### Salesforce Connector - Installation and Setup Guides Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91986576/Envelopes%2BList%2B-%2BUser%2BGuide%2B-%2BSalesForce%2BConnector Guides detailing the process of installing and setting up the Namirial eSign Connector for Salesforce, including trial environment creation and AppExchange installation. ```en How to create a trial environment - SalesForce Connector: https://namirial.atlassian.net/wiki/spaces/eSign/pages/111182006/How+to+create+a+trial+environment+-+SalesForce+Connector How to install via AppExchange - SalesForce Connector: https://namirial.atlassian.net/wiki/spaces/eSign/pages/111247408/How+to+install+via+AppExchange+-+SalesForce+Connector ``` -------------------------------- ### Admin Guide - Connector for Dynamics 365 Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000244/Create%2Bnew%2BEnvelope%2BFrom%2BParent%2BRecord%2B-%2BUser%2BGuide%2B-%2BConnector%2Bfor%2BMS%2BDynamics Administrative guide for configuring and managing the Namirial eSign Connector for Dynamics 365. Covers installation and setup procedures. ```APIDOC Admin Guide - Connector for Dynamics 365: Description: Comprehensive guide for administrators on installing, configuring, and maintaining the eSign connector for Dynamics 365. Topics: - Installation procedures - Configuration settings - User role management - Integration setup with eSignAnyWhere platform ``` -------------------------------- ### Salesforce Setup - Open Setup Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/286359588/Bulk%2BSending%2BConfiguration%2B-%2BAdmin%2BGuide%2B-%2BSalesForce%2BConnector Instructions for accessing the Salesforce Setup menu, which is the starting point for most administrative configurations. ```Salesforce 1. Setting Gear Icon 2. Setup option ``` -------------------------------- ### Salesforce Connector - Namirial eSAW Installation and Setup Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/117833942/Trusted%2BURLs%2B-%2BAdmin%2BGuide%2B-%2BSalesForce%2BConnector Guides on how to install and set up the Salesforce Connector for Namirial eSAW, including creating trial environments and installation via AppExchange. ```APIDOC Salesforce Connector Installation and Setup: How to create a trial environment - SalesForce Connector: Description: Steps to set up a trial environment for testing the Salesforce Connector. How to install via AppExchange - SalesForce Connector: Description: Instructions for installing the Salesforce Connector directly from the Salesforce AppExchange. ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91915890/v5%2BTutorial%2BHello%2BWorld A basic 'Hello World' tutorial for integrating with the Namirial eSAW v5 platform. This guide walks through the initial steps and fundamental concepts for getting started with the API. ```APIDOC v5 Tutorial: Hello World: This tutorial demonstrates a simple integration scenario with the eSignAnyWhere v5 API. Steps: 1. Obtain an API key from your Namirial account. 2. Prepare a sample document (e.g., a PDF file). 3. Upload the document using the /api/v5/documents endpoint. 4. Initiate a signature request for the uploaded document. 5. Monitor the signature status. Prerequisites: - Access to the Namirial eSignAnyWhere platform. - An active API key. Key Concepts: - Document Upload: Sending document data to the platform. - Signature Request: Initiating the signing process. - Status Monitoring: Tracking the progress of signature requests. Related Resources: - v5 API Documentation - v5 Integration Guide ``` -------------------------------- ### v5 Hello World Tutorial Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91891793/v5%2BParallel%2BSigning%2BScenario%2B-%2BExample%2Bof%2Ba%2BProject%2BProposal%2Bsigned%2Bby%2Bseveral%2Bmanagers A basic tutorial demonstrating a 'Hello World' example for integrating with the eSignAnyWhere v5 API. This helps developers get started with basic API calls. ```APIDOC APIDOC: v5 Tutorial: Hello World: Purpose: This tutorial demonstrates a simple API call to verify the integration with the eSignAnyWhere v5 API. Steps: 1. Authenticate using your API key. 2. Make a GET request to a basic endpoint, e.g., /api/v5/status. 3. Verify the response indicates successful connection. Example Request (Conceptual): GET /api/v5/status Headers: Authorization: Bearer YOUR_API_KEY Expected Response: Status: 200 OK Body: { "status": "online", "version": "v5" } ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91886354/v5%2BIntegration%2BGuide A basic 'Hello World' tutorial for the v5 integration, demonstrating a simple use case to get started with the Namirial eSAW & Signature API. ```APIDOC v5 Tutorial: Hello World: This tutorial demonstrates a basic integration scenario to send a document for signature. Steps: 1. Authenticate with the API using your credentials. 2. Prepare a simple document (e.g., a text file). 3. Define recipient details (name and email). 