how to e-sign PDF document where signature can be embedded in PDF doc.

[pinki1]

Hi,

We have a requirement to create task to e-sign PDF document. once the user e-sgin the document, signature should be visible on PDF document.

I have created a document under 'dms_document' table to upload PDF doc and published it. Then i created a e-signature template and called that document in it.

I have created a child task(service activity) to sign document. Task is creating and once employee sign document and accept it, signature is getting store under 'e-signature History' related list of task.

 

Signature is not showing on PDF Doc.

Could anyone please help on this.

Thanks in advance.

Regards,

Pinki

[Sufiyan Memon]

Hi Pinki
Mostly E-signature used for acknowledge the document. It means that signature will not populate on document. To populate some data from case and take sign from employee we mostly use Sign document.

We create new service for that and add PDF template = Document (in which we want to populate sign) in template of that newly created service.
We put type of that service as "Service Activity" and then add task. In task template we select "Sign Document" task type and assigned to as you want and set the sate of task template as "Ready". 

Once the case of that HR service is created, document send to the user and its sign will be populated.


I have done this many times and it worked for me always.


Please mark as correct if it resolve your issue  or let me know if further explanation needed.

Thanks

[pinki1]

Hi Sufiyan,

I have created HR service, HR Template and added task in 'service activity'. Template is not auto populating while creating case.

Can you suggest how I can auto-populate HR Template while creating new case.

Regards,

Pinki 

[Sufiyan Memon · Accepted solution]

Hi Pinki

HR Template is always populated when HR case of that HR service is created. 

Following I am sharing my HR Service, HR Template and HR Task template Screenshots that might help you

1. HR Service SS

 

HR Template SS

3. Service Activity 

4. HR Task Template

Compare all above SS with your work.

Please mark as correct if it resolve your issue or let me know if further explanation needed.

Thanks

[pinkiverma]

Hi Sufiyan,

Thanks a lot for your help. I have hard coded template name in record producer.

Now template is auto populating.

[Sufiyan Memon]

Welcome Pinkiverma