Sign electronic documents from any desktop or mobile device with e-signature.
E-signature is a scoped application that enables users to sign managed documents or knowledge
articles with their typed or drawn e-signature, credentials, or as an acknowledgment.
Role assignment
Before you begin using e-signature, you must assign the e-signature roles to the appropriate
roles, groups, or users in your application. See Components installed with e-signature for more information.
How to use e-signature templates
Users with the e-signature administrator [sn_esign.admin] or manager [sn_esign.config_manager]
role can create e-signature templates. Each e-signature template pairs a document type to sign
(managed document or knowledge article) with a signature type (signature, credential, or
acknowledgment). For example, you could create an e-signature template for a non-disclosure
agreement that requires a typed or drawn signature.
You can then use the e-signature template in task forms to request electronic signatures from
users. In the HR Service Delivery
application, for example, you can add HR tasks to HR cases or configure HR task templates to
request electronic signatures per the selected e-signature template. See E-signature for HR for HR-specific examples.