4. Use the POST /api/v5/documents endpoint to upload the document and initiate the signature process. Example Request (Conceptual): POST /api/v5/documents Headers: Authorization: Bearer YOUR_API_KEY Body: { "documentName": "HelloWorld.txt", "file": "", "recipients": [ { "name": "Test User", "email": "test@example.com" } ] } ``` -------------------------------- ### Namirial eSAW v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91945563/v5%2BIntegration%2BScenarios A basic tutorial to help developers get started with the eSignAnyWhere v5 API by implementing a 'Hello World' example. ```APIDOC v5 Tutorial: Hello World: This tutorial demonstrates a simple 'Hello World' integration with the eSAW v5 API. It covers making a basic API call to verify the integration setup. Purpose: To provide a quick start for new developers. ``` -------------------------------- ### Salesforce Connector Installation and Setup Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91973911/Admin%2BGuide%2B-%2BSalesForce%2BConnector Guides on how to install and set up the Namirial eSign Connector for Salesforce, including trial environment creation and AppExchange installation. ```APIDOC Salesforce Connector Installation and Setup: How to create a trial environment - SalesForce Connector: Description: Provides steps to set up a trial environment for testing the Salesforce Connector. Usage: Recommended for initial evaluation and testing. How to install via AppExchange - SalesForce Connector: Description: Details the process of installing the Salesforce Connector directly from the Salesforce AppExchange. Usage: Standard installation method for Salesforce applications. ``` -------------------------------- ### Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91882724/Integration%2BGuide A basic 'Hello World' tutorial for developers new to the Namirial eSignAnyWhere platform. It guides through the initial steps of setting up and making a simple API call. ```Example print("Hello, Namirial eSignAnyWhere!") ``` -------------------------------- ### Namirial eSignAnyWhere v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91901142/v5%2BREST%2Btutorial%2Busing%2BPostman A 'Hello World' tutorial for integrating with the Namirial eSignAnyWhere platform using the v5 API. This example helps developers get started with basic API interactions. ```APIDOC v5 Tutorial: Hello World: - A simple example demonstrating a basic API call to the eSignAnyWhere platform. - Intended to provide a quick start for new developers. - Covers authentication and a minimal successful API interaction. ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91917088/v5%2BApi%2BReference%2B-%2BIntroduction%2BREST A basic 'Hello World' tutorial for the v5 API, designed to help developers get started quickly with a simple integration example. ```APIDOC v5 Tutorial: Hello World: Purpose: - Provides a simple, introductory example for developers to get started with the v5 API. Content: - Demonstrates a basic API call, likely involving authentication and a simple response. - Step-by-step instructions for setting up and running the example. Related Documentation: - v5 API Documentation - v5 Integration Guide - v5 Beginner Guide REST ``` -------------------------------- ### eSignAnyWhere Introduction Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91947499/Create%2BNew%2BEnvelope%2Bfrom%2BParent%2BRecord%2B-%2BUser%2BGuide%2B-%2BSalesForce%2BConnector An introductory guide to the eSignAnyWhere platform, covering its basic concepts and how to get started with electronic signatures. ```APIDOC Introduction: Description: Basic introduction to the eSignAnyWhere platform. URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91881585/Introduction ``` -------------------------------- ### Editing Options in xyzmo Client Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/565608888/Quickstart%2BGuide%2Bxyzmo%2BClient Guide to editing various options within the xyzmo Client, including system language, date/time formats, and certificate selection. ```English Step 1 - Open the menu by clicking the **Menu** button on the top right. Step 2 - From the drop-down menu choose the **Options** entry. Step 3 - Select your system language from the drop-down menu, and specify the format for date and time below. To select a default signing or sealing certificate, click the **…** icon. To deselect a chosen certificate, click the **x** icon. ``` -------------------------------- ### v5 Integration Guide and Tutorials Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92028160/v5%2BError%2BCodes Guides and tutorials for integrating with the v5 eSignAnyWhere platform, including a 'Hello World' example and integration stories. ```APIDOC v5 Integration Guide: - Tutorial: Hello World - eSignAnyWhere Integration Stories ``` -------------------------------- ### Package Installation - Connector for Dynamics Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91994345/eSingAnyWhere%2BConfiguration%2B-%2BAdmin%2BGuide%2B-%2BConnector%2Bfor%2BDynamics Details the process of installing the Namirial eSignAnyWhere Connector package for Microsoft Dynamics. This includes prerequisites and step-by-step installation instructions. ```APIDOC Package Installation - Connector for Dynamics: Purpose: Install the eSignAnyWhere connector package into Microsoft Dynamics. Prerequisites: - Dynamics 365 environment access. - Connector package file (.zip). Installation Steps: 1. Navigate to the Solutions area in Dynamics 365. 2. Click 'Import Solution'. 