Using Document Templates Outside of HR

gml35
Tera Guru

Hey everyone. I'm trying to get this Document Template signing working outside of HRSD. I've installed Document Templates and tied it to sc_task. When i go to that task there is basically no direction on how to sign from the record that meets the criterial of the participant.  Any guidance will be great.

 

 

1 ACCEPTED SOLUTION

According to SN, the major difference is that e-Signature is NOT an embedded signature, while document template signing is.

Also e-Signature is SN signing only, while document templates support basically any signer, like SN, Adobe, DocuSign and many others.

With Document Template signing one starts with a (PDF) document where space is reserved for signing, it is submitted to the signing authority, the signing authority adds the signature as you sign it and returns the same PDF document with signature added for further processing (i.e. storing it as an attachment somewhere); sometimes the signing authority/broker also provides some proof of signing records and - of course - keeps a proof document for itself.

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6 REPLIES 6

-O-,

 

You've been amazingly helpful and I appreciate it!

 

You're most welcome! 🙂

Also thanks for marking the correct answer.