Configuring electronic signatures for document type workflow

BlueCielo Meridian FDA Module 2017 Configuration Guide

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When a document type’s workflow is set to Use built-in workflow, you can configure which transitions will require an electronic signature.

To configure electronic signature options for a document type workflow:

In Meridian Enterprise Configurator, expand Document Types in the configuration tree and then select the document type that you want to configure. The workflow definition’s property pages appear.
Click the Workflow tab. The workflow options appear. If the workflow graphic becomes too large to see as you set the options, click the Zoom to Fit button to resize the graphic.
Click the Edit button to modify the options.
Click options or type values using the descriptions in the following table.

Document type workflow options
Option	Description
Require electronic signatures on the following transitions	Select the transitions upon which users must be authenticated before the selected document can proceed to the next state of the workflow. Users are authenticated as described in Configuring authentication. If you have configured a custom wizard page (a disclaimer, for example) and want it to show before the user is prompted to sign the documents, select it from the Page to show prior to signature list.

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