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A set of users can be invited (including the invitor if applicable). From any issue screen, press the Invite button on the Signature panel. Add Invitees and optionally Notes to send in as instructions in the notification email.
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Step 2 - Notifications
Invitees Each Invited user will receive a notification e-mail from with the invitees, notes and an email notification with a link to the issue to sign, plus information on the signature types, other users and any provided notes.
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Step 3 - Manage Pending Signatures
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Step 4 - Execute Signatures
As users sign via the standard Execute Signature page, the pending signatures will become Invitations are replaced with with completed signatures. The process continues into all users required signatures have signedbeen captured.
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Additional Notes
Limit of 25 users may be invited through the Invite dialog. If more than a total of 25 users (including the members of all groups invited), only the first 25 will be invited. Invite can be performed multiple times to add more than 25 users.
Users may be invited multiple times before or after they have signed. Each time they are invited they will receive a new notification. This could be necessary if the user needs to sign again after a document was revised.
Pending Signatures Open Invites can be removed via the Signature Administration dialog (available to project administrators). Unused open invites are automatically cleaned up on Finalize.
The Signatures workflow condition can optionally block transitions if there are outstanding pending signatures.Users who can Sign the issue are permitted to Invitevalidator can be configured to require a certain number/type of signatures before allowing a transition.
Advanced Search
Below are some advanced search examples with the eSign custom fields.
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