Enable electronic signature for approval

Enabling electronic signatures for approval. Electronic signatures are helpful if you must obtain a digital signature for compliance or auditing purposes.

Before you begin

Role required: admin

About this task

You can activate the Approval with e-signature plugin to require that users type in a user name and password when reviewing and approving documents.

The digital signature is not tracked or stored in the document record. Users must simply type in a user name and password after clicking the Approve or Reject button.

After activating the Approval with E-Signature plugin, ensure that a row in the e-signature registry table is created for the dms_document_revision table.

Procedure

1. Navigate to All > System Definition > e-Signature Registry.

2. Check if dms_document_revision is already listed and Enabled is set to true.

3. If not listed, click New.

4. In Table name, select Document Revision.

5. Select Enabled.

1. Click Submit.

Parent Topic:Create a document