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BettyCole
Known Participant
August 26, 2016
Answered

Captivate and Docu-Sign?

  • August 26, 2016
  • 4 replies
  • 1233 views

I am creating a course in Captivate 8 that requires each employee to sign and submit a course certificate upon successful completion of the course (must pass end-of-course quiz).  Current process is to have the employee print, sign, scan, and email the signed certificate to the appropriate people.

We have used docu-sign with PDF documents and Human Resource forms.  Does anyone know (1) is it possible to use docu-sign for electronic signatures in Captivate certificates; and (2) if, yes, how to do this?

We do not have (nor is it in the immediate future to have) an LMS.  We are developing a company intranet in SharePoint from which the employees will access the course.  I am working with the IT department to set up posting results from the quiz to the internal server (SharePoint).  If Captivate can "capture" an electronic signature on the certificate; hope to somehow work into including that in an email to the server.

Appreciate your time and any assistance you may offer.

Thanks!

This topic has been closed for replies.
Correct answer Jesse Novak

Allen is correct.  I was able to use a web object in Captivate to embed eSign and then a user would be able to put in their email address and sign the document which would then send them the signed copy.  I have not tested this with DocuSIgn but i assume as long as you can create a weblink to a DocuSign document to be signed and it allows the user to put in their email address and sign it would work the same way.

Jesse

4 replies

BDuckWorks
BDuckWorks
Inspiring
September 9, 2016

Betty,

As long as Docusign can generate a URL for mass signing, you should be able to generate a shareable URL that you can provide through Captivate button, link or action on a shape.

Worst case, you may have to submit a list of employee names, emails, etc to Docusign and get back a list of URLs.

SharePoint can support a custom field, so you could upload just the individual URLs, and provide the link via the custom field after they complete the course.

B
BettyColeAuthor
Known Participant
August 26, 2016

Thanks, all.

I am not the DocuSign user, so I am still working on testing Jesse's proposed solution.  It may work ...

I will also check with some of the programmers here at work to see if they can assist in any way.

I tried to reply to the responses, but was unable to do so for some reason (is it because I posed this as a question instead of a discussion?).

Allen_Partridge
Adobe Employee
Allen_Partridge
Adobe Employee
August 26, 2016

Jesse tried doing this with Adobe eSign - embedding the eSign document directly into the Captivate file using the embed Web object earlier this year and found  that it worked as expected. I don't know that we've tried it with DocuSign - but of course Adobe eSign is better anyway.

I'll reach out to Jesse in case he has any comment on the workflow.

--Allen

Jesse Novak
Jesse NovakCorrect answer
Participating Frequently
August 26, 2016

Allen is correct.  I was able to use a web object in Captivate to embed eSign and then a user would be able to put in their email address and sign the document which would then send them the signed copy.  I have not tested this with DocuSIgn but i assume as long as you can create a weblink to a DocuSign document to be signed and it allows the user to put in their email address and sign it would work the same way.

Jesse

RodWard
Community Expert
RodWardCommunity Expert
Community Expert
August 26, 2016

Captivate doesn't currently offer this capability.  You would need a custom-programmed solution of some kind.

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