Enable electronic signature for approval

This topic explains how to enabling electronic signatures for approval. Electronic signatures are helpful if you must obtain a digital signature for compliance or auditing purposes.

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.

Approver Authentication

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 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.
    e-Signature Registry
  6. Click Submit.