1. Overview

FP Sign integration allows DMS users to electronically sign PDF documents. To activate this functionality, you need to configure a special setting in the Patricia database, which contains the necessary parameters for FP Sign.

2. Prerequisites

1. Access to the Patricia Database: Ensure that you have rights to insert or update records in the PAT_DMS_SETTINGS table.
2. FP Sign Credentials: You must obtain your account details as well as your environment data for staging (test) or production beforehand.

3. Creating/Updating the Setting in the Patricia Database

1. Table: PAT_DMS_SETTINGS
2. Setting Name: fp.sign.settings
3. Setting Value: A JSON object containing the fields required by FP Sign.

Below is an example (with fictitious values):

{ "applicationId": "YOUR_APPLICATION_ID", "users": { "patriciaUser1": { "username": "fpsignUser1", "password": "fpsignPass1" }, "patriciaUser2": { "username": "fpsignUser2", "password": "fpsignPass2" } }, "originator": "YOUR_ORIGINATOR_ID", "production": false, "tenantId": 12345 }

• applicationId: Obtained from the external FP Sign system.
• users:
  • The key is the Patricia username (e.g., patriciaUser1).
  • The value contains FP Sign credentials:
    • "username": FP Sign login.
    • "password": FP Sign password.
• originator: A special identifier provided by FP Sign.
• production:
  • false for the staging environment (test environment).
  • true for production (live environment) where signatures are legally binding.
• tenantId: A numeric identifier (number) for your tenant, obtained from FP Sign.

Note: We recommend starting with production: false to test the integration in a staging environment before switching it to live mode.

4. Field Completion Guidelines

1. applicationId and originator:
   • Obtain these from your FP Sign point of contact or support team.
2. users:
   • Add entries for each Patricia user who needs access to signing.
   • Ensure the key (e.g., patriciaUser1) exactly matches the user’s name in Patricia.
3. production:
   • false (default) – run in the test environment.
   • true – activate only after successful testing.
4. tenantId:
   • Also provided by the external FP Sign system.

5. Verification and Troubleshooting

1. DMS Update:
   • After adding (or modifying) the record in PAT_DMS_SETTINGS with the name fp.sign.settings, wait 10 minutes or restart the system so that the new parameters take effect.
2. Login Test:
   • Log in as one of the users specified in the users section to confirm that the FP Sign PDF signing option is now available.
3. Error Diagnosis:
   • If errors occur, ensure that applicationId, originator, and tenantId are correct.
   • Check that the username and password for each Patricia user match valid FP Sign credentials.