3. Select the connector package file. 4. Follow the on-screen prompts to complete the installation. Verification: After installation, verify the connector components are present in Dynamics. ``` -------------------------------- ### Configure License Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/565608888/Quickstart%2BGuide%2Bxyzmo%2BClient Guides users through the process of configuring their license by entering a voucher code. Provides options to redeem a voucher or purchase a new license. ```APIDOC License: configure_license(voucher_code: str, action: str) voucher_code: The license voucher code to enter. action: The action to perform ('Redeem Voucher' or 'Shop'). ``` -------------------------------- ### Salesforce Connector Installation Guide Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91947499/Create%2BNew%2BEnvelope%2Bfrom%2BParent%2BRecord%2B-%2BUser%2BGuide%2B-%2BSalesForce%2BConnector This guide details the steps required to install the Salesforce Connector via the AppExchange. It is intended for administrators and users who need to set up the integration between eSignAnyWhere and Salesforce. ```APIDOC How to install via AppExchange - SalesForce Connector: Description: Step-by-step instructions for installing the Salesforce Connector from the AppExchange. URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/111247408/How+to+install+via+AppExchange+-+SalesForce+Connector ``` -------------------------------- ### Salesforce Connector Installation and Trial Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91975246/Host%2BSign%2BConfiguration%2B-%2BAdmin%2BGuide%2B-%2BSalesForce%2BConnector Guides on how to install the Salesforce Connector via AppExchange and set up a trial environment. ```APIDOC SalesforceConnectorSetup: InstallViaAppExchange: description: Steps to install the Namirial eSign Connector from the Salesforce AppExchange. steps: - 'Navigate to the Salesforce AppExchange.' - 'Search for "Namirial eSign Connector".' - 'Click "Get It Now" and follow the on-screen prompts for installation.' example: SalesforceConnectorSetup.InstallViaAppExchange() CreateTrialEnvironment: description: Instructions for creating a trial environment for testing the Salesforce Connector. steps: - 'Visit the Namirial website or contact sales for trial access.' - 'Follow the provided instructions to set up a Salesforce trial org or sandbox.' - 'Install the connector within the trial environment.' example: SalesforceConnectorSetup.CreateTrialEnvironment() ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91898673/v5%2BBiometric%2Bsignature%2Brecording%2Bscenario%2Bon%2BPOS%2Bwith%2Ba%2Bnative%2Bapp%2Bon%2Ba%2Btablet%2B-%2BExample%2Bof%2Ba%2Bcar%2Bselling%2Bscenario A basic 'Hello World' tutorial for integrating with the v5 eSignAnyWhere platform. This guide helps users get started with simple API calls. ```APIDOC v5 Tutorial: Hello World: Basic integration example Demonstrates initial API setup and response ``` -------------------------------- ### Salesforce Connector - Installation and Trial Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92082146/User%2BGuide%2B-%2BSalesForce%2BConnector Guides on how to install the Namirial eSignAnyWhere Connector for Salesforce via AppExchange and how to set up a trial environment for testing purposes. ```en How to create a trial environment - SalesForce Connector: https://namirial.atlassian.net/wiki/spaces/eSign/pages/111182006/How+to+create+a+trial+environment+-+SalesForce+Connector How to install via AppExchange - SalesForce Connector: https://namirial.atlassian.net/wiki/spaces/eSign/pages/111247408/How+to+install+via+AppExchange+-+SalesForce+Connector ``` -------------------------------- ### eSignAnyWhere Java Library - Hello World Example Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91971922/v5%2BeSignAnyWhere%2BJava%2BLibrary A basic 'Hello World' example demonstrating the initial setup and usage of the eSignAnyWhere Java Library. This snippet is useful for getting started with the library's core functionalities. ```Java /* * This is a placeholder for the actual Hello World example code. * The eSignAnyWhere Java Library would typically involve: * 1. Initializing the eSignAnyWhere client. * 2. Creating a document or workflow object. * 3. Adding recipients and specifying their roles. * 4. Setting up authentication methods for recipients. * 5. Submitting the document for signing. * * Example structure: * * import com.namirial.esign.client.ESignClient; * import com.namirial.esign.model.*; * * public class HelloWorld { * public static void main(String[] args) { * // Initialize client with API credentials and endpoint * ESignClient client = new ESignClient("api_key", "api_secret", "endpoint_url"); * * // Create a new document * Document document = new Document(); * document.setFileName("sample.pdf"); * // ... set document content ... * * // Add a recipient * Recipient recipient = new Recipient(); * recipient.setName("John Doe"); * recipient.setEmail("john.doe@example.com"); * recipient.setWorkstepAuthentication("PASSWORD", "12345"); * document.addRecipient(recipient); * * // Submit the document * try { * String documentId = client.submitDocument(document); * System.out.println("Document submitted successfully with ID: " + documentId); * } catch (Exception e) { * e.printStackTrace(); * } * } * } */ ``` -------------------------------- ### Salesforce Connector Installation and Configuration Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91973407/Connector%2Bfor%2BSalesforce Provides links and guidance for installing and configuring the Namirial eSignAnyWhere Connector for Salesforce. This includes installation via Salesforce AppExchange and detailed setup procedures outlined in the Admin Guide. ```APIDOC Installation: - Salesforce AppExchange: [Namirial eSignAnyWhere - AppExchange - Salesforce](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FR4oLUAT&tab=e) - Detailed Installation Guide: [How to install via AppExchange - SalesForce Connector](https://namirial.atlassian.net/wiki/spaces/eSign/pages/111247408/How+to+install+via+AppExchange+-+SalesForce+Connector) Configuration: - Admin Guide: [Admin Guide (Connector for Salesforce)](https://namirial.atlassian.net/wiki/spaces/eSign/pages/91973911/Admin+Guide+-+SalesForce+Connector) Usage: - User Guide: [User Guide (Connector for Salesforce)](https://namirial.atlassian.net/wiki/spaces/eSign/pages/92082146/User+Guide+-+SalesForce+Connector) ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91936496/Advanced%2BUser%2BGuide A beginner-friendly tutorial demonstrating a 'Hello World' example for integrating with the v5 API of the Namirial eSignAnyWhere platform. ```en v5 Tutorial: Hello World This tutorial guides you through a basic integration with the eSignAnyWhere v5 API, often referred to as a 'Hello World' example. It typically involves setting up authentication and making a simple API call to verify the connection. Steps: 1. Obtain API credentials (API key or token). 