Configuration Options for Electronic Signature Task in Journeys

This table summarizes the different configuration options for an electronic signature task type and the effects of the configuration.

Electronic Signature - Basic Electronic Signature - Advanced
Report Path Specified No Yes
Document Type Specified No Yes
Document Record Created No Yes
Task Interaction Details
  • See Document isn’t available, since there’s no associated report template.
  • Basic electronic signature details (name, email, and date signed) are stored in the database and displayed on the completed task page.
  • Since there’s no document generated, there’s no document record created.
  • See Document displays the report with either the signature details populated or unpopulated based on the data entered by task performer.
  • Basic electronic signature details (name, email, and date signed) and IP address of signer are stored in the database and displayed on the completed task page.
  • Once the task is completed, the signed document is available in Document Records against the document type specified in the task setup.