Using e-signature template for non-HR tasks
Create or modify an e-signature template to define an electronic document and signature configuration for use in non-HR task forms.
Before you begin
Role required: sn_esign.admin or sn_esign.config_manager
Procedure
Create an e-sign template on the required task table (for example, Incident).
See Create or modify an e-signature template. Select Managed Document in Document type and Signature in E-signature type.
Configure the task form (for example, Incident form) by adding the E-Signature Template field.
Configure the related lists on the task form by adding E-signature history.
Select the e-sign template that you have created in the Template field.
Assign a group and a user to the task.
To retrieve the signature log, navigate to System Logs > Signature Images (signature_image table). Also, you can view the E-signature history in the related list.
What to do next
When a user receives the task and moves the task to Work in Progress state, the Sign document option is available for the user to sign the document.
Parent Topic:Using e-signature