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All standard eSign functionality in Core and Software projects are available in Service Desk Management projects. In addition, eSign allows Customers to Sign service desk requests via the Service Desk Portal:

Portal Signatures

Logged in Customers can sign requests in the Portal using a simplified Execute Signature page. Customer users do not require a PIN, instead they must complete a Consent checkbox to acknowledge the signature is equivalent to a legal signature.

Portal Signatures are enabled by default, but can be hidden for a project with the Project Setting “Disable eSign for this Project”.

Notes:

  1. Customers will be able to see their own and any other customer signatures within the Portal, but staff/agent signatures are not visible.

  2. Signature audit comments are restricted to internal visibility so they will not be visible on the Portal.

  3. Customers can only sign a request if they have not already signed it. An internal user with project admin can reset signatures if necessary to clear (ALL) customer signatures.

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