Sign forms electronically

Some forms may require an electronic signature in order to submit the form in the Task List.

About this task

Note: If a Windows user is required to electronically sign a form or a task list action, the user logged into the Workflow client must also be a Windows user. A Windows user cannot sign forms when a Workflow user is signed in to the client.

Procedure

  1. In the Task List, complete the form, and then click Submit.
    The Electronic Signature panel appears.
  2. In the Performer Signature area, enter the required information to authorize the action.

    For example, if the workflow author configured the Form activity to use the Operator group as valid performers, then only a user who is a member of that group can sign as a performer.

    1. Select an authentication type based on your login credentials.
      • Workflow
      • Windows
    2. If you selected:
      • Workflow, in the respective fields, enter a user name and password.
      • Windows, in the respective fields, enter a user name, password, and domain name.
    3. Optional: In the Comment area, enter more information related to the signature.
  3. Proceed based on performer signature verification requirements.
    If the performer signature...Then do this...
    requires verificationClick Sign to display the Verifier Signature area, and then go to step 6. If you do not want to continue, click Cancel.
    does not require verificationClick Sign and Submit.
    Note: In this scenario, this action represents the last step of the electronic signature process, and you do not have to complete the remaining steps of this procedure.
  4. In the Verifier Signature area, enter the required information.
    For example, if the workflow author configured the Form activity to use the Supervisor group as valid verifiers, then only a user who is a member of that group can sign as a verifier. The verifier signature cannot be completed by the personnel resource associated with the same user account as the one for the performer signature.
    1. Select an authentication type based on your login credentials.
      • Workflow
      • Windows
    2. If you selected:
      • Workflow, in the respective fields, enter a user name and password.
      • Windows, in the respective fields, enter a user name, password, and domain name.
    3. Optional: In the Comment area, enter more information related to the signature.
  5. Collect the verifier's electronic signature.
    For a...Click...
    task/task step actionSign and OK
    formSign and Submit
  6. Optional: To make changes before submission, click Cancel Signing to close the electronic signature panel. When the changes are complete, you must restart the signing process.