Check contact details for the AFAS Signing Service

The digital signing process uses text and e-mail messages. For an internal signature via InSite, the signatory receives a text message containing a code. For an external signature, the signatory first receives an e-mail message and then a text message. That is why it is essential that mobile phone numbers and e-mail addresses are recorded correctly. If that is not the case, the messages of the digital signing process are received by the wrong person.

Telefoonnummers

All InSite users should have a valid phone number to receive SMS messages. A phone number should always start with a country code, like +31, +32 or +599.

If a phone number doens't start with a country code, the phone number will be changed for SMS messages:

  • Does the phone number start with a ‘+’ followed by at least 6 digits? Than the phone number is valid.
  • Does the phone number start with ‘+’, followed by the country code? Then the country code may not be followed by '0'.

    For example: the phone number +310612345678 is wrong, it should be +31612345678 (without the '0' after the country code).

  • Does the phone number start with ‘0’, followed by at least 4 digits? The digit ‘0’ will be replaced with ‘+31’ and the result is a valid phone number.

    Note: Because of this, all numbers without a country code will be changed to a phone number with the Dutch country code (+31).

  • If a phone numbers is stored in a different format, an error message will occur when you use the number when applying a digital signature.

To check the phone numbers of InSite users:

These phone numbers apply if a user is logged on to InSite.

  1. Go to: CRM / Organisation/person / Organisation/person.
  2. Filter by Yes in the User column to display only users.

    Crm_AFAS Signing Service contactgegevens

  3. Open the properties of a user.
  4. To send text messages, Profit uses the first valid/usable phone number; the other phone numbers are ignored.
    1. Work cell ph.
    2. Private mobile no.
    3. Work phone no.
    4. Personal phone no.

To check the phone numbers of contact persons of organisations:

These phone numbers apply if an OutSite user is logged on as a contact person of an organisation.

  1. Open the properties of the organisation.
  2. Go to the tab: Contacts.
  3. Open the properties of a contact person.

    Profit uses the first valid/usable phone number.

    1. Work cell ph.
    2. Work phone no.

    Crm_AFAS Signing Service contactgegevens

To check the phone numbers of persons:

These phone numbers apply if an OutSite user is logged on as a person.

  1. Open the properties of a person.

    Profit uses the first valid/usable phone number.

    1. Private mobile no.
    2. Personal phone no.

To check the e-mail addresses of persons/contact persons:

When sending e-mail messages, Profit uses the below e-mail addresses in the order they are listed:

  1. E-mail access (e-mail address used to log on to OutSite, Portal access tab).
  2. Work e-mail
  3. Personal e-mail

Directly to

  1. AFAS Signing Service
  2. Configuration
  3. Check user and contact person contact details
  4. Sign documents digitally via the workflow
  5. Logging of digital signatures