System Signature

System approvers/reviewers will securely authenticate their electronic signature using their system password, ensuring access security and confirming the signer's identity within the system.

Add a System Signature

Click the checkmark next to the names of the approvers/reviewers you wish to select, and then save your selections by clicking on the green checkmark icon .

Add Approvers Example

Tips

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.

Signature Status Icon:

  • The blue clock icon indicates that the signature status is still pending for the approvers decision.

  • The yellow clock icon indicates that the signature status is still pending and because the approver at hand has no active license on that current team or an Employee Number.

  • The green checkmark icon indicates that the report has been approved.

  • The red cross icon indicates that the report has been rejected or not approved.

Sign

Select the option that defines your decision to sign.

The system will ask for your password as evidence that you have reviewed everything related to the main record and made your decision based on that.

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.

Tips

  • The email and phone number will be displayed under the name, if applicable.

  • If the Approver or Reviewer does not have an assigned license or a set Employee Number, the Signature Status will display a Yellow Clock Icon. If the user clicks on it, they will see notifications related to the applicable case. This notification will prevent them from signing or reviewing the record.

Employee View card with Red, Green, and Blue Icons
Employee View card with Yellow Icon

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