Hi All,
Can someone please guide how can we achieve the following use case -
HR task (Type- E-signature) to be assigned so that assignee can provide digital signature (using OOTB E-sign capability only, no third-party integration for e-sign). OOTB for this at the time of task creation we need to select the E-signature template (for e.g. Corporate Credit Card Agreement pdf).
Now what is required is that
(1) on this template that is been triggered to the assignee for signing should dynamically get populated with assignee's name & department (from user table)
(2) once assignee provide digital/draw signature and task gets completed his signature & date when task was completed should also get populated on the pdf template at the designated place.
(3) The pdf template that gets attached to the case after the task completion should have all this information/dynamic data.
What currently happens OOTB (screenshot below) is we only get an acknowledgment of signature upon task completion, but signature does not get captured over the pdf document template, document remains as is.
Thanks!!
