Dashboard platform administration, Add Modules

Certificate Issuance

The Certificate Issuance module issues a digital certificate tied to a verified identity, supporting legally binding and compliant document signing.

For an overview of this module and how it works, see Certificate Issuance.

Supported with:

✅ Workflows | ✅ Flows

Add Certificate Issuance to Workflows

  1. In the left menu in Dashboard, click Flow Builder > Workflows.
  2. Click New or select an existing Workflow.
  3. Add the Certificate Issuance module. Do one of the following, depending on whether you have the New or Classic view enabled in the toggle in the top right:
    • New: Click Add node Icon of a plus sign > Modules, then search for and select Certificate Issuance.
    • Classic: From the Modules list, drag and drop the Certificate Issuance module into the builder.
  4. You can click Options Icon of three dots stacked on top of each other > Edit on the module node to open the Configuration Options panel and adjust settings as needed.

Add Certificate Issuance to Flows

  1. In the left menu in Dashboard, Flow Builder > Flows.
  2. Click New or select an existing Flow.
  3. On the Select Modules tab, find the Certificate Issuance module and click Add.
  4. You can click Details & Configurations to open the Configuration Options panel and adjust settings as needed.

Configuration Options

This section details all the configuration options available for this module. The options that appear depend on whether you have the New or Classic view enabled in the toggle in the top right in your Flow or Workflow. After changing anything, click Save configuration before closing the configuration panel.

The options you see in your configuration may differ from those documented below. Contact your Incode representative for more information.

Configuration Options: New

View image of configuration panel

Image of Certificate Issuance module configuration in Workflows. Availability listed for Web, iOS, and Android. Has two configuration options

Setting Description
Region The region in which the certificate is issued. Select the region for your regulations: for example, EU. Contact your Incode Representative to enable this option for your organization.
Type of Certificate for Signature The certificate validity type used for document signing:
• One Time: 10 minutes; best for single-document, single-signature scenarios
• Short Term: 30 minutes to 24 hours; best for multiple transactions or documents within the same session
• Long Term: 10 days to 2 years in Mexico, and up to 3 years in the EU; best for ongoing use.

Configuration Options: Classic

View image of configuration panel

Image of Certificate Issuance module configuration in Workflows. Has two configuration options..

Setting Description
Region The region in which the certificate is issued. Select the region for your regulations: for example, EU. Contact your Incode Representative to enable this option for your organization.
Type of Certificate for Signature The certificate validity type used for document signing:
• One Time: 10 minutes; best for single-document, single-signature scenarios
• Short Term: 30 minutes to 24 hours; best for multiple transactions or documents within the same session
• Long Term: 10 days to 2 years in Mexico, and up to 3 years in the EU; best for ongoing use.

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