integration
Solar e-signature integration assessment
Map document preparation, recipients, sending, signature status, countersignature, executed files, audit context, and failure handling.
01
Define what signature changes in the workflow
Signature status needs a clear relationship to commercial acceptance, document retention, project creation, and exception handling.
- Template and preparation
- Recipients and send
- Signature and countersignature
- Archive, acceptance, and failure
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Document and template
- Recipients and roles
- Envelope or request status
- Executed file and audit context
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Signature provider
- Authentication and permissions
- Commercial acceptance rule
- Failure, cancellation, and archive
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Who prepares the document?
- What completes signature?
- Where is the executed file retained?
- What happens when signing fails?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.