Setting up signing documents

In order to setting up the signing of documents using an electronic signature, you must first fill in the system lookups and system settings.

Lookups

• Crypto provider for electronic signature: a crypto provider, which will later be selected in the [Current crypto provider] system setting.
• Approval statuses: the status, in which an electronic signature is required.

<aside> 💡 For example, select required status, and set the value [Electronic signature]==true.

</aside>

System settings

• Electronic signature type (attached)
• Current crypto provider

After filling in the system lookups and system settings, you can proceed to setting up signing:

1. Go to [Approval routes] section.

   

2. Open the required entry. Select the option of signing ES documents when agreeing on the route in the [Type of electronic signature] field:

   

   <aside> 💡 Note: [Type of electronic signature] is intended to indicate the option of signing documents during approval along the route.

   </aside>

   There are 3 options to choose from:

   • Paper signature: documents are not signed with ES.
   • Only the signer has an electronic signature: only the person who agrees with the [Signatory] sign signs the ES.
   • Electronic signature of the signatory and approvers: all approvers sign the ES. A hint for user has been configured for the field.

3. Go to the section, in which there are entries must be approved and open the required entry.

   Click on the [Start approving] button:

   

   Approval process started.

4. Go to the [Approvals] tab. Click on the [Take to work] button:

   

   Now this record is taken to work.

5. Click on the [Agreement] button. Select [Approved] from the list of agreements: