Configuring electronic signatures for workflow definitions

When a document type’s workflow is set to Use workflow definitions, you can configure which transitions will require the electronic signature.

Note    An electronic signature cannot be required on transitions that start from the Released state. No changes to the document are yet possible and so the signature would be meaningless.

1. In Meridian Enterprise Configurator, expand Workflow Definitions in the configuration tree and then select the workflow definition that you want to configure. The workflow definition’s property pages appear.
2. Click the States tab. The workflow diagram appears.
3. Click the Edit button to modify the workflow.
4. Double-click the transition that you want to configure. The transition’s Properties page appears.
5. On the Authorization page, Click options or type values using the descriptions in the following table.
6. Click OK to close the Properties dialog.
7. Repeat steps 4 to 6 for each transition for which you want to configure electronic signatures.
8. Click OK to save your changes.

Tip    To display a standard disclaimer message before the user signs a document, create a custom property page and configure the transition to show the page as described in BlueCielo Meridian Enterprise Configuration Guide. All transition wizard pages are shown before the electronic signature dialog.