With the new signature interaction, you can set during document edit, who should be authorized to sign reports during signature interaction. To do this, select a group of people, such as group or department managers, or individual users. This ensures, that signatures in your reports are only made by the authorized person. In addition, you can ensure the n-eye principle for control.
You can find addtional details for the signature interraction as Advanced Electronic Signature (AES) in this article.
Signature Interaction configuration for user groups and individual users
Insert the signature interaction into your document. Click the arrow to open the interaction to make further settings. If only a selected person is to be authorized for acceptance, select Responsible user(s). You can enter and select a user via the search field.
Use the Responsible group(s) option, if a defined group of people should be authorized to sign the report. You can enter and select a user group via the search field. All users who belong to this group, are eligible for signature.
Signature in the Report
If you are authorized to use the digital signature, you can sign in the reports using the digital signature button.
If you are not authorized for the signature, you can request the signature. To do this, click the request signature button.
This will automatically create a task for the authorized user or group and they will receive a notification in the software. By clicking on the new task, the user gets an overview of the task and can click directly into the report to sign it. Once the signature is done, the task is automatically marked as completed.
