Posted: 19 Jul 2018 10:41 EDT Last activity: 20 Nov 2018 13:45 EST
Esign the case attachments
We have got a requirement to e-sign the case attachments with operator signature and there could be multiple operators who can access the case during life cycle and e-sign the attached pdf files. They do not want to use external accounts to login like docusign and sigh document there rather than to use pega user portal for this functionality.
Please suggest the approach on this as not seeing much use cases on pdn.
Thanks for reply. With OOTB signature capture control, it generates same named file Signature.png everytime on signature and attaches with pega case attachments. I tried to merge pdf attachment and this signature image by concatenating the pyAttachStream of both but signature is not reflected on pdf attachment.
With adobe reader, we are signing the documents outside the pega user portal and will also require some system level settings configuration for operator logged in.
Ram, you should be able to set the generated PDF File name with the signature attached using a Property-Set method within an activity. Are you using an activity at all? Utilizing the OOTB Signature Capture field, may require more than just using Attach Stream. I would like to see an image of the PDF that is being generated for you. Are you looking for a PDF to be generated an look something like this: ? If so, you should create an activity that will be triggered once you click a "Generate" button on your form after signing your document, this activity would include a step to attach your signature to your PDF using the Call pyAttachAsPDF, or Code-Pega-List.AttachAsWork, in this activity you would also set your PDF Name.