Secured Signing Electronic Signatures; added Attachments to Smart Tag requests

The Secured Signing Electronic Signature service within finPOWER Connect now supports attachments for Signer invitees.

The email to the signer can include one or more Attachments. These are documents not intended to be signed, e.g. a disclosure statement.

The Attachment can be included and optionally uploaded as part of a SmartTag request.

The best way to use an attachments is to add them to your Document Library within Secured Signing. Go to My Account, My Settings, make sure, under WeSign Process, "Document Library (Attachments)" is turned on and then click "Manager Document Library". Add your Attachments here.

Then, in finPOWER Connect, go to Global Settings, Electronic Signatures, Secured Signing and click "Verify". At the bottom of the page a list of Attachments will be shown. Note the Reference, and use in the script, as below:

' Add Signer with Attachment
With .Signers.Add(FirstName, LastName, Email)
  .Attachments.Add(AttachmentReference)
End With

The following code demonstrates how to upload an Attachment as part of the SmartTag request.

Dim SmartTagAttachment As ISElectronicSignatureRequest_SecuredSigning_SmartTagAttachment

' Add Attachment
SmartTagAttachment=.Attachments.Add(AttachmentFileName)

' Link attachment to Signer
With .Signers.Add(FirstName, LastName, Email)
  .Attachments.Add(SmartTagAttachment.Key)
End With