How do I make the signature pad mandatory for a native eSignature task?
You make the signature pad mandatory so that the Native eSignature task is marked as done only when the user electronically signs on the pad.
The Done button for the task is enabled only when the user signs on the pad.
To make the signature pad mandatory, follow these steps:
- On the home page, click the My Client Groups tab.
- Click Show More under Quick Actions.
- Click the Journey Integrations quick action in the Journeys Setup area, and click Add.
- Select Electronic signature validation for the integration category and Native electronic signature for the integration type.
- Enter the integration code, eSignature validation type, and other details.
- Select Yes in the Display signature pad field.
- Select the Enable E-Signature Validation check box.
- Click Validate, and then click Save.
- Navigate to the Journey Templates page.
- Click the journey name for whose task you want to sign.
- In the Tasks section, click the Edit icon for the task having task type Electronic Signature.
- Select Electronic Signature for the task type and Electronic Signature – Native for the signature type.
- Select the eSignature validation type that you entered while configuring the integration.
- Enter the report details and select the Open report on same tab as task check box.
- Enter the task expiry details and click Save.