Configure AFAS Signing Service

For the digital signing process, you have to activate a communication profile and configure the required dossier item type.

To activate a communication profile:

  1. Open the environment:
    • If you have a single environment, open that environment.
    • If you have multiple environments, open the environment designated as the communication environment.
  2. Go to: General / Communication service / Communication profile.
  3. Open the AFAS Signing Service communication profile.
  4. Deselect the Blocked check box.
  5. Click on: OK.

Checks on the dossier item type:

You can only configure digital signing for your own dossier item types, not for types supplied with Profit. Starting with Profit 5, more is going to be possible in dealing with the supplied types.

  1. Go to: CRM / Dossier / Configuration / Dossier item type.
  2. Open the dossier item type you want to configure for digital signing. This is only possible for the types you have added yourself, not for the dossier item types supplied with Profit.
  3. Go to the tab: General.
  4. The Link file check box must be selected. If that is not the case, the dossier item cannot contain attachments. Select the Generate document check box if you create documents in the Profit Document generator.
  5. Go to the tab: In & OutSite.
  6. Check if the dossier item type has already been configured for InSite and/or OutSite. For example, if you want to sign documents digitally in OutSite and this has not been configured, you must first configure the dossier item type. For more information please refer to Configuration in InSite and Configuration in OutSite.

Configure a workflow:

  1. Go to the tab: Workflow.
  2. Open the workflow.
  3. Add a signing task.
  4. Make sure you select the correct users for this task.

    Note: 

    All users of the workflow task can digitally sign documents.

    In the below image, the employees of user group Rol: Sales binnendienst and the sender can act as signatory and sender.

    If the manager of the workflow has rights to the task, he/she can also digitally sign documents.

  5. Drag the special Sign attachment(s) action to the task.

    If you select the Sign attachment(s) action, you can enter a description at the right. In the Action visibility field, you indicate if the action is visible in InSite and/or OutSite.

    Setting conditions for the Sign attachment(s) task is not possible.

  6. Configure the remainder of the workflow. If a contact person must sign documents via OutSite, the task must be configured with the appropriate OutSite role.

    Note: 

    All users of the workflow task can digitally sign documents.

  7. Click on: Publish.

    This makes the workflow operational.