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    E-signature

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    E-signature

    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.

    • Configure an e-signature template

    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.

    Activation information

    To use e-signature in your application, you must activate e-signature. For information on what components are installed with the feature, see Components installed with e-signature.

    • Activate e-signature

      You can activate the e-signature plugin (com.snc.esign) if you have the admin role. This plugin includes demo data and activates related plugins if they are not already active.

    • Configure an e-signature template

      Create or modify an e-signature template to define an electronic document and signature configuration for use in task forms. Each template is associated with a document type such as a managed document or knowledge article, and you can configure the template so that the signatory is required to sign the document with their typed or drawn signature, credentials, or as an acknowledgment.

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    Release version
    Choose your release version

      E-signature

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      E-signature

      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.

      • Configure an e-signature template

      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.

      Activation information

      To use e-signature in your application, you must activate e-signature. For information on what components are installed with the feature, see Components installed with e-signature.

      • Activate e-signature

        You can activate the e-signature plugin (com.snc.esign) if you have the admin role. This plugin includes demo data and activates related plugins if they are not already active.

      • Configure an e-signature template

        Create or modify an e-signature template to define an electronic document and signature configuration for use in task forms. Each template is associated with a document type such as a managed document or knowledge article, and you can configure the template so that the signatory is required to sign the document with their typed or drawn signature, credentials, or as an acknowledgment.

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