OK dokument (Independent Publisher) (Preview)

OK dokument delivers an easy to use and customizable electronic signature and digital document distribution platform that integrates seamlessly into your existing systems

This connector is available in the following products and regions:

OK dokument - electronic signature

OK dokument delivers an easy to use and customizable electronic signature and digital content distribution platform that integrates seamlessly with your existing systems.

Publisher

Seyfor Slovensko, a.s.

Prerequisites

You need to have an account at https://app.okdokument.com and a valid API key generated by the OK dokument service.

Supported Operations

1. Document Upload

Action used for uploading a PDF file to the document signature service. This action takes a base64 string and uploads it to the OK dokument API platform.

Document passes several states during its lifetime. OK dokument API uses the following document states:

• tags – state that searches text tags and inserts signature acrofields. After successful insertion of acrofields it automatically changes state to tosign
• tostamp – state that insert digital stamp into the document
• tosign – document ready to be signed
• signed – signed document (within given signatureRequestID)
• errorsendinfo – error while calling info service
• canceled – canceled document – signer pressed the “Cancel” button in the document

Signature acrofields

Acrofield is a type of active field supported in PDF. A signature acrofield is a special type of active field that allows a signature to be inserted into a document at a fixed location. Acrofields can be inserted into PDFs with specialized PDF tools such as Adobe PRO, or with template tools such as JasperReport.

Tags

A tag represents a unique text value that the API server scans. If it finds it, it inserts the signature acrofield in its place. The tag lookup is provided by the "tags" document state, which must be set when the JSON/document service is called. OKdokument API supports the following tags for optional signature:

_SO1_ _SO2_ _SO3_ _SO4_ _SO5_

OKdokument API supports the following tags for mandatory signature: _SC1_ _SC2_ _SC3_ _SC4_ _SC5_

If mandatory tags are used, all visible mandatory signature acrofields must signed before submitting the document.

In case it is not possible to prepare documents with signature acrofields or tags when registering signatureRequest, it is possible to enable "sign anywhere" functionality, which will allow the user to sign the document at any location, simple where the user clicks/taps

Convert document to PDF

OKdokument API supports conversion of .doc, .docx, .xls, .xlsx into PDF file format. The source file can contain also tags, OKdokument API will first do the file conversion and then automatically inserts signature acrofields.

To convert file into PDF you must fill name of the document. This parameter is mandatory if you want to do the file conversion to PDF format. For conversion the file postfix must be:

• contract.doc
• contract.docx
• contract.xls
• contract.xlsx

Storing and deleting documents

OK dokument API does not serve the role of a permanent archive of signed document. Following rules are applied:

1. Signed document is automatically deleted 10 days after signing
2. Unsigned document is automatically deleted after 30 days after uploading

2. Signature Request

This action is used for generating signature request ID. Within this action you have to use Document ID. The Document ID is a result from Document upload action.
In this action you can transform your signature process into a multistage signature process. Adding additional parameter "Signature fields" allows you to manage what should be available in each signature request. You can use acrofields with internal names

_SO1_ _SO2_ _SO3_ _SO4_ _SO5_

OR

_SC1_ _SC2_ _SC3_ _SC4_ _SC5_

This action can be used multiple times in your process. Signature request action is generated in OK dokument service as "Signature request" and this ID is unique for every "Sign" action.

To send request for document signature you use response attribute URL and use it in email, push notification or MS Teams to ask someone to sign specific document.

Once document is signed you can use “Signature request” to change the document state to “tosign” and create new signatureRequestId and prepare the document for next signature. Than the process repeats steps 3 – 5.

Example of Signature request with one mandatory acrofield

_SC1_

Example of Signature request with one mandatory acrofield and on optional acrofield in one signature request _SC1_;_SO2_

Additional rules in Signature request

Additional rules can be used to:

• Disable or enable Sign Anywhere feature
• Predefine value for signer name
• enabling the input for signer name
• enabling sending signature request from OK Dokument
• enable email reminder
• OTP (one time password) configuration via email or SMS
• sign document with OTP
• disable signing with the mouse

Syntaxt for writing signature request rules
RuleName-Value

Syntaxt for writing multiple signature request rules
RuleName1-Value_RuleName2-Value_RuleName3-Value

Example of Signature request with enabled Sign Anywhere
signAnywhereEnabled-true

Example of Signature request with disabled Sign Anywhere and enabled Signer name with prefilled value
guiSignerName-John Doe_guiRequestSignerName-true_signAnywhereEnabled-false

Example of Signature request with disabled Sign Anywhere, enabled Signer name with prefilled value, defined OTP email to open signature request, email where signature request is sent, email template language, signature request sender email
guiSignerName-John Doe_guiRequestSignerName-true_signAnywhereEnabled-false_openOtpEmail-john.doe@[email protected][email protected]_mouseSignature-false

Expiration time

Default value for signature request expiration is 24 hours. You can extend this time range up to 10 days using this parameter expirationTime. Signature request ID expiration time. Time in Milliseconds since Jan 1, 1970 00:00:00 UTC

Email

OKdokument API allows you to share signatureRequest url via e-mail. To send email you have to use rules:

• emailTo – email of the signer
• emailFrom – email of the sender
• nameFrom – name of the sender

Email will be delivered from [email protected], but when the signer hits reply/reply all button, the response will be sent directly to the sender (emailFrom). We recommend also using the following rules for additional setup in the signing process:

• emailFinal – email for sending the signed document. By default, emailTo is used, but it can be changed. In case of multi-round signing, use this rule in the last signing round and fill all singers’ email addresses. Example: [email protected]|[email protected]
• emailNotification - email for sending reminder that document is awaiting signature.
• language – language of the email template
• filename – document name, that will be used in the email template. If filename is not filled, technical document ID will be used as a document name

3. Wait for Signature

Trigger action „Wait for Signature“ can be used in your process. „Wait for Signature“ action is waiting till document signature is confirmed in OK dokument service by clicking the Submit button. Once signature is submitted this trigger action is completed. You can use this action if you need to wait for document signature confirmation in your process.

4. Download signed document

This action allows you to download signed document and process the document in additional steps in your system or save it to SharePoint or other document storage system.

5. Delete document

Once your document is signed, you can delete the document from OK dokument service using action delete manually. All uploaded documents are deleted automatically after 60 days and signed documents are deleted after 10 days.

Obtaining Credentials

You can get the API key required to use OK dokument service by subscribing at https://okdokument.com/en/about/api/.

Known Issues and Limitations

Currently there are limitations to using acrofields and tags. The only possible use of tags or acrofields is predefined string format in your process: _SC1_, _SC2_, _SC3_, _SC4_, _SC5_ or _SO1_, _SO2_, _SO3_, _SO4_, _SO5_ .

Custom acrofield internal names are currently in use:

Deployment Instructions

Please use the instructions located here to deploy this connector as custom connector in Microsoft Power Automate, Power Apps or Azure LogicApps.

Creating a connection

The connector supports the following authentication types:

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Throttling Limits

Actions

Document Delete

Document Upload

Download Signed Document

Signature Request

Triggers

Wait for document signature

Definitions

binary