2. Configure your development environment. 3. Make a GET request to a basic endpoint (e.g., to retrieve account information). 4. Process the response to confirm successful communication. Prerequisites: - Access to the eSignAnyWhere v5 API. - Basic understanding of RESTful APIs and HTTP requests. Related Documentation: - v5 Integration Guide - v5 Beginner Guide REST ``` -------------------------------- ### v5 Beginner Guide REST and SOAP Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91915890/v5%2BTutorial%2BHello%2BWorld A beginner's guide covering both REST and SOAP APIs for the Namirial eSAW v5 platform. It provides an overview of both API types and how to get started with each. ```APIDOC v5 Beginner Guide REST and SOAP: This guide introduces developers to both the REST and SOAP APIs available for the eSignAnyWhere v5 platform. Comparison: - REST API: Modern, lightweight, uses HTTP methods and JSON. - SOAP API: Older, uses XML-based messaging and WSDL. Getting Started with REST: - Focus on the /api/v5 endpoints for new integrations. - Refer to the v5 API Documentation for details. Getting Started with SOAP: - Utilize the WSDL provided by Namirial for SOAP client generation. - Understand the available SOAP methods for document and signature operations. - Note: The SOAP API might be considered legacy or discontinued for new development. Related Resources: - v5 API Documentation - Discontinued SOAP API ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91894403/v5%2BBeginner%2BGuide%2BREST A basic 'Hello World' example demonstrating how to make a simple API call to Namirial eSignAnyWhere v5. ```bash curl -X GET "https://api.namirial.com/v5/status" \ -H "Authorization: Bearer YOUR_API_KEY" ``` -------------------------------- ### v5 Beginner Guide REST Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91971922/v5%2BeSignAnyWhere%2BJava%2BLibrary A foundational guide for developers new to the eSignAnyWhere v5 REST API. Covers basic concepts, authentication, and simple API calls to get started with integrations. ```REST GET https://api.namirial.com/esign/v5/status Headers: Authorization: Bearer YOUR_API_KEY Response (JSON): { "status": "OK", "version": "v5" } ``` -------------------------------- ### v5 Hello World Tutorial Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91899402/v5%2BOnline%2BSales%2BScenario%2Bwith%2BRemote%2BSigning%2B-%2BExample%2Bof%2BTravel%2BInsurance%2Bcontracting A basic 'Hello World' tutorial for integrating with the eSignAnyWhere v5 API. ```APIDOC v5 Tutorial: Hello World Description: A simple guide to get started with eSignAnyWhere v5 integration. Purpose: Demonstrates the fundamental steps for a successful API integration. Steps: 1. Set up your development environment. 2. Authenticate with the eSignAnyWhere API. 3. Perform a basic operation (e.g., create a document). Example: (Specific code examples would be detailed here in a full documentation) ``` -------------------------------- ### Signing a Document with xyzmo Client Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/565608888/Quickstart%2BGuide%2Bxyzmo%2BClient Steps to sign a document using the xyzmo Client for Windows. This involves selecting a recording device, opening a PDF, adding a signature field, and initiating the signing process. ```English Step 1: Start xyzmo client for windows and choose a recording device. Step 2: Open a PDF file. Step 3: Add a signature field. Step 4: Start the signing process. Step 5: Sign the document. ``` -------------------------------- ### Connector Installation Guide Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91913154 Provides the initial steps for SharePoint administrators to install the eSignAnyWhere connector. This involves following a specific package installation guide. ```APIDOC Package Installation: - SharePoint admin must follow the guide: [Package Installation - Connector for Sharepoint](https://namirial.atlassian.net/wiki/spaces/eSign/pages/91885286) ``` -------------------------------- ### Local Certificate Signature Configuration Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91882717/Electronic%2BSignature%2BGuide Details the setup for using Local Certificates for signing, allowing recipients to use certificates installed on their devices. ```APIDOC LocalCertificateSignature: Usage: Allows recipients to sign using a locally installed certificate. ConfigurationOptions: - ValidateRecipientName: Verify the recipient's name. - ValidateCertificateHolderName: Verify the certificate holder's name. - VerifyCertificateRootCA: Verify the certificate's root Certificate Authority with EUTL. Selection: After configuration, a local certificate must be selected for use. ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91881985/v5%2BDocument%2BTagging%2BScenario%2B-%2BExample%2Bshowing%2Bhow%2Bto%2Bcollect%2Bmetadata%2Bfor%2BDMS%2Barchiving A 'Hello World' tutorial for integrating with the v5 eSignAnyWhere platform. ```APIDOC v5 Tutorial: Hello World: A basic 'Hello World' example for v5 integration. Purpose: To get started with v5 integration. Related Pages: - v5 Integration Guide Overview ``` -------------------------------- ### Starting Configuration with ClickToSign Activity Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91884374 An example of a basic envelope configuration including document details and a 'ClickToSign' activity for a recipient. This demonstrates how to structure the initial setup for an e-signature process. ```json { "Documents": [ { "FileId": "c5a229ae-1234-1234-b6e8-d4eb9fd7bcf5", "DocumentNumber": 1 } ], "Name": "Test", "Activities": [ { "Action": { "Sign": { "RecipientConfiguration": { "ContactInformation": { "Email": "janedoe@sample.com", "GivenName": "Jane", "Surname": "Doe", "LanguageCode": "EN" } }, "Elements": { "Signatures": [ { "TaskConfiguration": { "OrderDefinition": { "OrderIndex": 0 } }, "ElementId": "sample sig clicktosign", "Required": true, "DocumentNumber": 1, "DisplayName": "Sign here", "AllowedSignatureTypes": { "ClickToSign": {} }, "FieldDefinition": { "Position": { "PageNumber": 1, "X": 100, "Y": 200 }, "Size": { "Width": 100, "Height": 70 } } } ] }, "SigningGroup": "firstSigner" } } } ] } ``` -------------------------------- ### Using Additional Features: Text, Draw, Stepping, Undo Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/565608888/Quickstart%2BGuide%2Bxyzmo%2BClient Guide to using advanced features like adding text annotations, drawing on documents, utilizing the stepping tool for signatures, and performing undo operations. ```English Step 1 - To add a text annotation to the document, click on the **Text** tool. Enter your text in the provided field. After that, position and resize the annotation by using the diagonal arrow icons. Exit annotation mode by clicking any button. Step 2 - Click on the **Draw** tool to start the draw mode. Step 3 - Begin by selecting a color from the menu and setting the width of your drawing stencil. Next, use your mouse to draw freely within the document. To exit this mode, simply click on a different function. Step 4 - To initiate the first signing task automatically, simply click on the **Stepping** tool. This tool enables you to navigate through all signature dialogs seamlessly. Step 5 - By pressing the **Undo** button, a popup appears that allows you to confirm the undo of the last action. ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91971922/v5%2BeSignAnyWhere%2BJava%2BLibrary A simple 'Hello World' example demonstrating the basic steps to integrate with the eSignAnyWhere v5 API. Covers setting up the environment and making a first API call. ```APIDOC Hello World Integration (v5): Objective: Upload a simple text file and initiate a signing process. Steps: 1. Obtain an API Key from your Namirial account. 2. Use a tool like Postman or a client library (e.g., Java) to make a POST request to `/api/v5/documents` with a sample text file. 3. Use the returned document ID to create a workflow via POST `/api/v5/workflows`, specifying a recipient. 4. Check the workflow status to confirm completion. Example API Call (Conceptual): POST /api/v5/documents Body: { "fileName": "hello.txt", "fileContent": "SGVsbG8gV29ybGQh" } (Base64 encoded content) ``` -------------------------------- ### Silent Installation Examples Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91882645/xyzmo%2BClient Provides examples of silent installation commands for the xyzmo Client with various configurations. ```batch SIGNificantClient_vXXX.exe /S ``` ```batch SIGNificantClient_vXXX.exe "/D=c:\Programme\SigClient" "/GLOBAL=c:\global.xml" "/STAMPS=c:\temp" /S /LIC_SERVER=http://attsvmseal01/LicenseService/LicenceService.asmx ``` -------------------------------- ### v5 Hello World Tutorial Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91881983/v5%2BMultiple%2BSigners%2Bscenario%2Bwith%2Bhiding%2Bof%2Bsome%2Bdocuments%2Bfrom%2Bsome%2Bsigners%2B-%2BExample%2Bshowing%2BDocument%2BVisibility A basic 'Hello World' tutorial for integrating with the v5 eSignAnyWhere platform, demonstrating fundamental integration steps. ```APIDOC v5 Tutorial: Hello World Purpose: Demonstrates a basic integration with the v5 eSignAnyWhere platform. Steps: 1. Setup authentication. 2. Create a simple document. 3. Initiate a signing process. 4. Retrieve the signed document. ``` -------------------------------- ### Salesforce Connector Documentation Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92082146/www Provides detailed guides for the Salesforce Connector, including trial environment setup, AppExchange installation, admin configurations, and user functionalities like envelope management and data mapping. ```en How to create a trial environment - SalesForce Connector How to install via AppExchange - SalesForce Connector Admin Guide - SalesForce Connector User Guide - SalesForce Connector: User Settings - User Guide - SalesForce Connector Home - User Guide - SalesForce Connector Envelopes List - User Guide - SalesForce Connector Create New Envelope - User Guide - SalesForce Connector Create New Envelope from Parent Record - User Guide - SalesForce Connector Create New Bulk Envelope - User Guide - SalesForce Connector Envelope Detail - User Guide - Salesforce Connector Data Mapping - User Guide - SalesForce Connector ``` -------------------------------- ### Saving, Sending, and Printing Documents Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/565608888/Quickstart%2BGuide%2Bxyzmo%2BClient Guide on how to save, send via email, and print documents using the xyzmo Client. This covers using the Save, Email, and Print tools within the client interface. ```English Step 1 - To save your document, click on the **Save** tool to open the "Save As" dialog. Next, navigate to your preferred directory and enter a file name. Finally, click **Save** to complete the process. Step 2 - To send an email to any recipient, simply click on the **Email** tool. This action will open a new message in your default email client, complete with the signed document attached. Step 3 - To initiate the printing process, simply click on the **Print** tool. This action will open a print dialog, allowing you to choose your preferred printer. ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91893634/v5%2BMigration%2BGuide%2B-%2BREST A basic 'Hello World' tutorial for the v5 API, guiding developers through their first integration steps. ```APIDOC v5 Tutorial: Hello World: - Step-by-step guide to perform a simple API call. - Demonstrates basic setup and authentication for v5. - Expected output and verification steps. ``` -------------------------------- ### eSignAnyWhere API Tutorials and Resources Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91882730 Links to various tutorials and resources to help developers get started with the eSignAnyWhere REST API. Includes Postman tutorials, a 'Hello World' example, developer mode information, and sample code. ```APIDOC REST tutorials: [visit REST tutorial using Postman ](https://namirial.atlassian.net/wiki/display/eSign/REST+tutorial+using+Postman) Tutorial: Hello World: [visit Hello World Tutorial](https://namirial.atlassian.net/wiki/display/eSign/Tutorial%3A+Hello+World) Developer mode: [visit developer mode](https://namirial.atlassian.net/wiki/display/eSign/Developer+Mode) ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91881987/v5%2BUse%2Bexternal%2Bsignature%2Bimage A basic 'Hello World' tutorial for integrating with the Namirial eSignAnyWhere v5 API, demonstrating the initial steps for developers. ```APIDOC v5 Tutorial: Hello World: A step-by-step guide to perform a basic integration with the eSignAnyWhere v5 API. Assists developers in setting up their first API interaction. ``` -------------------------------- ### Salesforce Connector Documentation Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91975288/Envelope%2BDetail%2B-%2BUser%2BGuide%2B-%2BSalesforce%2BConnector Comprehensive documentation for the Namirial eSignAnyWhere Connector for Salesforce. This includes guides for trial environment setup, AppExchange installation, administrator tasks, and user-level functionalities like managing envelopes and creating new ones. ```APIDOC Salesforce Connector Documentation: How to create a trial environment - SalesForce Connector: - Description: Guide to setting up a trial environment for the Salesforce Connector. - Parameters: None - Returns: Instructions for trial setup. How to install via AppExchange - SalesForce Connector: - Description: Steps to install the Salesforce Connector using the AppExchange. - Parameters: None - Returns: Installation instructions. Admin Guide - SalesForce Connector: - Description: Administrator-focused guide for managing the Salesforce Connector. - Parameters: None - Returns: Administrative configurations and management procedures. User Guide - SalesForce Connector: - Description: User-level guide for interacting with the Salesforce Connector. - Includes sections on: - User Settings - Home - Envelopes List - Create New Envelope - Create New Envelope from Parent Record - Create New Bulk Envelope - Envelope Detail - Parameters: Varies by sub-section. - Returns: User operational guidance. ``` -------------------------------- ### Salesforce Connector Trial Environment Setup Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91947499/Create%2BNew%2BEnvelope%2Bfrom%2BParent%2BRecord%2B-%2BUser%2BGuide%2B-%2BSalesForce%2BConnector Instructions on how to create a trial environment for the Salesforce Connector, allowing users to test the integration and its features before full deployment. ```APIDOC How to create a trial environment - SalesForce Connector: Description: Guide to setting up a trial environment for testing the Salesforce Connector. URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/111182006/How+to+create+a+trial+environment+-+SalesForce+Connector ``` -------------------------------- ### v5 REST API Hello World Tutorial Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91891804/v5%2BOnline%2BVideo%2BIdentification%2BScenario%2B-%2BExample%2Binvolving%2BNamirial%2BLiveID%2Bto%2Bidentify%2Bfor%2BQES A basic 'Hello World' tutorial for the v5 REST API, demonstrating the fundamental steps to get started with the eSignAnyWhere platform integration. ```APIDOC v5 Tutorial: Hello World: Purpose: Demonstrates a simple integration to verify API connectivity. Steps: Typically involves authentication and a basic API call. ``` -------------------------------- ### v5 Beginner Guide REST Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91881983/v5%2BMultiple%2BSigners%2Bscenario%2Bwith%2Bhiding%2Bof%2Bsome%2Bdocuments%2Bfrom%2Bsome%2Bsigners%2B-%2BExample%2Bshowing%2BDocument%2BVisibility A foundational guide for beginners on using RESTful APIs with Namirial eSAW & Signature. ```APIDOC BeginnerGuide_REST_v5: Target Audience: Developers new to REST APIs or Namirial integration. Content: - Introduction to REST principles. - Basic API calls for Namirial eSAW & Signature. - Request/Response structure. - Common use cases. Resource: - Guide