Configure signature for a process

Specify required signatures for process

After defining signatures for an entity, you can add signature requirements to individual workflow actions.

Configure signatures for a process

1. From the Tools menu, open the System management menu.

2. Double-click to open Entities and Workflows.

   

   The Maintenance of entities and workflow window opens.

3. Right-click an entity and click Processes on the context menu.

   

   The Processes window opens.

4. Right-click a process and click Signature usage on the context menu.

   

   The Add / Remove Signatures window appears for this particular process.

   

5. Select the Use signature checkbox to apply a signature for this process.

6. Apply additional options, if desired. Click Save on the main toolbar.

   Is required	Specifies whether the signature is required or not.
   Hide "Behalf of"	Specifies whether the ‘On behalf of’ drop down is hidden. See Filter on behalf of list.
   Allow "free text"	Specifies whether free text is allowed for the signature field. See Allow free text for workflow signatures.