Manual:Electronic Signatures: Difference between revisions
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#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).[[File:Add signature.png|center|thumb|700x700px]] | #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).[[File:Add signature.png|center|thumb|700x700px]] | ||
5. A Flex Search pop-up will appear with existing record approval types. If you want to add an existing approval type simply select it, otherwise select ‘Add New Record’. The following pop-up will appear: | |||
A Flex Search pop-up will appear with existing record approval types. If you want to add an existing approval type simply select it, otherwise select ‘Add New Record’. The following pop-up will appear: | [[File:Pop up.png|center|thumb|400x400px]] | ||
Select ‘Yes, and Edit’. | Select ‘Yes, and Edit’. | ||
You will then be taken to the Record Approval Types screen. Select ‘Edit’ and enter in the relevant information about the approval. The name or type of the approval should be entered in ‘Approval Type’. Users who have the authority to sign off on the approval should be added to the ‘Only These Users are Approved’ table. Only users added to this table will be allowed to sign off on the approval (see below). | 7. You will then be taken to the Record Approval Types screen. Select ‘Edit’ and enter in the relevant information about the approval. The name or type of the approval should be entered in ‘Approval Type’. Users who have the authority to sign off on the approval should be added to the ‘Only These Users are Approved’ table. Only users added to this table will be allowed to sign off on the approval (see below). | ||
[[File:Record approval types.png|center|thumb|700x700px]] | |||
Private Flag: Checking this flag hides the signatures from users who do not have Read access to the Approval Screen. If it is unchecked all users will be able to see the signatures. | -Private Flag: Checking this flag hides the signatures from users who do not have Read access to the Approval Screen. If it is unchecked all users will be able to see the signatures. | ||
Remove All Sig: Checking this flag will cause this electronic signature to remove all remaining ‘signature required’ notifications for other signatures. | -Remove All Sig: Checking this flag will cause this electronic signature to remove all remaining ‘signature required’ notifications for other signatures. | ||
Once the appropriate information for the approval type has been entered click ‘Save’. If you click ‘Back’ you will now see that the record approval type that you created will have been added to the Electronic Signature table (see below). | 8. Once the appropriate information for the approval type has been entered click ‘Save’. If you click ‘Back’ you will now see that the record approval type that you created will have been added to the Electronic Signature table (see below). | ||
[[File:Signature added.png|center|thumb|700x700px]] | |||
If you open a purchase order and select the ‘Approvals’ side bar tab, you will now see the approval you created (see below). | 9. If you open a purchase order and select the ‘Approvals’ side bar tab, you will now see the approval you created (see below). | ||
[[File:Purchase order.png|center|thumb|700x700px]] | |||