where the document is stored.
   • Optionally, you can:
     • Attach a standard PDF to the generated documents.
     • Insert a watermark.
9. In your flow, add a Task of type "Use Integration" and select the "D4Sign" integration.
10. After selecting the integration, the following fields will be available:

• D4Sign Actions: select the option "Send for Signature".
• Document Field: select a field of type "File Editor" containing the document to be sent.
• Vault Field: this is a selection-type field. When creating this field, set the list source to integrations and select the D4Sign integration.
• Document Title: set the file name. Dynamic expressions can be used.
• Signers Field: use a repeater-type field created previously in the flow.

Structure of the Signers Field:

⚠️ The repeater field must contain the following subfields:

• Email (text field with email mask): the signer's email address.
• Action (selection type): defines the participant's role in the signing process. Values must exactly match the following (labels can be free, but values must be identical):

⚠️ The following subfields are optional:

• Foreigner (selection type): defines the participant's nationality. Values (labels free, values exact):

• ICP Brazil Certificate (selection type): indicates if the signer MUST sign with an ICP-Brasil Digital Certificate. Values:

• In-person Signature (selection type): indicates if the signature MUST be done in person. Values:

• Document (selection type): indicates if the signer MUST present a photo ID. Values:

• Password (text field): defines an access code for the signer.

Finalizing

11. Add the signers field, the vault field, and the document field to a form. Make sure the form is filled before PDF generation and signature.
12. You can now test the integration.