1. Implementing Onboarding (Transitions)
  2. Configuring an Electronic Signature Field to Capture Data on a Form

Configuring an Electronic Signature Field to Capture Data on a Form

The Manage user-defined forms to display and collect data permission is required.

Configuration > [Onboarding (Transitions)] Administration > User-defined Forms

  1. Click a user-defined form.
  2. Create a space in the form to insert the electronic signature. For example, you may need to add a row.
  3. In the Field Chooser menu, click ESignature and then find the desired set of four ESignature fields in this list.
  4. Drag and drop the desired main ESignature field to be used for capturing the assignee's input.
  5. Click the field to display the Selected Element Properties section at the bottom of the form.
  6. In the Mandatory drop-down list, click Yes.
    It is not mandatory to make the main ESignature field mandatory but it is a good practice. You will probably want to force the assignees to provide an electronic signature and have it validated when they complete the form.
  7. Click Save.

The ESignature field can be used in a process.