Esign Agris Setup

This page will show you how to setup the Agris Environment for Esign.

AGRIS Setup

1. Ensure AGRIS license is updated

2. Navigate to Maintenance > Dataset Maintenance > (Select Dataset) > Extended Options > NAM

   1. eSign requires that the AGRIS license is updated with NAM-11 turned on.

      1. Open

         

3. Setup SIG Contact Remark Type in NAM

   1. NAM> Setup Information > Contact/Remark Type

   2. Enter SIG for the Contact/Remark

   3. Enter “eSign Signature Email” for the Description

   4. Contact Category = E

   5. Hierarchy Sequence = 1

      1. Open

         

   6. Save/Exit

   7. Setup an email address for a customer in NAM for testing.

   8. To import existing email addresses into the SIG remark, see Exporting Existing Email Addresses and Importing Back in to Add SIG Email Addresses for eSign and reach out to Support

Security

AGRIS Security for users sending out Contracts

SYS | Maintenance | Location Maintenance: Must be a 3 for process ability.

Open

1. GRN | Contract | Contract Maintenance: Must be a 5 or higher for Edit ability

   1. Open

      

1. GRN | Purchase Contracts and Sales Contracts need to be stet to a 3 or higher for Process.

   1. Open

      
   2. Open

      

Forms

1. Grain Contract Form

   1. Grain Contracts MUST be Graphic Forms

   2. Contracts must create a copy in AttachToo before it is picked up in the Actionlist.

      1. GRN > Contract Forms > Select Graphic Form

      2. Output Type 4

      3. At the bottom of the first screen, Put a D in the last box (Create Additional Copy in a Folder? = D

         1. Open

            

      4. Click Next - Add Y's to the options for Create Additional Copy when Printing to (other options)

         1. Open

            

      5. Proceed until you can Save/Exit

2. Default Grain Contract Forms (Optional)

   1. Set default contract form(s) for printing different types of contracts.

   2. All contracts for eSign must save to AttachToo.  Repeat steps above for each form that will be used for eSign.

3. Contract Type Edits

Open

1. For eSign to work, the Contract Signed status cannot be left blank, AND it cannot be a Y.

2. Edit each Contract Type (Available Fields for Purchases and Sales) to include the following:

   1. Signed Status (5)

      1. Open