Summary

The Laserfiche SIGNiX integration enables customers to sign documents online with SIGNiX directly from within the Laserfiche Client or Web Access. Users may select one or more PDFs to send in a single transaction; documents are then sent to SIGNiX where customers complete the signature process. When the signing process is completed or cancelled, documents are imported back into the Laserfiche repository from SIGNiX as new versions of the original document. Administrators also have the ability to configure various metadata options to track the progress of the signing transaction.

Features

• Users can start SIGNiX signing transactions within Client or Web Access.
• Users can add PDF documents that are not yet in the repository to a signing transaction from within SIGNiX. These documents will be imported into the repository after the signing transaction is completed.
• Users who started signing transactions, and administrative users, can retrieve transactions in progress and modify them (to add or remove documents or signers), or can cancel the transaction altogether.
• Metadata fields can be automatically updated to reflect the status of signing requests, the SIGNiX transaction ID, and/or the user who initiated the transaction, as well as to indicate completed or canceled transactions.
• Email notifications can be provided for the sender and for administrators.
• The SIGNiX administrators group can retrieve any transaction sent to SIGNiX for review or modification.

Installation Information

The Laserfiche SIGNiX Integration consists of three components:

• The Laserfiche SIGNiX Integration Web Service, which must be installed and configured to allow users to sign documents in your repository using SIGNiX.
• The Laserfiche SIGNiX Client Toolbar Integration, which places a button on the Laserfiche Client toolbar, allowing users to request a signature on a document.
• The Web Access 9 and Web Access 10 integrations, which place a button or a custom action respectively in Web Access, allowing users to request a signature on a document.

The Laserfiche SIGNiX Integration installation package contains all three components. The Web Service and Client Toolbar Integration are MSI installations. The Web Service also requires additional manual configuration of the configuration file; see Installing and Configuring the Laserfiche SIGNiX Integration Web Service for more information. The Client Toolbar Integration does not require additional configuration, but you must have Write rights to the C:\Program Files (x86)\Laserfiche\ folder in Windows to successfully install it.

The Web Access 9 and Web Access 10 integrations require additional manual configuration; see Enabling Signing with SIGNiX in the Laserfiche Client and Web Access for more information.

Requirements

Laserfiche SIGNiX Web Server

• Laserfiche components: Laserfiche Server 9 or Laserfiche Server 10
• IIS: IIS 7 and later, with the ASP.NET 4.X feature

Laserfiche Client Toolbar Integration

• Laserfiche components: Laserfiche Client 9 or Laserfiche Client 10
• Other components: .NET Framework 4.5

Laserfiche Web Access Integration

• Laserfiche components: Laserfiche Web Access 9 or Laserfiche Web Access 10

Known Issues

• You may receive a "Method not found" error message when using the integration with Web Client 10.2. As a workaround, modify the Web Client installation's web.config file to insert a binding redirect to point to the latest version of RepositoryAccess. In the Web Client's web.config located at C:\Program Files\Laserfiche\Web Access\Web Files, locate the <runtime> section. Add a new <dependentAssembly> section:

  <dependentAssembly>
  <assemblyIdentity name="Laserfiche.RepositoryAccess" publicKeyToken="3f98b3eaee6c16a6" culture="neutral" />
  <bindingRedirect oldVersion="0.0.0.0-10.2.0.0" newVersion="10.2.0.0" />
  </dependentAssembly>

  Note the value of the oldVersion and newVersion attributes. When upgrading to Laserfiche Web Client 10.3, you must update the value for 10.3. For example:

  <bindingRedirect oldVersion="0.0.0.0-10.3.0.0" newVersion="10.3.0.0" />

• Entries cannot be a part of two transactions at the same time. If an entry is currently in an active transaction, then you must wait for it to either be completed or canceled and sent back to the repository before beginning another transaction.
• It is possible for an entry to have both a Completed and a Cancelled tag if it is completed or cancelled in one transaction, and then is completed or canceled in a subsequent transaction. (142613)
• If you start a transaction, and add new documents in SIGNiX, and then remove all of the original documents from the repository, then the transaction will fail. At least one document in the original transaction must be retained for the transaction to succeed. (142909)
• If you edit the name of a PDF in SIGNiX, Web Access will not retain the name change when the document imported back into the repository. (142934)
• If you are receiving "Access denied" errors, verify that the user configured to communicate with Laserfiche has sufficient rights to the repository. (142465)
• If you are not authenticating to Laserfiche using the web server service user, you cannot manually specify a Windows account in web.config. You must provide a Laserfiche, LDAP, or repository user instead. (143594)