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

pinki1 · ‎02-11-2020

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 · ‎02-13-2020

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

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Samson Calma · ‎06-18-2020

Hi Sufiyan,

I think above steps works when the Sign Document still available. Now, this is already disabled when the new e-signature application scope is released.

Samson Calma · ‎06-18-2020

Hi Sufiyan,

I think above steps works when the Sign Document still available. Now, this is already disabled when the new e-signature application scope is released.

anshika11 · ‎09-08-2020

Hi Sufiyan,

I dont see a HR task type "Sign document" in the list of choices.

Thanks!