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.

Figure 1. Digital signature

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.

   

6. Click Submit.