Configure electronic signatures for use during workflow run time

You can configure electronic signatures to be available when a workflow is running to verify a task/task step action or a form.

Procedure

  1. You can configure an electronic signature from various locations within a workflow depending on which action during run time you want to set an electronic signature against.
    To add signature to a...Do this...
    Task
    1. Open a workflow model resource.
    2. At the workflow level, click the E-Signature tab.
    Task Step
    1. Open a workflow model resource.
    2. Drag and drop a Local Subprocess into the workflow and select it, or select an existing subprocess.
    3. Click the E-Signature tab.
    4. Select the Override Workflow E-Signature check box.
    Form Configure a Form activity.
  2. On the configuration panel, in the Electronic Signature Settings area, select the Signature Required check box.
  3. In the Valid Performers field, click the ellipsis button to select the security group (personnel resource) that the signature performer must be a member of.
  4. If you want the task/task step action or form to close and the workflow to proceed if the electronic signature fails, select the Close if Signature Fails check box.
    Note: A task/task step action or form can be cancelled without a signature if it has been preconfigured to do so; however, if you cancel, the task step is skipped and the workflow continues.
  5. If a second signature is required before the task/task action or form can be submitted, do the following.
    1. Select the Verifier Required check box.
    2. In the Valid Verifiers field, click the ellipsis button to select the security group (personnel resource) that the signature verifier must be a member of.
  6. In the E-Signature Description field, enter a description of the action being performed or the values that were entered on the task/task step action or form. This description is recorded with the electronic signature record.
  7. Click Save.