This usecase describes the steps necessary to integrate the ZealiD digital signature service into Engage document co-browsing.
You can enable the ZealiD integration in the
There are four necessery pieces of information needed:
- Your ZealiD CustomerId .
- Your ZealiD API access token.
- ZealiD API base link.
- Your ZealiD API init link.
If the ZealiD integration is enabled, a button is shown in the document co-browsing view, that starts the signing process.
First a QR code must be scanned to verify the identity of the user. If the user already signed a document before, this step is skipped.
Now another QR code is scanned to actually sign the document.
After the signing process finishes the user may download and/or open the signed document in the co-browsing view.
- Make sure that the information in the settings page are correct and that your access token is valid.