eSign Accounts

Form ID: (ES301000)

On this form, you create electronic signing accounts that are used to connect MYOB Acumatica to an esignature provider. You can create multiple accounts for the same provider—for example, one per employee or one shared account for a team.

Form Toolbar

The form toolbar includes the buttons described below.

Button Description
Connect Starts the OAuth authorization flow and connects MYOB Acumatica to the selected esignature provider.
Disconnect Disconnects MYOB Acumatica from the esignature provider.

Summary Area

In this area, you can select the provider for the esignature functionality and specify its settings.

Element Description
eSign Account The unique identifier of the electronic signing account.
Active A check box that indicates (if selected) that the account is active. The check box is selected by default.
Provider

The esignature provider to which MYOB Acumatica connects for the current account. You can select one of the following providers:

  • Adobe® Acrobat® Sign
  • DocuSign™
Status

The status of the connection to the esignature provider, which can be one of the following:

  • Connected: The account can use the esignature functionality with the selected provider.
  • Disconnected: The account can't use the esignature functionality.
Type

The type of the account. It can be on of the following:

  • Individual: The account is intended for a specific user.
  • Shared: The account is intended for multiple users that share the access to the esignature provder.
Employee

The ID and name of the employee who can use the esignature provider.

This box is available only if you select Shared in the Type box.
API URL

The URL of the esignature provider's API. This box is mandatory for the Adobe® Acrobat® Sign provider. For the DocuSign™ provider, it becomes available and mandatory only if the Use Test API check box is selected.
Client ID The OAuth application client ID issued by the esignature provider.
Client Secret The OAuth application client secret issued by the esignature provider.
Use Test API

A check box that indicates (if selected) that the system connects to the test environment of the DocuSign™ provider. The API URL box becomes available for editing and requires a value.

If the check box is cleared, the API URL box becomes unavailable for editing. The system connects to the production environment of the service.

This check box is available only if DocuSign™ is selected in the Provider box.

Notification Tab

The tab contains settings for automatic reminders sent to document recipients and the expiration settings of esign requests.

Table 1. Reminders SectionThis section contains the settings of the reminders that the esignature providers send to the signing persons.
Element Description
Send Automatic Reminders A check box that indicates (if selected) that the esignature provider sends reminders to the document recipients before the document is signed.
Reminder Frequency

The frequency of reminders that the Adobe® Acrobat® Sign provider delivers to the document recipients. You can select one of the following:

  • Daily: The provider sends reminders each day.
  • Weekly: The provider sends reminders each week.

This box is available only if the following conditions are met:

  • Adobe® Acrobat® Sign is selected in the Provider box.
  • The Send Automatic Reminders check box is selected on the Notification tab
Days Before First Reminder

The period after which the DocuSign™ provider delivers the first reminder to the document recipients.

This box is available only if the following conditions are met:

  • DocuSign™ is selected in the Provider box.
  • The Send Automatic Reminders check box is selected on the Notification tab
Days Between Reminders

The number of days between automatic reminders that the DocuSign™ provider sends to the document recipients.

This box is available only if the following conditions are met:

  • DocuSign™ is selected in the Provider box.
  • The Send Automatic Reminders check box is selected on the Notification tab
Table 2. Expiration SectionThis section contains the settings related to expiration settings of requests.
Element Description
Expiration Period in Days

The number of days before the request to sign the document electronically expires.
Days Before Expiration Warning

The number of days before the esignature provider sends a warning about request expiration.

This box is available only if DocuSign™ is selected in the Provider box.

Employees Tab

On this tab, you add the employees who share the selected esign account. The tab is available only if the Shared option is selected in the Type box of the Summary area.

The table toolbar has only standard buttons.

Table 3. Table Columns
Column Description
Employee ID The identifier of the employee.
Employee Name The name of the employee.