I must integrate M-FILES with an electronic signature company, I would like some advice to carry out this integration. What would be the best option, to do it by creating a button to sign in M-Files or with workflows? I would appreciate your advice.
I must integrate M-FILES with an electronic signature company, I would like some advice to carry out this integration. What would be the best option, to do it by creating a button to sign in M-Files or with workflows? I would appreciate your advice.
Our integrations with services such as DocuSign and Adobe Sign use a workflow-based approach: the document is moved to a certain state when it's ready for signing and the integration extension uploads the document to the signing service through their API. After that the extension polls the service on a certain interval (e.g. every 20 minutes) to find ready, signed documents and downloads them back to the vault as new document versions. You can find further information in the configuration guides for these integrations.
Our official electronic signature solutions and integrations are described in M-Files Approval and Signing Solutions.
Thanks Joonas, is there an example of an integration code with an electronic signature that can help me?
No, we don't have any example code for this. The implementation of course depends on the API of the electronic signature service that you are integrating with, I suggest that you view their API documentation.
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