Link: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91894403/v5+Beginner+Guide+REST ``` -------------------------------- ### Connector for Microsoft Dynamics Documentation Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000242 Documentation for the Connector for Microsoft Dynamics, covering installation, user guides, and admin guides. ```APIDOC Connector for Microsoft Dynamics: Overview URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000296/Connector+for+Microsoft+Dynamics Package Installation: URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91944829/Package+Installation+-+Connector+for+Dynamics Description: Instructions for installing the connector package. User Guide: URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92055041/User+Guide+-+Connector+for+MS+Dynamics Sections: - Envelope List: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91992294/Envelope+List+-+User+Guide+-+Connector+for+MS+Dynamics - Create new Envelope: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000334/Create+new+Envelope+-+User+Guide+-+Connector+for+MS+Dynamics - Create new Envelope From Parent Record: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000244/Create+new+Envelope+From+Parent+Record+-+User+Guide+-+Connector+for+MS+Dynamics - Home: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91997794/Home+-+User+Guide+-+Connector+for+MS+Dynamics - Envelope Detail: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000242/Envelope+Detail+-+User+Guide+-+Connector+for+MS+Dynamics Admin Guide (Dynamics 365): URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000274/Admin+Guide+-+Connector+for+Dynamics+365 Description: Administrative guide for the connector in Dynamics 365. Package Upgrade: URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/129597532/Package+Upgrade+-+Connector+for+Dynamics Description: Instructions for upgrading the connector package. Dismissing v1.0.x to use v2.x.x: URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/582287861/How+to+Dismiss+v1.0.x+to+use+only+v2.x.x+-+Connector+for+Dynamics Description: Guide on migrating from v1.0.x to v2.x.x of the connector. ``` -------------------------------- ### Package Installation - Connector for Dynamics Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000300/Configure%2BEnvelope%2BSend%2Bfrom%2BDynamics%2BEntity%2B-%2BAdmin%2BGuide%2B-%2BConnector%2Bfor%2BDynamics This guide provides step-by-step instructions for installing the Namirial eSign connector package into a Microsoft Dynamics environment. ```APIDOC Package Installation: Purpose: Installs the Namirial eSign connector solution package into Microsoft Dynamics. Steps: 1. Obtain the connector solution package (.zip file). 2. Log in to your Microsoft Dynamics 365 instance as an administrator. 3. Navigate to Settings > Solutions. 4. Click 'Import' and select the downloaded solution package. 5. Follow the on-screen prompts to complete the import process. Dependencies: Microsoft Dynamics 365 environment, connector solution package. Outputs: Successfully installed eSign connector solution. ``` -------------------------------- ### Connector for SharePoint - Admin and Installation Guides Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91916957/Envelope%2BList%2B-%2BUser%2BGuide%2B-%2BConnector%2Bfor%2BSharePoint Documentation for installing and administering the Connector for SharePoint, covering package installation and administrative tasks. ```APIDOC Connector for SharePoint - Web part: - Package Installation - Connector for Sharepoint - Description: Guide for installing the SharePoint connector package. - Related: Admin Guide - Connector for SharePoint - Admin Guide - Connector for SharePoint - Description: Comprehensive guide for administrators on setting up and managing the SharePoint connector. - Related: Package Installation - Connector for Sharepoint, User Guide - Connector for SharePoint ``` -------------------------------- ### v5 REST API Hello World Tutorial Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91881981/v5%2BUse%2BText%2BPlaceholders%2Bto%2Binsert%2BForm%2BElements%2Bor%2BSignature%2BFields A basic tutorial demonstrating a 'Hello World' integration with the eSignAnyWhere v5 REST API. Useful for initial setup and testing. ```APIDOC v5 Tutorial: Hello World: Purpose: To provide a simple, runnable example of integrating with the eSignAnyWhere v5 REST API. Steps: 1. Set up API credentials. 2. Make a basic API call (e.g., to get system status). 3. Interpret the response. Expected Outcome: Successful API call and a 'Hello World' or similar confirmation message. ``` -------------------------------- ### Salesforce Connector - Admin Guide Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92082202/www Comprehensive administrative guide for the Namirial eSignAnyWhere Salesforce Connector. Covers installation, configuration, and management. ```APIDOC Salesforce Connector - Admin Guide: - Comprehensive administrative guide for the Namirial eSignAnyWhere Salesforce Connector. - Covers installation, configuration, and management of the connector. ``` -------------------------------- ### Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91882744/API%2BMigration%2BGuides A basic 'Hello World' tutorial to help developers get started with the eSignAnyWhere API. ```APIDOC Tutorial: Hello World: Description: A beginner-friendly tutorial to demonstrate the fundamental steps of interacting with the eSignAnyWhere API. URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91982330/Tutorial+Hello+World ``` -------------------------------- ### Connector for SharePoint - Admin and Installation Guides Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91947804/Envelope%2BDetail%2B-%2BUser%2BGuide%2B-%2BConnector%2Bfor%2BSharePoint Documentation for administrators and installation procedures for the Connector for SharePoint, covering package installation and administrative guidance. ```APIDOC Connector for SharePoint: - Package Installation: Instructions for installing the SharePoint connector package. - Admin Guide: Guidance for administrators on configuring and managing the connector. ``` -------------------------------- ### v5 Tutorial: Hello World Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91881989/v5%2BDeveloper%2BFAQ A basic 'Hello World' tutorial for developers new to the v5 eSignAnyWhere platform, demonstrating a simple integration example. ```APIDOC APIDOC: Title: v5 Tutorial: Hello World Description: A step-by-step guide to perform a basic operation using the v5 API, such as creating and sending a simple document. Example: 1. Authenticate with the API. 2. Prepare document data. 3. Send the document using the POST /documents endpoint. Related: v5 Integration Guide, v5 API Documentation ``` -------------------------------- ### Connector for SharePoint Documentation Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91913154/Admin%2BGuide%2B-%2BConnector%2Bfor%2BSharePoint This section consolidates documentation related to the Connector for SharePoint, including package installation, admin guides, and user guides. ```en Package Installation - Connector for Sharepoint: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91885286/Package+Installation+-+Connector+for+Sharepoint Admin Guide - Connector for SharePoint: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91913154/Admin+Guide+-+Connector+for+SharePoint User Guide - Connector for SharePoint: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91926389/User+Guide+-+Connector+for+SharePoint ``` -------------------------------- ### v5 Integration Guide and Tutorials Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91899773/v5%2BContract%2Bwith%2BReference%2Bto%2BExternal%2BOnline%2BContent%2B-%2BExample%2Bwith%2Bhyperlink%2Bto%2BGeneral%2BTerms%2Band%2BConditions This section covers the v5 integration guide for the eSignAnyWhere platform, including a 'Hello World' tutorial and various integration stories. It details how to use the platform for different signing scenarios. ```APIDOC v5 Integration Guide: - Overview of v5 integration - Dependencies and setup v5 Tutorial: Hello World: - Step-by-step guide to a basic integration - Code examples for initial setup v5 eSignAnyWhere Integration Stories: - Detailed examples of common integration scenarios - Covers parallel signing, bulk sending, biometric signatures, and online sales with remote signing. ``` -------------------------------- ### Connector for Microsoft Dynamics Documentation Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000292 Comprehensive documentation for the Connector for Microsoft Dynamics, covering installation, user guides, admin guides, and upgrades. ```Markdown * [Connector for Microsoft Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000296/Connector+for+Microsoft+Dynamics) * [Package Installation - Connector for Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/91944829/Package+Installation+-+Connector+for+Dynamics) * [User Guide - Connector for MS Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/92055041/User+Guide+-+Connector+for+MS+Dynamics) * [Admin Guide - Connector for Dynamics 365](https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000274/Admin+Guide+-+Connector+for+Dynamics+365) * [Automatic Update configuration (Optional) - Admin guide - Microsoft Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000649/Automatic+Update+configuration+Optional+-+Admin+guide+-+Microsoft+Dynamics) * [eSingAnyWhere Configuration - Admin Guide - Connector for Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/91994345/eSingAnyWhere+Configuration+-+Admin+Guide+-+Connector+for+Dynamics) * [Host Sign Configuration - Admin Guide - Connector for Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000280/Host+Sign+Configuration+-+Admin+Guide+-+Connector+for+Dynamics) * [Configure Envelope Send from Dynamics Entity - Admin Guide - Connector for Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000300/Configure+Envelope+Send+from+Dynamics+Entity+-+Admin+Guide+-+Connector+for+Dynamics) * [User Configuration - Admin Guide - Connector for Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/154566735/User+Configuration+-+Admin+Guide+-+Connector+for+Dynamics) * [Connector Menu Configuration - Admin Guide - Connector for Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000292/Connector+Menu+Configuration+-+Admin+Guide+-+Connector+for+Dynamics) * [Package Upgrade - Connector for Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/129597532/Package+Upgrade+-+Connector+for+Dynamics) * [How to Dismiss v1.0.x to use only v2.x.x - Connector for Dynamics](https://namirial.atlassian.net/wiki/spaces/eSign/pages/582287861/How+to+Dismiss+v1.0.x+to+use+only+v2.x.x+-+Connector+for+Dynamics) ``` -------------------------------- ### Admin Guide - Connector for Dynamics 365 Source: https://namirial.atlassian.net/wiki/spaces/eSign/pages/91944829/Package%2BInstallation%2B-%2BConnector%2Bfor%2BDynamics Administrator guide for the Namirial Connector for Dynamics 365. ```APIDOC Admin Guide - Connector for Dynamics 365: URL: https://namirial.atlassian.net/wiki/spaces/eSign/pages/92000274/Admin+Guide+-+Connector+for+Dynamics+365 ```