E-Sign Message
This page describes where to use and find a e-sign message type
What is an e-sign message?
An e-sign message can be used within your OpenDialog chatbot to collect and gather signatures from your users. Users can input their signature and then send it over, to be stored by you and used in the future.
When to use e-sign messages
E-sign messages are best used when collecting data from the users. For example, if a user is signing up to a new insaurance policy, and the contract requires a signature to be completed.
How to create an e-sign message
Via the custom message in Message Editor
Navigate to the Message Editor and create a Custom Message. Copy the XML snippet at the bottom of this page into the black box, or select esign-message from the drop down, and your chat message will appear in the Preview panel.
Fill in the template with the properties of your particular message and when you are happy with it make sure to save your message and test it in the Test Preview chat window.
Open your OpenDialog application
Select the Scenario that you wish to edit
Select Design from the left hand panel and select Messages
Go into the message that you want to add a message block to
Add a 'Custom Message' block
Select 'e-sign' from the drop down
Add in your own text to the fields you want to customise
To preview your message, go to the Preview section
XML Snippet
<esign-message>
<text>ESign Text</text>
<callback>Continue</callback>
<attribute_name>esign_attribute_name</attribute_name>
<signature>true</signature>
<submit_text>ESign Submit Text</submit_text>
<resign_text>ESign Resign Text</resign_text>
<confirm_text>ESign Confirm Text</confirm_text>
<checkbox_text>ESign Checkbox Text</checkbox_text>
<cancel_text>ESign Cancel Text</cancel_text>
<cancel_callback>esign_cancel_callback</cancel_callback>
<document_text>Document Text</document_text>
<document_title>Document Title</document_title>
<file_name>signature.pdf</file_name>
<file_path>/signatures/test</file_path>
</esign-message>How to use e-sign messages
Saving a message: Always remember to hit 'Save Message' before closing or navigating away from the edit screen.
How to construct an e-sign message
When structuring a message, you are able to use multiple different message blocks together to create the message that you are looking for. However, when it comes to ordering and structing these, there are some rules that need to be followed. To learn more about this, please head to the Constructing Messages page for more information.
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