Manual:Electronic Signatures: Difference between revisions

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Electronic signatures allow users to sign off on system objects and appear in the Approvals tab on the Relationships Bar. For example, an electronic signature can be configured for Purchase Orders so that a manager can electronically sign the purchase order to approve it. To configure an electronic signature, follow the steps below:

~~<br />~~

#Navigate to the Electronic Signature Configuration Screen by selecting the Administration menu and Options > Electronic Signature Configuration.

#In the Flex Search pop-up, select the object that you would like to attach an approval to (see below).[[File:Select object.png|center|thumb|700x700px]]

# Navigate to the Electronic Signature Configuration Screen by selecting the Administration menu and Options > Electronic Signature Configuration.

#There are two types of Electronic Signatures that can be configured. One will prompt the user to enter their Epiphany credentials before the sign off, while the other will allow the user to sign off with a single click.

# In the Flex Search pop-up, select the object that you would like to attach an approval to (see below).

#To add a signature to the Approvals for the object you selected, click Edit and the <add> under the signature type that you would like to add (see below).

# There are two types of Electronic Signatures that can be configured. One will prompt the user to enter their Epiphany credentials before the sign off, while the other will allow the user to sign off with a single click.

# To add a signature to the Approvals for the object you selected, click Edit and the <add> under the signature type that you would like to add (see below).

@@ Line 3: / Line 3: @@
 Electronic signatures allow users to sign off on system objects and appear in the Approvals tab on the Relationships Bar. For example, an electronic signature can be configured for Purchase Orders so that a manager can electronically sign the purchase order to approve it. To configure an electronic signature, follow the steps below:
-<br />
+#Navigate to the Electronic Signature Configuration Screen by selecting the Administration menu and Options > Electronic Signature Configuration.
+#In the Flex Search pop-up, select the object that you would like to attach an approval to (see below).[[File:Select object.png|center|thumb|700x700px]]
-# Navigate to the Electronic Signature Configuration Screen by selecting the Administration menu and Options > Electronic Signature Configuration.
+#There are two types of Electronic Signatures that can be configured. One will prompt the user to enter their Epiphany credentials before the sign off, while the other will allow the user to sign off with a single click.
-# In the Flex Search pop-up, select the object that you would like to attach an approval to (see below).
+#To add a signature to the Approvals for the object you selected, click Edit and the <add> under the signature type that you would like to add (see below).
-# There are two types of Electronic Signatures that can be configured. One will prompt the user to enter their Epiphany credentials before the sign off, while the other will allow the user to sign off with a single click.
-# To add a signature to the Approvals for the object you selected, click Edit and the <add> under the signature type that you would like to add (see below).

Manual:Electronic Signatures: Difference between revisions

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