Configure audit signing

Use AuditSigning to require users to provide electronic signatures.
  1. From the toolbar, select
    Template Libraries
    .
  2. In the window, search for
    Signing Workflows
    .
  3. Under
    Components
    , drag
    Signing Workflows
     onto
    UI
     in the pane.
    In the pane, the
    AuditSigning1
     folder appears.
  4. 4. Expand the
    AuditSigning1
     folder and select
    AuditDialogBox
    .
  5. 5. In the pane, create a dynamic link between the
    Users
     property and
    ProjectName
    Security
    Users
    .
    For more information about dynamic links, see Create dynamic links.
  6. In the pane, select
    SigningController
    .
  7. In the pane:
    1. Add users and groups allowed to sign and double sign.
    2. Select the default workflow type.
  8. In the pane, select the variable.
    TIP: For example, if you want to trigger an electronic signature workflow when a user changes the value of a linear gauge, configure the variable object associated with the gauge value.
    For more information, see Audit signing reference.
  9. In the pane, at the top, select
    Add
     and select
    AuditSigning Signature
    .
  10. (optional) Configure the default audit signing settings by selecting a workflow type and adding users and groups who can complete the workflow.
    TIP: The default audit signing settings are inherited from the
    SigningController
     object.
  11. Repeat 1 through 10 for each variable that you want to trigger the electronic signature for.
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