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Manual Signature

The Manual option indicates that the signature was physically obtained on paper.

Add a Manual Signature

Notes: The email used for signature confirmation must not be associated with any system user.

Manual Approval Example

  • Step #1: Select the type "Manual Input".

  • Step #2: Add the user's information (Type, Name, Email, Position, and Phone).

  • Step #3: Press the icon to add the user.

  • Step #4: Save the identified users by clicking the green checkmark icon .

To remove a user, press the icon.

Tips

  • All fields with * are required to be filled.

  • To add more than one user, repeat Steps 2 and 3.

  • Emails cannot be repeated among users.

  • Emails cannot be repeated among Email and Manual Approvers/Reviewers.

Remove Approver/Reviewer Example

Once the user has added all needed approvers, the Approvals section will update showcasing their name, Approver type, Signature Status and Date, along with the remove option.

Tips:

  • Email approvers will have the Blue Clock Icon set as their default Signature Status when they are added.

New users will receive an email notification informing them of their assignment as a reviewer or approver for a record.

Notes: The email notification content may vary depending on the type of record to which you were added as an approver or reviewer.

Email Notification Example

Sign

Select the option that defines the decision made by the approver or reviewer (as represented in the record) when signing.

Manual Input Signature Type

A screen appears to enter the date the signature was taken, along with a field to upload evidence of the signature.

Tips

  • The file evidence is accepted in JPG or PNG format.

  • Only one image file will be accepted, uploading more will not be processed.

  • Any approver, owner, or creator can apply the manual signature.

Click in the check icon to save the signature. The system will prompt you to enter your password as verification. This electronic representation of your signature serves as a legally binding affirmation and authentication of your uploaded handwritten signature.

Their signature has been executed and can no longer be changed.

View Details

Click on any of the Status icons to view the type of manual signature and approver information.

A screen will display detailed information about the selected approval or reviewer. Click the 'View Handwritten Signature' button to see the evidence.

Notes:

The 'View Handwritten Signature' will only be available once the manual signing process has been completed.

A screen will open displaying the attached image as evidence of the signature in the manual signature input type. The screen will also show the date the signature was made, along with a watermark to prevent reuse of the evidence in another signature.

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